Effective Form

You can proceed with the effective form only when all assigned users have completed their training.

In the Estimated Closure Date field, enter the date when you expect the document to be published.

If you want to disable the requirement for training before publishing the document,. Deselect the checkbox next to “Document issuance required for training.”.

Enter the details to be added in the Publisher comments. If you want to add additional documents, either select if from my templates or upload them from the local environment.

If you want to link any references to the document, click “+" icon near link references.

Select one option from the "Search option" drop down.

Enter the number in the given box. To look at the reference document click the view icon. To add more references to the document, click "+". To remove any references added from the documents click "-".

Click the checkbox near review and approval to Send the document for review and approval.

Set the date from which the document must be effective in the “Planned effective date” field.

Set the Frequency for Periodic review

If you want to save the changes click "Save", if you want to submit the document click "Submit".

Provide your electronic signature within the pop-up box and click I agree. The document will be effective from the planned effective date.