The Document List page give you a list of all Documents that have been created including the Class they are allocated to. You can also narrow down displayed results by using the filters in the Search Criteria section of the page.
Information
The Setup sidebar will only appear on your Worker My Home page if you have been assigned to a Security Class with one or more Setup Security Settings activated.
To Access the Document List
Navigate to the Worker’s My Home page.
Click the Setup section on the right hand side of the page.
Click Document List.
The Document List will open immediately.
To Search for a Document.
Navigate to the Worker’s My Home page.
Click the Setup section on the right hand side of the page.
Click Document List.
By default all Documents will appear.
Use the available Search Criteria to narrow down your search.
Click Go.
Your search results will appear in the Results section under the Search Criteria section. Active Documents will have a green circle to the left of the Document name and Inactive Documents will have a red circle.
To ensure inactive Documents are included in your search results, uncheck the Active Only box in the Search Criteria before you click Go.
Search Criteria
Documents belong to the following classes (all of which are searchable):
Form (Penelope documents with expanded input and layout options)
Letter (e.g. appointment reminders)
Outcomes (Outcomes Assessments or Surveys that use scoring)
Adding a New Document
To add a new Document click the Add New Document link in the top right of the Results box.