Document Manager

Document Manager keeps your health, safety and estates documents in one register, each with an owner, a revision number and a review date. You can link documents to buildings, departments, teams, staff and students, so people go straight to the latest version, and earlier versions are kept. The document owner or a module administrator can update each document, and SOTERweb reminds the owner when a review is due.

 

When a document changes, SOTERweb can notify the people it is shared with and, through action tracking, ask one or more of them to acknowledge it, approve it or comment. They reply from a link in their email, so you can see who has acknowledged or approved each document. Profiles and permissions control who can add or change documents, and managers get live dashboards and Power BI reports.