1. You can add a document to a role in 3 ways:

    1. From the document
    2. From the role
    3. In approval process of new documents or new versions



    1. From the document:
    • Find the document
    • Click the 3-dot menu
    • Select "Add document to role"



    • Select the wanted role(s)
    • Click the Arrow
    • Click "SAVE"


    2. From the role

    You can add document(s) to the role from the role in competence in admin tools.



    3. In approval process of document:


    - When approving document the option to connect document to role or requirement

    •     Click "add to role or requirement":

    - Option to connect to role or requirement appears:

    • Select the wanted role(s)
    • Click the Arrow
    • Click "SAVE"

    The document requiring documented training has now been added to the role, and users with that role can find the document in the To-Do Panel. Once the training is completed, users will need to sign off on the training in the document.