View Categories

Induction

Create an Induction Document

You can create bespoke inductions for New Hires.  This will enable you to generate a
Read/Acknowledge task for all new staff members.  

Mark the document as an induction document 

Firstly, you need to mark the document as an Induction
document in one of the following ways:

1.       When
you first create the document using the Create New Document app, slide the
Induction switch to On
 The image depicts a user interface screen for the CUSTOM365 document management software, showing options to manage, filter, and categorize documents, with a focus on onboarding new staff members. AI-generated content may be incorrect.

OR

1.       Open
your SmartDMS
 Library.

2.       Select
the file whose properties you wish to edit.

3.       Request
Edit permissions (see Editing your Controlled
document
for instructions) and then click on the pencil in the Edit Properties
column

A screenshot of a computer AI-generated content may be incorrect.

4.      
A panel will open. Switch on the induction slider
and then click save at the top of the pane.
The image appears to be a screenshot or illustration of a software interface, specifically a document management system, featuring various sections for managing documents, permissions, and roles, with a focus on document control and permissions. AI-generated content may be incorrect.