Document Management (New Request)

REVIEW DOCUMENT REQUEST (EHS Secretariat)

1. Login as EHS Secretariat and go to My Action screen (Image 1).
2. There are four section provided to view and take action against tasks which are mentioned below :
   • FOR YOUR ACTION : Display “Incident”, “Accident”, “Site Inspection”, “Management of Document” and Action Items which needs to be performed. Also display the tasks which are saved as draft are displayed here. User will update final information and submit it for further action. (This section is display by default)
   • FOR YOUR REVIEW : Display the tasks such as “Incident”, “Accident”, “Site Inspection”, “Management of Document” including Action Items which needs to be reviewed. The tasks will be displayed to reviewer for review where reviewer will take action against it.
   • FOR YOUR INFORMATION : Display all the tasks such as “Incident”, “Accident”, “Site Inspection”, “Management of Document” to creator/requester with their current status. User can view the task details by clicking subject in “Subject” column.
   • UPCOMING TASK(S) : Display future tasks which are planned already.
3. When subject of “New Document Request” in “FOR YOUR ACTION” section is clicked “New Document Request” screen will be opened in different tab. (Image 2)

4. Add members in Distribution List Members to whom the document will be distributed.
5. To take action against a particular request select Action from drop down list as below:
   • Verify and Released document : The report will be verified and release the document for distribution to selected person.
6. Click Submit button to save the details and send the document to selected person.