Modules / Document Management
Document Management
A register of procedures, certificates and safety sheets, each tied to a site or asset, with a current version.
The SOP in the kitchen is last year's printout. The certificate is in someone's downloads. Nobody can say which file the last inspection used.
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File it on the register Add document
Title, type, site or asset. Procedure, certificate, safety sheet. One library, not a drive per manager.
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Keep the current version Version
A new file is a new version. The old one stays in history. Field and site staff are served the current one.
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Restrict who can open it Permission
Access follows role and site. A contractor on one job does not browse the estate's certificates.
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Open it from the job or inspection Linked record
The job and the inspection point at the document they used. The register is not a separate island.
Document register
A document in FacilCore has a type and a home. It is current or it is history. Jobs and inspections can point at it, so “which SOP did we follow” is a field on the record, not a guess.
Also used in Government , Healthcare .
See this function in a walkthrough.
Request, job, field today, inspection, register.