Assigning a Site Document Category
Introduction
In order to properly manage and organise documents for a site, it's important to assign a Site Document Category. This process allows staff to categorise documents, making them easier to find and manage. Once a category is assigned, a new document is created with a “Pending Upload” status, allowing the person making the assignment to upload the document later.
Overview of the Process
To assign a Site Document Category to a site, follow these steps:
1. Log in and navigate to Sites > Sites.
2. Select the View Site button to enter the site details.
3. In the Site Documents section select the document category from the list then Add Category to finish.
A new Site Document will be created with Pending Upload status and assigned to the person making the assignment. This document is waiting for the relevant files to be uploaded.
Removing a Site Document Category
Introduction:
Removing a Site Document Category from a site can be necessary for better organisation or if the category is no longer needed. This process is straightforward but important to handle carefully, as it changes the status of any documents linked to that category. When you remove a category that has documents, all associated files will be marked as "Not Required."
Overview of the Process
To remove a Site Document Category from a site, follow these steps:
1. Log in and navigate to Sites > Sites.
2. Select the View Site button to enter the site details.
3. Go to the Site Documents section to find the document category you want to remove. Go to Actions > Remove.
Important Consideration:
Impact on Documents: If any documents are linked to the category, they will be marked as "Not Required" once the category is removed. This does not delete the documents but changes their status.