Who is this article for?

Users who want to build and maintain the top level component of the Navigation structure.

Document Administrator (EQMSADM) or higher permissions are required.

Component Sets are used to organise items in the Navigator. This article walks you through how to manage them within your system.

1. Accessing Component Sets
2. Creating Component Sets
3. Linking Documents to Component Sets
4. Amending Component Sets
5. Restricting Access to Component Sets

1. Accessing Component Sets

To access Component Sets:

1. Navigate to Document Manager.
2. Select Structure.
3. Choose Component Sets.

2. Creating Component Sets

To create a new Set:

1. Click New Component Set, located above the Title column heading.

2. Enter a Title that will help users identify what Documents are listed under this Set.
   Components, when viewed via the Navigator, are organised alphabetically. If you want a different order for your structure, prefix your component titles with numbers (e.g.: 02 Quality, 05 IT, 12 Certificates, etc.)
3. Change the Owner if different from yourself.
4. Click Save

You will be presented with the Component Set Details screen.

3. Linking Documents to Component Sets

To link a Document to the new Set:

1. Click the Link to a Document icon.

2. Locate the Document you wish to link to the Component Set.
3. Click the Link to a Document icon on the far right of each record.

You will be taken back to the Component Set details screen, where the Linked Document line will display the linked Document’s ID and three small icons.

First allows you to remove the link to the Document associated with the Component Set. Second allows you to view the details of the Document. Third informs you that the linked Document has viewing restrictions associated with it.

Linking a Document to the component set is not the same as linking a Document below a Component. Document linked to a Component will become the Component.
This means that from a Navigator view, the Document will be the actual folder and not a Document located within.

4. Amending Component Sets

To edit an existing set:

1. Select a Component Set to see its details.

2. Amend the details as necessary.
3. Click Save.

5. Restricting Access to Component Sets

To restrict permissions for a Set:

1. Open the required Component Set.
2. Tick the Restrict Access box.
   You can make your choice from the presented drop down option, or select the Load User List or Load Group List icons.

3. Check the box next to each Group and/or User you want to have permission to view the Document Set.
4. Click Copy To.

You will be taken back to the Component Set details and see that the Permissions field has expanded to show the selected Groups/Users and three checkboxes.

Three check boxes are available in the assignee details of each User or Group in the permission set: PCD.

Check P (Permission) to allow the Group/User to change any of the Component Sets details.

Check C (Create) to allow the Group/User to create Structure Components beneath.

Check D (Delete) to allow the Group/User to delete the Component Set (including all its Sub-Components).

Leaving all three boxes unchecked grants the Assignee(s) will have read-only access. Additional permissions may apply to any child components in the structure.

Once Access Restrictions have been placed on a Component Set, you do not need to apply restrictions to its Sub-Components as Groups/Users not included in the Permissions will not be able to see that section of the Navigator Tree.