Objective:

• Complete Step 2 of the Implementation Dashboard: Assign Attachments

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 Assign Attachments link in the header or ensure the progress bar shows your status as Assign Attachments.
   
   
   • If you have just completed Step 1, you will navigate to Step 2 automatically.
4. Review the uploaded files and identify any items to mark as attachments.
5. Click the Mark as Attachment button next to any files identified as attachments.
   
   • Files that are incorrectly added as attachments can be Marked as a Policy.
6. Locate the parent file the attachments belong to.
7. Click the Attach Files button next to the parent file.
   
8. Click the drop-down list to locate the appropriate attachment.
9. Click the Attach button.
   • To remove an attachment, click the X next to the title.
10. Click the Convert to Stub button to mark a file as a stub policy.
    
11. Ensure the Files to Attach section Is clear of any remaining attachments or stub policies before proceeding.
12. Click 3. Set Properties on the header to proceed.