Document assignments

Document assignments identify the user assigned to work on a document. You can use Document Assignments to assign documents to users, view document assignments, and reassign documents when responsibilities change.

Assigning a document

  1. Log in to the HRSD Knowledgebase.
  2. On the Home page, click the ellipsis icon.
  3. Select Document Manager.
  4. If the document is not yet published, click Edit. If it is published, select the name of the document.
    If the document isn't checked out by another user, it becomes checked out and available for editing. If the document is checked out by another user, you can't check out the document until the other user checks it in.
  5. Select Tools > Details.
  6. Scroll to the Advanced Settings section.
  7. In Document Assignment, select a user to assign the document.
  8. Click Update.

Updating document assignments

You can view and manage assignments for multiple documents simultaneously. For example, you can search for documents with pending review dates, then change the assignments as required.

  1. Log in to the HRSD Knowledgebase.
  2. On the Home page, click the ellipsis icon.
  3. Select Document Manager.
  4. Select Report > Assign Documents.
  5. Select one or more documents.
  6. Click Update Assigned User.
  7. In the dropdown field, select the user to assign the document.
  8. Click OK.