Document management
Only users with editing permissions can manage documents.
Users manage documents by performing these actions:
- Checking out a document to edit
- Checking in a document to make the document available for editing by other users
- Tracking document status and history
- Maintaining document assignments and review dates
- Working with uploaded documents
- Removing documents that are no longer needed
Document Manager
The Document Manager is the library where users locate and manage documents in the HRSD Knowledgebase. From the Document Manager, users can view this information:
- Document code used to identify the document
- Document name
- Date the document is created
- User who created the document
- Notes associated with the document when the document was last checked in
- Current document assignment
- Review and expiration dates
- Availability of the document for checkout