The document outlines the process for creating, managing, and reviewing documents within the enerit ISO 50001 document management system. It details the necessary fields for document creation, including title, location, document type, and attachment management. Additionally, the document describes how to submit documents for review or authorization and the workflow for editing and issuing documents.

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Enerit ISO 50001
Document Management
Best viewed in slideshow mode

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Software Login
1. Open Web browser ([your Enerit url])
3. Enter username and password
4. Click “Sign In”

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1. Click “Create New…”
2. Click “Document
Management”
3. Click “Document”
Creating a Document
4. A blank form opens in a new
window.

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Data Entry:
Document
• Title: Enter the title. This field is mandatory.
• Building/Location & Sub-Location: Select from the list of pre-defined
locations. The list of locations is configured in the Administration
section. This field is mandatory.
• Document Type: Select from list the type of document (e.g. Work
Instruction, Procedure, SOP etc.) The list of Document Types can be
configured in the Admin section. (*The document type selected will
determine who the document is submitted to for review – see later and
also the Administration help)
• Category & Sub-category: select from list of categories and sub-
categories. This allows further filtering and sorting of documents in
views and report charts.
• Standard & Section: Select the standard that you want to cross
reference this document to which will show in the issued documents
view.
• Version: This is automatically assigned. A fully issued document is
always a whole number (e.g. 1,2,3,) In progress documents will always
be in between whole numbers (e.g. 1.02, 2.03, etc.)
• Owner: Click on the icon and select the person(s) responsible for this
document.
• Format: You can enter information:
• a) directly into the form;
• b) as an attachment; or
• c) using a URL link.
(more details in later slides)
• Attachment: If “Format” is “”Document” or “Attachment” this button is
used to attach the document
Creating a Document

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Creating an document (Format = Document)
1. Insert and format text
2. Insert images directly
into the document

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Creating a document (Format = Attachment)
1. Click button to add an attachment. See
detailed instructions in next slides.
2. Click “Save” if you want save your document.
Click Cancel if you want to quit working on the
document. Click “Submit” button if you are ready
to send document to the document controller(s)*
for review
When document type is “Attachment” and the document is issued, the attachment will be automatically launched. Note:
Some browser security settings may cause some additional selections.
Note: Attachment can only be created
when document has been saved.
NOTE: *The document controller(s) are defined
in the Location document and are determined
based on the “Document Type” selected. See
Administration help for more details.

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1. Click on browse Button
Creating a document (Adding an Attachment)
3. Click Close button when
finished adding attachments
2. Click attachment
button. The
attachment name
appears as shown.
To add more
attachment repeat
steps 1 & 2.
To delete an attachment select
the attachment by clicking in the
tick box and then click on the
waste basket icon

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Creating a document (Format = URL Link)
2. Click “Save” if you want save your document.
Click Cancel if you want to quit working on the
document. Click “Submit” button if you are ready to
send document to the document controller(s)* for
review
When document type is “URL Link” and the document is issued, the link will be
automatically opened.
NOTE: *The document controller(s) are defined
in the Location document and are determined
based on the “Document Type” selected. See
Administration help for more details.

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Viewing a Document
Edit
• If a user has sufficient privileges they can edit a document
(See next slide for more information)
History
• Information on the history of the document can be viewed by
clicking on the History symbol.
Save & Close (S&C)
• A user can Save and close the document by clicking this
button.
Edit
History S&C

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Editing a Document
2. Edit
Edit
• If a user has sufficient privileges they can edit a document
by clicking on the Edit button circled above
or
• when they have opened the document by clicking on it
(Step 1), the user can then click the Edit symbol in the top
left corner (Step 2).

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In Progress Documents
In Progress
• If a user has sufficient privileges they can view IN Progress
documents using the Docs button in the System Overview
section.
Your Tasks
• If a user has been assigned to review, authorize or issue a
document then a task should also appear in the Your Tasks
area.

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Exercise – New Document
• Create a new document (Create New.. button)
• Enter details (select location, category etc.)
• Select Format (enter text or add an attachment or a URL)
• Save document (using the save button on top bar or at bottom of
document)
• Find document in the Dashboard (Your Tasks, System Overview)
• Select someone else on the training today as a reviewer and authoriser
• Click submit
•
• Email to review. Click on Link and click Accept
•
• Find where the documents are in the dashboard?
•
•
• Alfred will have to do the final issue of the document.

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Document Management
Workflow

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Document
Management
Workflow

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Requesting a new Document
2. Click “Document
Management”
See your Docs
Details on
creating a new
document and
entering content
etc. in previous
slides.

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Submitting a Document for Review
1. Choose “Submit for
Review” option.
2. Click on button and
select person to assign.
Select Review by Date.
3. Enter any comments for the assignee.
4. Click the “Yes “or “No” depending on whether you
want to submit for authorisation .

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Submitting a Document for
Authorisation
2. Click on button and
select person to assign.
Select Review by Date.
3. Enter any comments for the assignee.
4. Click the “Submit “button.

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Review/Authorise a Document
1. Choose Either
“Accept” or “Reject”
2. Enter “Summary” of
your comments
3. Enter “Details” of
your comments
4. Add an attachment if
necessary

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Exercise – Document Workflow
Submit for Review/Authorisation
• Find your document in the Dashboard (Your Tasks, System Overview)
• Select someone from todays training session as a reviewer and authoriser
• Click Submit
Review/Authorise
• Find review/authorise email and click on link in email (check Spam/Junk folder!)
Or
• Find the documents in the dashboard (“Your Tasks” or “System Overview”)
• Click on “Accept” or “Reject” and leave a comment (enable site
Submit for Issue
(Only “Energy Manager” role allowed to issue document)

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Issue a Document
1. Choose “Issue
Now” or “Reject”
Documents can also be
viewed by “Next
Review Date”