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Business Operation Documents

Nicholas Casbarro avatar
Written by Nicholas Casbarro
Updated over 2 years ago

While SOP Documents are meant to be mandatory reading for new users, business operation documents are any general documents that don't need to be attached to a batch, plant, or other entity. You can upload any file type from documents to spreadsheets to images.

You can upload business operation documents to GrowerIQ to have easy access to them in once place.

Uploading a Document

  1. Go to Documents > Business Operations, then click UPLOAD DOCUMENT at the top of the page.

  2. Select the document from your computer's file system.

    • If the file uploads successfully, it will be listed. To change the filed, click RESELECT and choose another file.

  3. Enter the required information about the document:

    • Name: The name of the document as it will appear to users.

    • Description: A description of the document's contents and purpose.

    • Category: Enter a new category or select an existing category from the drop-down menu that appears. Categories are a way to filter the list of documents.

    • Tags: Enter any relevant tags for the document to make it easy to spot in the list of documents. After entering a tag, press Enter or Return on the keyboard to add it and enter another one.

  4. Click UPLOAD NEW to add the document to the list.


Managing a Document

Go to Documents > Business Operations, then click the document you want to manage.

SOP Document Actions

Download

Click to download and view the document.


Edit

Use this to edit any information that was entered about the document when it was first uploaded.


Upload New Version

Use this to upload a new version of the document to replace the existing version. The uploading process is the same as uploading the original document. The original document is then archived and will appear under the Versions tab at the bottom of the page.


Archive

If the document is no longer relevant, you can archive it. Setting the status to "archived" hides the other action buttons, and it will be hidden from the document list unless the Include Archived switch clicked on that page.

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