Storing Facility Documents?

Overview

The Documents section within Facility Setup is used to centrally store, categorize, and manage facility-level documentation required for operations, efficiency, and regulatory compliance. This area supports structured document types, categories, and validity periods to ensure documents remain current and auditable.

Note: Facility Setup and Documents management require admin access.

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Accessing Facility Documents

1. Click the FileMaker Pro icon on your computer.
2. In the next window, click the K or System icon.
3. Enter your Username and Password, then click Sign In.
4. The SiKore System Window opens, displaying My Modules and a To Do List on the right.
5. Below all modules, click Facility Setup.
6. In the Facility Setup area, use the blue menu sidebar on the left and select Documents (located below Staff).

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Documents Workspace Layout

The Documents window is divided into two primary views:

• List View – Used to search, filter, and select document types
• Detailed View – Used to edit document types and manage categories

You can switch between these views using the List View button in the upper-right corner.

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List View: Managing Document Types

Searching Document Types

• In List View, use the Search bar in the upper-right corner.
• Search by Document Type.
• Press Enter / Return on your keyboard to display results.

Creating a New Document Type

1. In List View, click + Document Type (blue button).

2. The Add Document Type window opens.

3. Enter the following information:

   • Code
   • Description
   • Specification
   • Valid For (Years)

4. Click Save after all information is entered.

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Detailed View: Editing Document Types

1. From List View, click directly on a Document Type row.
2. The Detailed View for that document opens.

Editing an Existing Document Type

1. Click Edit.
2. Make any required changes in the Edit Document Type window.
3. Click Save after changes are made.

To return to the document list, click the List View button in the upper-right corner.

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Managing Document Categories

Each Document Type can include one or more Categories to further organize facility documents.

Adding a New Category

1. In the Categories section (below Document Type details), click + New.
2. Enter the required category information in the Add Category Type window.
3. Click Save.

Editing an Existing Category

1. Locate the Category in the list.
2. Click the pencil (edit) icon at the end of the Category row.
3. Make updates as needed.
4. Click Save.

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Completion

This completes the step-by-step process for Storing Facility Documents within SiKore Facility Setup.