Document assignments

Document assignments identify the user responsible for maintaining a document. Assignments support ownership tracking and ongoing document management.

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. Under Advanced Settings, select the user the document is to be assigned to in the Document Assignment drop-down.
  7. Click Update.

Viewing document assignments

The Document Assignment report shows the users to whom documents are assigned. You can view and manage assignments for multiple documents simultaneously.

  1. Log in to the HRSD Knowledgebase.
  2. On the Home page, click the ellipsis icon.
  3. Select Document Manager.
  4. Select Report > Document Assignment.

Changing 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 > Document Assignment.
  5. Select one or more documents.
  6. Click Update Assigned User.
  7. Specify the user to whom you are assigning the documents.
  8. Click OK.