'Best Practice', 'Standards' and 'Portfolio of Evidence (PoE)' documents can all be uploaded via the Documents page.
Note: PoE documents can also be uploaded via the Asses, Plan and Tasks pages, however, Best Practices and Standards can only be uploaded via the Documents page.
To upload documents via the Documents page:
Step 1
Navigate to the Documents page from the main menu.
Step 2
Click Add Document.
Step 3
Select which TRACC action items you would like to upload the document to.
Step 4
Select the areas you would like to upload the documents to.
Step 5
Click Upload Documents.
Step 6
Select whether you want to upload the documents in file form (documents) or a link, or both if both are applicable.
Step 7
Click Next.
Uploading files via the Documents toggle
Step 8
Select the files from your computer, or drag and drop the files you would like to upload.
Step 9
Click Upload.
Step 10
Enter a Document Title. Note that it will insert the title the document is named as on your computer. This title can be changed on this screen.
Step 11
Enter a Document Description.
Step 12
Select the document Category. Documents can be uploaded as evidence, standards or best practices.
Step 13
When you upload a document as a standard, you will be presented with another field where you can select the Type of standard it is. E.g. policy, training, etc.
Step 14
Click Save
Uploading documents via the Links toggle
Step 15
Enter the Document URL. This can be a URL from any document suppository used by your organization. E.g. SharePoint.
Step 16
Enter the Document Title.
Step 17
Enter the Document Description.
Step 18
Select the link Category. Links can be uploaded as evidence, standards or best practices.
Step 19
When you upload a link as a standard, you will be presented with another field where you can select the Type of standard it is. E.g. policy, training, etc.
Step 20
Click Save
Note:
- You can remove a link by clicking the x icon to the top right of the card.
- You can add additional links by clicking the Add additional link button.
In addition to this, please refer to the following article to view further guidelines when uploading documents. What kinds of files can I upload?