Below is a breakdown of the View HTML Document screen broken into sections. HTML Document Header The document header displays the document name, status, dates related to the document, and related documents. To view the related documents, click on see more. HTML Document Content Beneath the document header, you can…

Below is a video demonstration on how to create a new document.

There are two ways to add a new document — from the Policy Listing screen or from the Work In Progress screen: How to Add a New HTML Document From the Policy Listing Screen Hover over the Policies tabClick on Add New Document linkChoose the option Create a New DocumentChoose your Policy Type, Section, Document Type, and codeNote: Choose a…

How to Edit an HTML Document Hover over the Policies tabClick on the name of a Policy TypeClick on the name of the HTML documentOn the document viewing screen, click on the pencil iconMake necessary changesClick Save and Close or Submit Options Listed on Policy Edit Screen FieldDescriptionSub Status Drop-DownDrop-down menu that shows the sub…

How to Adopt an HTML Document from Policy Listing Screen Hover over the Policies tabClick on the name of a policy typeClick on the name of the HTML documentClick on the pencil icon to editOn the document edit screen, check the box ApprovedEnter the approved date in the Adopted/Revised/Rescinded date boxNote: The Last Reviewed…

How to Rescind an HTML Document Hover over the Policies tabClick on the name of a Policy TypeClick on the name of the HTML documentClick the Edit iconCheck Rescind Box and enter Rescind DateClick Submit Note: A pop-up box will appear that states “Are you sure you want to rescind this document? Click Ok

How to View a Rescinded HTML Document  Hover over the Policies tabClick on the name of a Policy TypeOn the Policy Listing screen click on the Status column to display filter optionsCheck the Rescind boxNote: By default, rescinded policies are not displayed unless manually selected to.Click on the title of the rescinded document to view…

How to Delete a Draft HTML Document Hover over PoliciesClick on Work in ProgressClick on the Edit pencil next to the draft documentOn the Policy Edit screen, check the box Delete Draft, at the bottom of the screenClick Submit

When changes are made to a document the original document will be moved to  History.  The newly approved document becomes the active document and will show up on the Policies Listing screen. The History icon will appear once a document has been reapproved/readopted.  Click on the History icon to view…

There are two ways to add a new document — from the Policy Listing screen or from the Work In Progress screen: How to Add a New HTML Document From the Policy Listing Screen Hover over the Policies tabClick on Add New Document linkChoose the option Create a New DocumentChoose your Policy Type, Section, Document Type, and codeNote: Choose a…

Below is a breakdown of the View PDF Document screen broken into sections. PDF Document Header The PDF document header displays the document name, status, dates related to the document, and related documents. To view the related documents, click on the see more link. PDF Document Content Beneath the document…

How to Edit/Update a PDF Document Hover over the Policies tabClick on the name of a Policy TypeClick on the name of the PDF documentOn the document viewing screen, click on the pencil iconMake necessary changesNote: If a new PDF needs to be attached click on the delete icon on the current PDF…

How to Delete a PDF Document Hover over the Policies tabClick on the name of a Policy TypeClick on the name of the PDF documentOn the document viewing screen, click on the trash iconClick OK when the prompt appears

A user can override the email address entered on the Policy Administration screen on the Policy Edit screen. How to Override Email Address for Public Comment Hover over the Policies tabClick on the name of a Policy TypeClick on the name of the HTML documentOn the policy viewing screen, click on the…

Supporting documents and links can be added to an HTML Document. Follow the steps below to add them to a new or existing HTML Document. How to Add Supporting Documents or Links to a New HTML Document Hover over the Policies tabClick on Add New Document linkChoose the option Create a New DocumentChoose your Policy…

How to Edit Supporting Documents and/or Links on an HTML Document Hover over the Policies tabClick on the name of a policy typeLocate and click on the name of the HTML DocumentOn HTML document viewing screen, click on the edit iconGo to the Supporting Documents sectionClick on the pencil next to the document to…

How to Add Inline Comments Hover over the Policies tabClick on the name of a policy typeLocate and click on the name of the HTML DocumentOn HTML document viewing screen, click on the edit iconPlace your cursor where you would like to insert a commentNote: An added space is not needed when adding…

How to Edit Inline Comments Hover over the Policies tabClick on the name of a policy typeLocate and click on the name of the HTML DocumentOn HTML document viewing screen, click on the edit iconLeft-click on the inline comment you wish to editIn the box, click on the pencil to make necessary…

You can view entered inline comments in two ways. On the view screen and on the edit screen. Viewing Inline Comments – On Edit Screen Hover over the Policies tabClick on the name of a policy typeLocate and click on the name of the HTML DocumentOn HTML document viewing screen, click on…

There are two ways to add a new regulation — from your Work In Progress or from a code section: How to Add a New Regulation From Your Work in Progress Click on Add New Policy linkSelect document type as RegulationSelect the descriptor code from the drop down listClick SubmitOn a new screen, type or copy/paste…

How to Edit a Regulation On the Policy tab, click on Policies ListingClick on name of RegulationOn regulation viewing screen, click on the edit iconMake necessary changesClick Submit Options Listed on Regulation Edit Screen

How to Rescind a Regulation Click on Regulations title on Policy Listing screenClick on the Edit icon next to draft regulationOn the Regulation Edit screen, check the box Rescind and enter Rescind dateClick Submit

Exhibits are forms that support a policy or regulation.  Exhibits can be added from the Policies Listing or from Policy Work In Progress.  Exhibits must be PDF files. To add an exhibit: Click on the green + “Add New Policy” linkChoose the document type – ExhibitSelect the descriptor code from…

View the Exhibit from the Policies Listing page. Policies Listing page — Click on the title of the ExhibitThe Exhibit is presented in the pdf viewer

How to Edit/Update an Exhibit Go to the Policy Listing screenLocate exhibit, click on the titleOn View Exhibit screen, click on the Edit tabClick Browse to locate fileEnter Description and Last Revised Date When finished, click Save and Close

How to Delete an Exhibit Go to the Policy Listing screenLocate exhibit, click on the titleOn the View Exhibit screen, click on trash canClick ok when prompt appears

Supporting documents and links can be added to a policy. Follow the steps below to add them to a new or existing policy. How to Add Supporting Documents or Links to a New Policy Click on Add New Policy linkSelect the descriptor code from the drop down listChoose your document typeClick SubmitType or…

How to Edit Supporting Documents and/or Links on a Policy On the Policy tab, click on Policies ListingClick on name of PolicyOn policy viewing screen, click on the edit iconGo to Supporting Documents sectionClick on the pencil next to document to edit the title displayed for the documentNote: Documents can be rearranged. Hover over an item,…

How to Delete a Draft Policy Hover over Policies, click on Work in Progress linkClick on the Edit icon next to draft regulationOn the Regulation Edit screen, check the box Delete Draft, at the bottom of the screenClick Submit