The Document Module is not just a repository for documents but can be used to control who has access to each document or type of document, and track who has read such documents. For example, a large airline has manuals which the pilot needs to read and have access to, an engineer does not necessarily need to read the manual but may need to have access to it.
Documents are not distributed to individual users but are distributed to users by the ‘Roles’ assigned to them; these are set up in the Contacts Module. If a company has multiple Organisations and/or Departments setup, then the document can also be distributed to Organisations and/or Departments.
Reading Documents
When company documentation is distributed through Centrik and if relevant to your role, you will be notified through your homepage of Centrik as well as being notified by email (if your organisation is using the tracking functionality).
If notified via email you can click on the link contained within the email, this will direct you to that specific documentation. Alternatively, you can access new and updated documentation through your personal dashboard on the homepage.
Clicking on the ‘My Documents to Read’ area will direct you to any outstanding documents that you have. After being directed to the relevant area you can view the documentation and click on the; ‘Mark as Read’ button (if tracking is enabled by your organisation)
The document must be opened before it can be marked as read, attempting to click the ‘Mark as Read’ button from the overview page will generate a system warning.
The ‘?’ button informs you why you are receiving this document, clicking on it will display the user role that you are in that relates to this document.
Mark As Read
1. Click on the Title of the document to read
2. Whilst in the document click on the ‘Mark as Read’ button