When permitted to view files of other users:
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Choose Configuration from the main menu.
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Choose Staff.
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Select a user from the Staff listing or use the search field.
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Click Files on the user's record.
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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.
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The Folders and Checklists tab displays the folders assigned to the user; click a folder to view documents and sleeves.
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Use the File List tab to view a listing of all folders and sleeves, as well as document names and dates.Use the search field to filter results.Click any column header to sort the results in ascending/descending order.Depending on document type and user permissions, documents or forms have several action items available in the View dropdown.View: View the document.Add New: Add a new version of the document and archive the current version.Configure: Manage the general display, retention, and notification settings.Request: Option to archive the current document and request a new version or to request user action on the current document. Name/Rename: Quick link to the general configuration settings to update the sleeve title and description.Archive Document: Archive the document.Permanently Delete Document: Delete the document. History: View document history and access log.
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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.