Viewing published manuals

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• Accessing the manuals interface

  Who Has Access to the Manuals Interface? Access is granted to users assigned as Manual Administrators. How Do I Access the Manuals Interface? To access the Manuals Interface, click on Manuals in the left-hand menu. From there, select the specific ...

• Making a manuals change request

  Making a Manual Change Request To submit a Change Request in a manual, follow these steps: Highlight the Text: Select the portion of the policy you wish to modify. Open Annotation: When the annotation icon appears, click on it. Enter the new content ...

• Form Dashboard Viewing Options

  Viewing Options The Form Dashboard offers two viewing options: List View and Board View. You can switch between them to suit your preference. List View The List View displays submissions in a condensed list format. Each item can be expanded to reveal ...

• Publishing a manual

  Publishing a Manual Manual Administrators can publish a manual once all changes have been reviewed and approved. Here’s how to do it: Check Change Status Bar: Ensure all fields under the Change Status Bar show zeros for Changes In Progress, Needing ...

• Using the Mark Publishable, Preview, and More buttons

  How to Use the Mark Publishable, Preview, and More Buttons As a Manual Administrator, you’ll find the Actions button in the upper right corner of your manual editing view. Here’s a breakdown of each key option and how to use it: Mark Publishable ...