Document Sub-Classes

Available from 4.3.0

Documentation is often required to prove that works have been completed. Document Classes and Sub Classes allow for these documents to be grouped together so they can be easily found and monitored, they can also be used to force a User to upload a document before Completing or Signing off a Task.

Once Document Classes and Sub Classes have been created, these can be connected to Instruction Sets to make document upload compulsory to a Task.

To create Documents see Document Grid and Documents

Settings > Documents Setup > Document Sub-Classes

The link will open the Document Sub-Class grid. It is a grid view which can be searched, sorted and customised as normal.

To add a new Document Class click New , to edit and existing Document Class click Edit . A pop up window will appear which will allow the creation or amendment of a Document Sub-Class

Click to view - Document Sub-Classes Fields and Descriptions

Field Name/ Additional Icon	Description
Name	The name of the Document Sub-Class.
Document Class	From the drop down select the Document Classes - Document Sub-Classes cannot be used unless they are connected to a Document Class.

Complete the fields and click Save and Close