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User Story
User Story #1 : I need to create a new KPI in preparation for adding it to an environmental program
User Story #2 :
👥 What am I doing now ?
I would have to upload a Job Permit document into the Document Management module and understand how to change the version and transfer the ownership.Adding a new KPI to the KPI Library
📖 Module Capabilities
Store all documents in a secure, centralized system to maintain consistency and audit trails.
Streamline document review and approval among multiple stakeholders
Manage controlled/uncontrolled documents and versioning
Manage and maintain all document standards, such as ISO 9001, ISO 14001, OHSAS 18001, and more.
Set Notifications based on a specific event/ action at the Business Process/ Document Level as the trigger to make sure an email will be sent immediately.
Track any kind of metric related to Safety, Waste, Water, Environment, Energy, etc…
🤩 Niche Features
Version and Authorization Management
Centralized and Secured Storage
Advanced Document Search
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How to upload a document Once you are homepage, you can click on the “Document Management” module shortcut
 Image RemovedYou will land on to your “Manage Document” Screen. This will have list of all the documents which are already in the system.
Click on the Upload icon, to add a new document.
 Image RemovedTo reach the Sustainability Module Settings / Setup from the home page, select settings  Image AddedVerify the document uploaded, complete the document details on the right hand side pane and save the details.
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Click on the Module > Document Management > Manage Documents
 Image ModifiedChoose a specific folder and file that you would like to update the version for.
 Image Modified3. Update the document version and save
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| title | Transfer Document Owner |
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On the left hand side pane Click on Documents > Document Management > Transfer Document
  Complete the required field values to choose a document to be transferred and select the new owner/ coordinator.
 Click Transfer button once you complete the form with all the required information
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