View Categories

Suggesting a New Controlled Document

Suggest a New Managed document

You can raise a suggestion for a new managed document.

1.       On the Global toolbar, click Go To: and select Suggestion a New Document and complete the form that appears on the right of your screen.
Graphical user interface, text, application Description automatically generatedOR A screenshot of a computer AI-generated content may be incorrect.

2.       Click Save or Submit

3.       This suggestion will be sent as a Task to the person you have selected in the form.  They will also receive an email notifying them of the Suggestion.

 

Attaching & viewing documents in the suggestion

1.       On the Global toolbar, click Go To: and select My Suggestions.

2.       Double click on the suggestion card.

3.       A pane will open on the right of your screen.  Click Add or remove attachments.
A screenshot of a computer Description automatically generated

4.       To add a file – click Add attachments, then navigate to and select the file you want to add.  Click Open.

To remove a file – click the cross next to the file name.
To open a file – click on the file name.

 

View your Suggestions

On the Global toolbar, click (1) Go To: and select (2) My Suggestions.

This will display a list of all your suggestions and their status.



Approving a suggestion for a new Managed document (steps for the receiver of the suggestion)

1.       On the Global Navigation menu click Admin/Go To:, and select My Approvals under Suggest a New Doc (Admin).


2.       If you select to Approve the suggestion, create the new managed document.  Once the document is published return to this card and press Created and Closed.
Reject will notify the suggester that their request was declined.

!
Note: You can communicate with the person submitting the suggestion using Comments.  Ensure you do this before Approving or Rejecting the suggestion.