View Personnel Files

When permitted to view files of other users:

1. Choose Configuration from the main menu.

2. Choose Staff.

3. Select a user from the Staff listing or use the search field.

4. Click Files on the user's record. 

5. The Files page header contains information specific to the user, including their supervisor, options to edit or impersonate the user or open their evaluations folder, if applicable.

6. The Folders and Checklists tab displays the folders assigned to the user; click a folder to view documents and sleeves.

7. Use the File List tab to view a listing of all folders and sleeves, as well as document names and dates.

   1. Use the search field to filter results.

   2. Click any column header to sort the results in ascending/descending order.

   3. Depending on document type and user permissions, documents or forms have several action items available in the View dropdown.

      1. View: View the document.

      2. Add New: Add a new version of the document and archive the current version.

      3. Configure: Manage the general display, retention, and notification settings.

      4. Request: Option to archive the current document and request a new version or to request user action on the current document. 

      5. Name/Rename: Quick link to the general configuration settings to update the sleeve title and description.

      6. Archive Document: Archive the document.

      7. Permanently Delete Document: Delete the document. 

      8. History: View document history and access log.

8. The Contact Log tab lists the date and time of any task- or checklist-related notifications sent to the user, as well as an option to view the message.