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Modules

Occurrences (EN)

Guide for dealing with occurrences
How do I view an incident report?
How to access the history of an occurrence?
How to access the Occurrences mobile app?
How to add attachment to a case by the application?
How to advance the occurrence stage?
How to approve an occurrence?
How to cancel a case by the application?
How to cancel an occurrence?
How to carry out the standardization and disclosure of an occurrence?
How to change a responsible person or an event’s deadline?
How to change the incident module settings?
How to change the status of an action plan?
How to check the effectiveness of an action plan?
How to classify a cause?
How to complete the occurrence?
How to deepen a cause using free text?
How to deepen a cause using the 5 whys?
How to disapprove an occurrence?
How to duplicate a cause of occurrence classification?
How to duplicate an occurrence category?
How to duplicate an occurrence type?
How to inactivate a cause classification?
How to inactivate a type of occurrence?
How to inactivate an occurrence category?
How to mark recurrence?
How to perform the cause analysis?
How to register a case by the application?
How to register a case?
How to register a category of occurrence?
How to register a cause classification?
How to register a type of occurrence?
How to register an action plan?
How to register an anonymous occurrence?
How to register incidence?
How to remove a case?
How to remove a draft from the application?
How to use the 5 whys?
How to use the advanced filter to find an occurrence?
How to use the Ishikawa diagram?
How to use the tree diagram?
Installing the Mobile Occurrences Application

Docs (EN)

“Not informed” appears in the header and footer template
Docs Home – Document Management
Error accessing the Docs application
Error syncing a document in the Docs application
Header and footer template in Excel
Header and footer template in Word
How do I cancel a revision flow?
How do I change a document without changing the revision?
How do I change the permissions for a specific document?
How do I change the print permissions for a specific document?
How do I complete a pending revision on a document?
How do I create a revision, verification, and approval flow?
How do I enable print permissions on the Docs folder?
How do I find obsolete documents?
How do I get a copy of a favorite controlled document in the Docs App?
How do I get a copy of multiple documents in the Docs app?
How do I print a document with controlled copy identification?
How do I record the distribution of physical copies of a document?
How do I register a document that has only a physical copy?
How do I remove the latest revision from a document?
How do I request the revision of a document?
How do I revise a document that I’m not involved in the approval flow?
How do I send a document that has a defined flow?
How do I send a link to access a document?
How do I view the details of a document?
How do I view the properties of a document?
How to access the Docs Mobile App?
How to approve a document that has a defined flow?
How to associate document?
How to check a document that has a defined flow?
How to confirm the reading of a document?
How to create a classification for a document?
How to create folder structures in Docs?
How to define a document as a controlled copy?
How to define a document as obsolete?
How to define the expiration date of a document?
How to define the revision validity of a document?
How to edit a classification?
How to edit the document’s creator?
How to edit the name of a folder / subfolder?
How to enable permissions on the Docs folder?
How to generate review pending in associated documents?
How to inspect a document?
How to make a document favorite?
How to move a document from folder?
How to remove a classification?
How to remove a document?
How to remove a folder?
How to replace PDF for viewing in Docs?
How to request to send a document?
How to revise a document that has a defined flow?
How to revise a document that has no defined approval flow?
How to send a document without going through the approval flow?
How to set the deadline to confirm the reading of a document?
How to synchronize documents from Docs Web to the application?
How to view a favorite document in the Docs Application?
How to view or print a document in LibreOffice?
I can’t view spreadsheets protected with a password
Importing documents through the Customer Portal
Installing the Docs Mobile Application
Someone involved in the flow isn’t available, how to delegate the task to another user?
What is metadata and how do I register one?
What is the maximum size per document I can insert in Docs?
Who can make a document obsolete in the system?
Why do folders and subfolders appear disabled?

Plans (EN)

How do I access “My Actions?”
How do I export “My Actions?”
How to add an attachment to an idea?
How to associate a risk analysis to a project in Plans
How to associate an analysis of an indicator to a project in Plans
How to change the status of an action?
How to convert an Idea into a Project?
How to create a Program?
How to create a Project?
How to create Types?
How to define the columns that should be exhibited in the plans tab?
How to duplicate a Project?
How to edit an idea?
How to edit the cost of an action?
How to edit the progress of an action?
How to edit the Types?
How to evaluate the efficacy of a project?
How to expand or collapse all in the general list of projects and programs?
How to export the actions of a project?
How to inactivate a Type?
How to know if there are indicators and/or risks associated to a project
How to register an action in a project?
How to register an idea
How to remove a progress report?
How to remove a project?
How to remove an action?
How to remove an association to an indicator and/or risk analysis
How to remove an attachment from an idea?
How to remove an idea
How to remove the cost report of an action?
How to report the cost of an action?
How to report the progress of an action?
How to use the advanced filters?
How to use the general filter for Programs and Projects?
How to use the general filters to choose the view of the Ideas tab
How to use the Search?
Project Options (Edit, Attachments)?
What are the ways to interact with an idea?
Where to find the history of a project?

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