Document Register | Create and Edit Document Discipline

Document Register | Create and Edit Document Discipline

Purpose

From the Document Control Panel, you can create and manage Document Disciplines categories. These categories are used to classify and organise documents when uploading them to the Document Register. 


Consideration

  1. Only Administrators can create and modify categories in Control Panel 

Steps

1. Access Document Discipline Settings

On the top far right of the screen, click the cog and it will take you to control panel.



Click on Document Register and select Disciplines.



2. Create and Edit Disciplines

To create a new Discipline, click on the New Discipline button.

Scroll to the bottom of the screen, Enter the new discipline name and click Save.
















3. Delete a Category

To Disable a Category, click on the category and then the Trash Icon.



Note that this will not delete the discipline, but prevent any future entries from being classified under this category.

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