Manuals
Viewing published manuals
Viewing Published Manuals You can find and download all published manuals from Documents in the left-hand menu under Safety Hub. Click on Documents in the menu. Click on the Manuals folder. Browse or search for the manual you need. Click on a manual ...
Using the Mark Publishable, Preview, and More buttons
How to Use the Mark Publishable, Preview, and More Buttons As a Manual Administrator, you’ll find the Actions button in the upper right corner of your manual editing view. Here’s a breakdown of each key option and how to use it: Mark Publishable ...
Publishing a manual
Publishing a Manual Manual Administrators can publish a manual once all changes have been reviewed and approved. Here’s how to do it: Check Change Status Bar: Ensure all fields under the Change Status Bar show zeros for Changes In Progress, Needing ...
New recommended policy content
Baldwin will occasionally send notifications to all Manual Administrators advising them of a proposed change to their template policy. This communication can be found in the upper right corner of the portal in the notification bell. The notification ...
Manual compliance identifiers
Understanding Compliance Identifiers in Manuals Compliance identifiers provide a visual display of regulations covered in each policy within the manual. Available Compliance Groups Here are the currently available compliance groups (all Compliance ...
Making a manuals change request
Making a Manual Change Request To submit a Change Request in a manual, follow these steps: Highlight the Text: Select the portion of the policy you wish to modify. Open Annotation: When the annotation icon appears, click on it. Enter the new content ...
Making a change to a template manual
Baldwin Template Manual Overview A Baldwin Template Manual enables automatic updates to draft policies when there are regulatory or industry-standard changes, or syntax adjustments, directly inserted by Baldwin. Impact of Customizing a Baldwin ...
Font Styles in the Manual Table of Contents
Font Styles in the Manual Table of Contents Manual Administrators will see different font styles in the Table of Contents of the Manual Interface. Here’s what each style indicates: Standard – Policy is on template and no changes were made. Bold and ...
Approving or Rejecting Changes in a Manual
Who Can Approve or Reject Changes? Only users assigned as Manual Administrators can approve or reject Change Requests. Steps to Approve or Reject Changes Notification of Completion Once Baldwin completes a Change Request, a notification is sent to ...
Adding attachments to manual change requests
Who Can Add Attachments? Only Manual Administrators can add attachments to a Change Request. Steps to Upload Attachments to a Change Request Locate the Open Change Requests After submitting a Change Request, go to Content View. The Open Change ...
Accessing the manuals interface
Who Has Access to the Manuals Interface? Access is granted to users assigned as Manual Administrators. How Do I Access the Manuals Interface? To access the Manuals Interface, click on Manuals in the left-hand menu. From there, select the specific ...