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How do I create a new component set?

  1. Select EQMS Document Manager from the Module Selector dropdown.

  2. From here click on Structure on the Menu Bar.

  3. Click Component Sets in the side bar.

  4. You will be presented with a similar screen to this:

  5. Select New Component Set, located above the Title column heading.

  6. The Component Set Details screen will now open:

  7. If you want to link a file to the new Component Set, click on the Link Document icon.

  8. From here, find the file you want to link to it and click on the Link Document icon again.

  9. To add permissions to the new Component Set, click on the Restrict Access checkbox.

  10. Two drop down menus will then appear, one entitled Add User and one Add Group.

  11. To choose who you want to apply these permissions to, either:

    11.a Use the drop down menus


    11.b Click on the List icon (to the right of the drop down menus) and choose from the list of Users/Groups. Their names will now appear below the menus.


    N.B. If the P is checked, this means the User/Group can change any of the Component Sets details. If the C is checked, this means that the User/Group can create Structure Components beneath. If the D is checked, this means that the User/Group can delete the Component Set (including all its Sub Components).

  12. Finally, enter the Title into the Title text box and click on the Save button in the grey menu bar.

  13.  You will then be presented with the following dialog box. Select OK to continue or Cancel to abandon the changes.

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