Document Navigation

Modified on Tue, 21 Nov 2023 at 02:07 AM

To access assessment documents, navigate to Library and the Document Library will appear under the Documents tab. 

The Document Library contains all assessment documents. 

*NOTE: Greyed out documents indicate that these are shared with other sites within the organization.  These can be used, but not edited by a single site.

A: Filter for documents by inputting keywords into the search box. These keywords must relate to a document's description.

B: Filter for documents by altering the applicable locations. 

Select the specific location(s) desired and then select Restrict search to selected locations to apply the filter. Finally, select Apply to search for the relevant documents. 

C: Export the Document Library to a CSV or XLSX file. 

D: Choose and rearrange the column filters within the Document Library. 

This table displays all applicable columns. Select all desired columns. To rearrange their order, click on the two lines next to the filter's name and drag and drop to the desired location in the order. 

E: Click on the column name to list documents alphabetically, numerically, or chronologically, depending on the filter's parameters.

F: For certain filters, click on the upside-down triangle next to a column filter to select eligible values for that filter to be sorted from. 

For example, when the program filter is selected:

G: Alter the number of document records shown per page (15, 25, 50, 100).

H: Create a new document. Here's how to create a new assessment document.

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