Content Customisation - Reference Document Management

The reference document management feature allows both the Super Admin and Company Administrator to add reference documents or website URL links into the Health Check that can then be visible to the end user.

The purpose behind this was linking to regulators websites, links to laws, rules and guidance or internal documents such as auditors guides or anything determined to be relevant to the end user.

Adding reference documents

To add documents or links to the Health Check can be done by selecting a file and uploading it or a link and typing in the URL and clicking the Save button.

Accessing reference documents

The reference document button is built into the application on the main assessment page and when clicked...

...it produces a popup window where documents can be accessed or downloaded.