Document expiration date

Document expiration dates define when a document is no longer valid for use.

Setting a document's expiration date

Set expiration dates for documents. When a document has expired, it is no longer available on the portal.

  1. Log in to 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, specify an expiration date in the Expiration Date field.
  7. Click Update.

Viewing document expiration dates

The Expiring Documents report shows the expiration dates of documents in the system. You can view and manage document expiration dates for multiple documents simultaneously.

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

Changing document expiration dates

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

  1. Log in to HRSD Knowledgebase.
  2. On the Home page, click the ellipsis icon.
  3. Select Document Manager.
  4. Select Report > Expiring Documents.
  5. Select one or more documents.
  6. Click Update Expiration Date.
  7. Specify a new expiration date for the document.
  8. Click OK.