Submit Uploads through the Implementation Dashboard

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Prior to beginning the upload process, please ensure you have reviewed the information in this article.

Prior to uploading, files to be uploaded should preferably be organized and compressed to a zipped folder. For more on organizing files for the greatest ease of upload, see this article. For more on how to zip a file folder, see this article.  

The zipped folder file is then imported by a user with Site Administrator privileges through the PolicyStat Implementation Dashboard.

As demonstrated in the interactive tutorial below, uploads through the Implementation Dashboard address five steps.

Step 1: Upload Files

Step 2: Assign Attachments

Step 3: Set Properties

Step 4: Submit Uploads

Step 5: Resolve Duplicates

To learn more about the process and begin uploading your files, please click the tutorial button below.

Implementation Dashboard Tutorial (07:13)

NOTE: Viewing the tutorial requires Adobe Flash Player. For assistance, please contact your IT department.

 

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Implementation Dashboard Procedures

Locate the Implementation Dashboard

  1. Click the Admin tab along the top left area of your local PolicyStat site.

    adminTab_area.png

     If no Admin tab is present, ensure:

 

  1. Click Implementation Dashboard (under the Site Data column)
    dashboard_area.png

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Step 1: Upload Files
View this step in the interactive tutorial

  • Click the Upload Files link in the header.

  • Select the appropriate Area* from the initial drop down (1).
  • If applicable, select the appropriate Applicability Group (2).
  • Click the Browse button to locate the file** for upload (3).
  • Click the Upload Files button (4).

    step1Details_sm_area.png


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Step 2: Assign Attachments
View this step in the interactive tutorial

  • Ensure the progress bar shows your status as 2. Assign Attachments.

  • Review the uploaded files and identify any items to mark as attachments.
  • Click the Mark as Attachment button next to any files identified as attachments.

  • Locate the parent file (or files) the attachments belong to.
  • Click the Attach Files button next to the parent file.
  • Click the drop-down list (1) to locate the appropriate attachment.
  • Click the Attach button (2).



  • To remove an attachment, click the X next to the title.



  • Ensure the Files to Attach section Is clear of any remaining attachments or stub policies before proceeding.
  • Click 3. Set Properties on the header to proceed.

Stub Policies

Some files are not independent policies, but also are not associated with a parent document. In PolicyStat, these files can become stand-alone attachments called "stub" policies. For example, Excel forms or log sheets, form letters or memos in Word or PDF format, PowerPoint presentations, etc. would be considered stub policies. 

When a user clicks a stub policy, the content of the policy reads simply: “Please see the attached file.”

stubPolicy_area.png

To designate an attachment as a stub policy, click the Convert to Stub button after the file has been marked as an attachment.



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Step 3: Set Properties
View this step in the interactive tutorial

  • Ensure the progress bar shows your status as 3. Set Properties.

  • Click the checkboxes next to the file names to select the files and assign properties.

Files can be selected one at a time, multiple non-sequential files, or all displayed files (click the checkbox at the top left of the table to select all).

  • Use the drop-down lists or text entry boxes to designate the appropriate properties (Area, Approval Workflow, Policy Owner, Review Period)
  • Click Apply Changes to assign the properties.

Changes can be modified prior to submitting if necessary.

  • As needed, delete any file uploads by selecting and clicking Delete Uploads (next to Apply Changes).
  • Click 4. Submit Uploads on the header to proceed.

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Step 4: Submit Uploads
View this step in the interactive tutorial

  • Ensure the progress bar shows your status as 4. Submit Uploads.

  • Click the checkbox in the top left of the table to select all uploads.
  • Using Select All selects a maximum of 50 files. If uploading more than 50, click Select All Uploads.
  • Review the uploads and click Submit Checked Uploads (at the bottom of the table).

  • Click 5. Resolve Duplicates on the header (optional).

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Step 5: Resolve Duplicates
View this step in the interactive tutorial

  •       Ensure the progress bar shows your status as 5. Resolve Duplicates.

  • If PolicyStat has identified any policies as similar based on similar file names, they will be designated as duplicates.
  • To avoid duplication of final conversion, please review the uploads. Ensure they are either not duplicates or delete duplicates as desired.

 

*Terminology may vary based on local preferences. Area may be known locally as Policy Area, Department, Category, or another term. 

**The most efficient upload method is a zipped folder containing documents using similar properties (e.g. – Owner, Area, Approval Workflow, etc.).

For a printable PDF version of this information, please click the button below.



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This article applies to the following job role:

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