Articles in this section

See more

  • ADMINS, have you signed up for HUB? In order to log in to the new support portal that's coming soon, you will need to be a member of our online community, HUB. To register for a HUB account, please click here.

  • This support portal, including emails sent to support@policystat.com, will be unavailable beginning at 8:00pm ET on Friday, February 26th, while we prepare to launch the new RLDatix SupportHUB on March 1st.
    If you have a Severity 1 Critical issue to report over the weekend, please contact 317-644-1296, option 2, to leave a message for the on-call engineer. A member of our support team will respond promptly.
    For all other issues, we kindly ask you to report them on Monday morning, in the new system. All knowledge and education resources will able be available at that time.
    Thank you for your patience.
    The RLDatix Support Team

How do I Upload Files to the Implementation Dashboard?

Avatar
Sean Munro
  • Updated
Follow

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:


|

  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.
    dashboard-link-upload.png
  4. Select the appropriate Area* from the initial drop down (A).
    dashboard-upload.png
  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).

Related articles

Comments

0 comments

Please sign in to leave a comment.