Objective:

• Complete Step 1 of the Implementation Dashboard: Submit Files

Environment:

• PolicyStat Implementation Dashboard

Additional Information:

The Implementation Dashboard process consists of five steps:

1. Upload Files
2. Assign Attachments
3. Set Properties
4. Submit Uploads
5. Resolve Duplicates

Procedure:

Closed captions | Text transcript

1. Navigate to the Admin tab.
2. Click the Implementation Dashboard link under the Site Data column.
3. Click the Upload Files link in the header.
   
4. Select the appropriate Area* from the initial drop down (A).
   
5. If applicable, select the appropriate Applicability Group (B).
6. Click the Browse button to locate the file** for upload (C).
7. Click the Upload Files button (D).