oh cqe administration user guide · the ohio cqe system is designed for use by the vast majority of...

OH CQE Administration

User Guide

April 2013

OH CQE Administrative User Guide, April 2013

of 55

Table of Contents

1. OH CQE SYSTEM REQUIREMENTS ..................................................................... 4 1.A. OPERATING SYSTEM .......................................................................................... 4 1.B. INTERNET CONNECTION ...................................................................................... 4 1.C. WEB BROWSER ................................................................................................ 4 1.D. ADOBE ACROBAT READER .................................................................................... 4 1.E. MICROSOFT WORD VIEWER ................................................................................. 4

2. USER TYPES ..................................................................................................... 5 2.A. DRC STAFF .................................................................................................... 5 2.B. DRCJRO STAFF ............................................................................................... 5 2.C. DRC CQE SITE ADMINISTRATOR ........................................................................... 6 2.D. INVESTIGATIVE STAFF ........................................................................................ 7 2.E. COMMON PLEAS COURT STAFF .............................................................................. 7 2.A. COMMON PLEAS COURT ADMINISTRATOR .................................................................. 8

3. SYSTEM ACCESS............................................................................................... 9 3.A. GAINING SYSTEM ACCESS ................................................................................... 9

3.A.1 RESETTING PASSWORD ................................................................................ 9 3.B. ADDING A USER ............................................................................................. 10 3.C. ADDING A USER TO RELATED DOCUMENTS .............................................................. 11 3.D. DEACTIVATING A USER ..................................................................................... 13 3.E. UPDATING USER PROFILE .................................................................................. 14

4. LOGIN PAGE .................................................................................................. 15 4.A. ACCESSING OH CQE ....................................................................................... 15 4.B. BOOKMARK/FAVORITES .................................................................................... 16 4.C. ADDING OH CQE TO LIST OF TRUSTED SITES ......................................................... 16

5. HOME PAGE ................................................................................................... 17 5.A. SEARCHING FOR DOCUMENTS ............................................................................. 18 5.B. ACCESSING MY INBOX (E-MAIL/MESSAGES) ........................................................... 19

5.B.1 VIEWING E-MAIL/MESSAGES ....................................................................... 20 5.B.2 SEARCHING FOR E-MAIL/MESSAGES ............................................................... 20

5.C. COMPLETING MY TASKS (ACTIVE TASKS) ............................................................... 21 6. MY ADMINISTRATION PAGE .......................................................................... 22

6.A. ORGANIZATION ADMINISTRATION ........................................................................ 22 6.A.1 ADDING AN ORGANIZATION TO OH CQE ......................................................... 23 6.A.2 SEARCHING FOR AN ORGANIZATION ............................................................... 24 6.A.3 UPDATING ORGANIZATION INFORMATION ......................................................... 24 6.A.4 VIEWING/ADDING MEMBERS TO AN ORGANIZATION............................................. 25 6.A.5 VIEWING AN ORGANIZATION’S DOCUMENTS ...................................................... 28

6.B. ADD USERS TO ORGANIZATION ........................................................................... 28 6.C. MODIFYING USERS ROLES/SYSTEM ACCESS ............................................................ 29 6.D. PERSON SEARCH ............................................................................................ 30 6.E. APPROVE USERS ............................................................................................. 32

6.E.1 APPROVE USERS ......................................................................................... 33 6.E.2 APPROVE USERS AND ORGANIZATION ................................................................ 34 6.E.3 DENY USERS ............................................................................................. 34

6.F. USER MANAGEMENT ........................................................................................ 35 6.G. UNLOCK USERS .............................................................................................. 37 6.H. MASS MESSAGES ............................................................................................ 38

6.H.1 CREATING A MESSAGE TEMPLATE .................................................................. 38 6.H.2 CREATING A CUSTOM MESSAGE .................................................................... 41


of 55

6.H.3 MESSAGE RECIPIENT ................................................................................. 43 6.H.4 READING A MASS MESSAGE ........................................................................ 44

6.I. STATUS PUSH DOCUMENTS ................................................................................ 45 6.J. CREATE USER/DOCUMENT FOR PETITIONER ............................................................. 46

7. DOCUMENT NAVIGATION ............................................................................... 52 7.A. VIEW, EDIT, AND COMPLETE FORMS ..................................................................... 52 7.B. CHANGE THE STATUS ....................................................................................... 53 7.C. ACCESS MANAGEMENT TOOLS ............................................................................. 54


of 55

1. OH CQE System Requirements

The Ohio CQE system is designed for use by the vast majority of computer users with little

or no changes to the computer environment. The requirements that are mentioned below

are common computer elements that should be present on most machines.

1.a. Operating System

OH CQE is designed for both of the more common computer operating systems - Windows

and Macintosh. It has not been tested and is not supported on other operating systems such

as Linux and UNIX. Users accessing OH CQE from a Macintosh environment are required to

have MacOS 7.5 or higher. Windows users are required to have an operating system that is

Windows XP or higher.

1.b. Internet Connection

OH CQE is a web site designed for access via the Internet. For purpose of accessing OH

CQE, minimum connection is by modem. For those using a modem, recommended

connection speed is at least 33.6 kbps (kilobits per second). Internet connections “faster”

than modem, i.e., cable, DSL, T1, wireless improve speed at which the system operates. In

an office environment, there may already be an Internet connection, but if unsure, contact

the network administrator.

1.c. Web Browser

This system was designed to be compatible with common up-to-date web browsers

including Internet Explorer V.7 and above, Firefox, Safari, and Opera.

1.d. Adobe Acrobat Reader

Adobe Acrobat Reader is used to view PDF (Portable Document Format) documents. The OH

CQE system automatically generates grant documents in PDF format using information that

is saved into various narrative and budget pages. Using Adobe Acrobat Reader can view,

print, or save PDF documents. Adobe Acrobat Reader can be downloaded at

www.adobe.com.

1.e. Microsoft Word Viewer

OH CQE has a combination of both Microsoft Word and PDF documents. Microsoft Word

increases OH CQE’ formatting options and reduces the amount of empty space on printed

pages. If MS Word is not installed, MS Word Viewer is available for download at

www.microsoft.com.

http://www.adobe.com/

http://www.microsoft.com/downloads/en/details.aspx?FamilyID=3657ce88-7cfa-457a-9aec-f4f827f20cac&displaylang=en


of 55

2. User Types

These roles have different security levels needed to access My Administration, My Reports,

and Petition Forms etc.

2.a. DRC Staff

Create a user and document for petitioners using the Create User/Document tool

Search for Petitions

View Petition forms:

o Personal and Contact Information

o Certification Request and Criminal History

o Certification Rational

o Employment History

o Reference(s)

o Family Members

o DRC CQE Summary

o Court Page

o Petition Certificate

Save Petition Form “Court Page” in the following statues:

o Petition in Common Pleas Court Review

Create a Petition PDF

View Petition Status and Modification history

2.b. DRCJRO Staff








o Reference(s)

o Family Members

o DRC CQE Summary

o Court Page


of 55


Save Petition Form “DRC CQE Summary” in the following statuses:

o Petition in DRC Review

o DRC Information Needed

Save Petition Form “Court Page” in the following status:


Save Petition Form Input Written Petition in the following status:

o Petition created for Petitioner



2.c. DRC CQE Site Administrator


Search for Petitions, Organizations and Persons

Unlock Users

Send Messages

Add/Remove users in Organizations

Update Active dates

Modify Document Due Dates






o Reference(s)

o Family Members

o DRC CQE Summary

o Court Page


Save Petition Form “DRC CQE Summary” in the following statuses:

o Petition in DRC Review

o DRC Information Needed




of 55

Save Petition Form “Input Written Petition” in the following status:




2.d. Investigative Staff








o Reference(s)

o Family Members

o DRC CQE Summary

o Court Page






2.e. Common Pleas Court Staff








o Reference(s)

o Family Members

o DRC CQE Summary


of 55

o Court Page








2.a. Common Pleas Court Administrator


Search for Petitions, Organizations and Persons

Send Messages

Add/Remove users in Organizations

Update Active dates






o Reference(s)

o Family Members

o DRC CQE Summary

o Court Page









of 55

3. System Access

3.a. Gaining System Access

To access OH CQE, a user must have a username and password. Below are the ways to

obtain a login—one for the initial administrator of an organization and one for all other

users.

Petitioners

All Petitioners that need access to the system will need to use the “New User?” link, answer

the questions and fill in the Contact Information form:

Other users

To gain access as a Court or DRC staff member you will need to contact the DRC CQE Site

Administrator or Common Pleas Court Administrator.

Administrator(s) responsibilities:

Adding users to the organization

Activating, assigning, and deactivating users

Managing user access and documents within their organizations

3.a.1 Reset t ing Password

If you forget your password you can use the “Forgot Password?” link on the main log in

page.

If you enter 3 incorrect password attempts, you will be locked out of the system for 15

minutes. If you are locked out AND reset your password, you will not be able to log in until

the 15 minutes expires.

Enter your user name

Enter the email address that you entered in your system profile


of 55

3.b. Adding a User

As an Administrator you will be responsible for adding any new staff members to your

organization.

1. Click on the My Organization link

2. Click Organization Members link

3. Click Add Members link

4. You can search for an existing user by using Person Search

5. Otherwise click the New Member button

6. Fill in the users information then click the Save & Add To Organization button at

the top right.


of 55

3.c. Adding a User to Related Documents

DRC CQE Site Administrator Only:

Users are not able to access documents created prior to the date they are

activated/assigned to an organization. For access to documents dated before a user’s

activation date, an administrator must assign the user to each individual form/document

using the “Add/Edit People” option located within each document. On a document’s main

menu:

1. Select “Access Management Tools”

2. Select “View Management Tools”

3. Select “Add/Edit People”

a. Type the name, or part of the user’s name (at least 3 characters), in the

Person Search field, and “Search.”

b. Check the box in the column next to the desired person

c. Select a role for the user, along with an appropriate Active Date

d. “Save” to complete adding the user to the document


of 55

4. Repeat this process to add additional users, if necessary

5. Return to “Add/Edit People” to confirm that all users have been added correctly.


of 55

3.d. Deactivating a User

Administrators can deactivate a member of an organization. A deactivated user cannot

access, view, or edit OH CQE information. To deactivate a user:

1. Select “Administration”

2. Select “Organization Administration”

3. Search for the organization to access and select that organization’s name

4. Select “Organization Members”

5. Using the drop-down calendar, set the second “Active Dates” field to the date on

which the user to have access will no longer have access

6. Select "Save”


of 55

3.e. Updating User Profile

It is important to keep OH CQE contact information up-to-date. To update the user profile:

1. From the Home page, select “Profile”

2. Update the form with current information

3. Select “Save”


of 55

4. Login Page

4.a. Accessing OH CQE

To access OH CQE, enter http://drccqe.com into the address bar of a web browser. The

page looks like the image below.

Note: The OH CQE site does not save the username and password. This option may be

available on the browser.

http://drccqe.com/Login2.aspx?APPTHEME=OHCQE


of 55

4.b. Bookmark/Favorites

OH CQE may be bookmarked, or added, to the favorites menu

After accessing the OH CQE Login page, on the Internet Explorer (IE) menu bar:

1. Select “Favorites”

2. Select “Add to Favorites”

3. Rename the site, if desired

4. Select “Add”

4.c. Adding OH CQE to List of Trusted Sites

To avoid various browser-related restrictions unnecessarily placed on OH CQE, make the

following changes to the web browser.

If using Internet Explorer, we recommend adding the OH CQE Home page to the list of

trusted sites as follows:

1. Select “Tools”

2. Select “Internet Options”

3. Select “Security”

4. Select “Trusted sites”

5. Select “Sites”

6. In “Add this website to the zone:” enter: http://drccqe.com

7. Select “Add”

8. Select “Close” and then “OK”

http://drccqe.com/Login2.aspx?APPTHEME=OHCQE


of 55

5. Home Page

The Home page is the next page seen after logging into OH CQE.

OH CQE features tabs across the top of the screen that allow access to the Home page and

CQE Petitions.

If an account has not been assigned a global role, only the “Home” tab displays.

When there are no active tasks to perform, “My Tasks” does not appear on the Home page.

There may be times when only “My Inbox” (e-mail/messages) appears on the Home page.


of 55

5.a. Searching for Documents

The tabs allow for searching documents in the system.

To view a list of petitions:

1. Select “My Petitions”

2. Select “Search,” and the list displays below

To view applications by type, name, person, status, organization, or by year:

1. Select “My Petitions”

2. Fill in the necessary information

3. Select “Search”

From the list of Petitions, select the one to view by selecting the name. The fields available

for searching will differ based on security role.


of 55

5.b. Accessing My Inbox (E-mail/Messages)

OH CQE system e-mail/messages are sent periodically. E-mails appear both in OH CQE at

My Inbox and at the e-mail address listed in the OH CQE contact information.

Only certain OH CQE staff is authorized to send program-specific e-mail/messages to

system users.

To access contents of “My Inbox,” select “Open Inbox.”

To send system message click View All My System Messages

Depending on your role you will see the Compose a Message link


of 55

5.b.1 Viewing E-mai l /Messages

All new messages (unread), if any, are displayed.

The following can be done in the Inbox:

Sort messages by Priority, Sender, Subject, or Date/Time

Select “View All System Messages” to see all messages going back to when system

access was received

View a message’s priority status

Select its subject link to view the message

See date/time a message was sent

Select a sender’s name to reply to a message

Check box at left of message to “Mark Checked As Read”

5.b.2 Searching for E-mai l /Messages

To search for a message, select “View All System Messages.” From the “System Messages”

page, enter a keyword and “Search.” A list of messages that match the search criteria

display.

The following can also be done from this menu:

Sort search results by Priority, Sender, Subject, Date/Time, or Status

View all messages going back to when system access was received

View a message’s priority status

Select a sender’s name to reply to a message

See date/time a message was sent


of 55

5.c. Completing My Tasks (Active Tasks)

“My Tasks” appears on the Home page when there are tasks that require action. Some of

the tasks may be critical (indicated by a red Date Due).

To access documents requiring action, select “Open My Tasks” and then the name of a

document to go to that document’s menu.

When there are no active tasks, “My Tasks” is not visible on the Home page.

Note: To access all documents that are assigned, see user guide section 4.a. Searching for

Documents.


of 55

6. My Administration Page

The “My Administration” page is where certain OH CQE staff can perform searches; update

user information; view an organization’s documents, and/or modify system roles and

access.

The links that are visible on this page are dictated by the level of access/authority assigned

to the account.

6.a. Organization Administration

Common Pleas Court Administrator & DRC CQE Site Administrator Only

On the Home page, select “My Administration,” and then “Organization Administration” to

add a new organization to OH CQE, view current members/add new member to an

organization, modify some of an organization’s information, and/or view an organization’s

documents.


of 55

6.a.1 Adding an Organizat ion to OH CQE

To add a new organization to OH CQE,

1. Navigate to the “Organization Administration” page

2. Select the “Add Organization” button in the upper right corner

3. Complete the page with the new organization’s information

4. If you are adding a Common Pleas Court make sure you check the box under

Organization Categories.

5. Select “Save.”


of 55

6.a.2 Searching for an Organizat ion

To search for/view an organization’s information:

1. Select “My Administration”


3. Type search criteria (key words)

4. “Search”

The search results display a list of organizations that match the search criteria. Select the

organization’s name to go to its information. You will also notice Petitioners will show in this

search, they are considered an “Individual Organization”.

6.a.3 Updat ing Organizat ion Informat ion

To update contact information, a Common Pleas Court Administrator or DRC CQE Site

Administrator navigates to “Organization Administration,” enters search criteria, selects

organization from results. Then, at the organization’s information page, updates the form

and selects “Save.” The first two fields—Name and Short Name--are altered by a system

administrator. There may be links such as “Mailing Address” that require additional

information. If so, select the link and provide the information.


of 55

6.a.4 Viewing/Adding Members to an Organizat ion

To view current members of an organization:

1. From the Home page, select “My Administration”


3. Search for the organization

4. Select the organization from the list

5. Select “Organization Members”


of 55

To add a new member to an organization, follow the steps indicated.

1. A person search field appears. Type the first or last name of the person to add and

select “Search.” The results appear below.

2. Place a check in the box next to the person to add, select a role, enter an active date

(beginning), and “Save.” Then select “Current Members” and the person added

should show with the rest of the organization’s member names.

3. If the person’s name does not come up in the search results, then select “New


of 55

Member.”

4. Enter information for the new user and “Save & Add To Organization.”


of 55

6.a.5 Viewing an Organizat ion’s Documents

To view an organization’s applications, grants, reports, etc.:



3. Search for the organization

4. Select the organization

5. Select “Organization Documents” (documents can be sorted by various criteria)

6.

You can use this to search for a petitioner and view any petitions they’ve created.

6.b. Add users to Organization


To search for a member of an organization:


2. Select “Person Search”

3. Enter the name of the person (first or last name, works best)

4. “Search,” search results appear


of 55

Select a person’s name to go to the Organization Members page to view contact

information.

6.c. Modifying Users Roles/System Access


1. From the Home page, select “My Administration”, and then “Modify System Roles

and Access”

2. Enter a first or last name, select “Search”

3. Place a checkmark next to the user(s) name

4. Set the person’s role, and add an active or an inactive date

5. Select “Update Selected Users”


of 55

6.d. Person Search


The person search has one main function which is to search for a person in the system. In

order to search for a person, follow these steps:

1. Type in the name of the member, first or last name works best. Click “search”.


of 55

1) Under “Search Results”, a list of users will appear.

2) If you click on the user name link you will be able to view this person’s contact and

organization information.


of 55

6.e. Approve Users

DRC CQE Site Administrator Only

The Approve Users page allows administrators to approve users, approve users and assign

them a role for an organization and Deny users.


of 55

6.e.1 Approve Users

1) To filter the list of results, enter information into the Search Criteria and Click

“Search”.

2) In the Approval Type drop down, select “Approve User”.

3) Select the Organization to assign the user to, the Role of the new user and

Active/Inactive Dates

4) Check the name of the user to approve and click the “Apply” button.


of 55

6.e.2 Approve Users and Organizat ion


“Search”.

2) In the Approval Type drop down, select “Approve User and Organization”.

3) Enter the name of the New Organization to create and assign the user to. The new

organization will use the selected user information. This can later be changed by

referring to section 6.a.3 Updating Organization Information in this manual.

Select the Role of the new user and Active/Inactive Dates.

4) Check the name of the user to approve and click the “Apply” button.

6.e.3 Deny Users


“search”.

2) In the Approval Type drop down, select “Deny”.

3) Select the user to deny and click the “Apply” button.


of 55

6.f. User Management


The ‘User Management’ link is used to allow administrative staff to inactivate, add, or

change a user or user’s role on a document(s).

Once you access the User Management page, you must select a role and a document type.

The search results will display all available users with the selected role and document type

available in the system. If you wanted to see the available Investigative Staff, you would

search by that role.

If we wanted to add someone to one of the petitions, we would simply place a check in the

box next to the petition and then place a check in the box next to the person’s name. You

may add them as a different role by selecting a different role under “Add Person As”.


of 55

To inactivate a user from a petition, search for that person using the search criteria. Then

check the petition to inactive them for and remove the check next to the person you would

like to inactivate and finally clicking the “Inactivate Users” button.

By doing this, the User Management page will place the inactive user under the “Currently

Inactive” list. It does not completely remove them from the petition.


of 55

6.g. Unlock Users


The Unlock Users page allows administrators unlock users that have been locked out of the

system from to many failed login attempts.

1) When the page is first open, it will show any users that have been locked out.


of 55

2) To filter the list of results, enter information into the Search Criteria and click

“Search”.

3) Place a check next to the user to unlock and click “Unlock”.

6.h. Mass Messages


The Mass Messages allow administrative users to send messages to multiple users in

IntelliGrants. The Mass Message page allows you send either pre-build or custom

messages.

6.h.1 Creat ing a Message Template

1) Select a message type to send (Custom or Template) and select “Go.” Create a

Template for messages you will be sending repeatedly, use Custom when you don’t

want to save the content of your message to send again later.

2) A list of current Templates will be displayed. Click the Add/Edit Mass Message

Templates link to add a new template.


of 55

3) Select the name of a message to edit or click “Add Message Template” to create a

new message.

4) Enter the information into the required fields.


of 55

Field Descriptions:

Name – The name of the Message Template in the Message Template menu.

Author – Author of the message.

Description – Shows up in the Message Template menu, use it to better describe what

your message is about.

Flag – Priority level of the message, can be set to Normal, Low, Medium, and High.

Notification Method – You can choose whether this will just send a System Message

(Inbox on the Home Page), or if an e-mail will also be sent to the user’s registered e-mail

address.

Subject – Subject line of your message/email. Dynamic Text can be used in the subject

line

Body – The main body of your message, Dynamic Text can be used in the body as well.


of 55

Dynamic Text – A drop down box containing a list of variables used by IntelliGrants,

these can be used to personalize a message, or to give the user more specific

information.

5) Select the “Save” button at the top of the page.

6.h.2 Creat ing a Custom Message

1) From the Compare Mass Messages page select “Custom Message” from the drop

down and click “Go”.


of 55

2) The Custom Message fields will appear. The fields are the same as used above in the

Template Messages. Once you have entered the information about the message you

must select who the message will be sent to. This is covered in the next section of

the manual.


of 55

6.h.3 Message Recipient

1) First select a Category to search within. For example, if you wanted to remind all

users with a CQE Petition in Process that the deadline is approaching, you would

select Petition and click the “Go” button.

2) If you want to refine results even more, select a Status, Document Template or both.

If you select a Document Template, click the “Go” button to populate the Document

Template Instance drop down.

3) Select the Role(s) you want to message to be sent to. You can check all Roles to

search by if you select the checkbox at the top left.

4) Click the “Search” button to bring up a list of documents that match the search

criteria entered.


of 55

5) From the Search Results, select the documents you would like to send the message

to. The documents can be sorted using the “Sort by” drop down.

6) Click the “Send Message” button at the top of the page to send the message.

6.h.4 Reading a Mass Message

1) Mass Messages show up in your Inbox just like automatically generated messages

within IntelliGrants. If you selected a Notification Method of “System and Email

Message”, the user will receive a message from within IntelliGrants and also at the

email the user provided when they registered in the system.

2) Click a system message to read just like any other message that you would receive

in your Inbox.


of 55

6.i. Status Push Documents


The “Status Push Documents” link is used to manually push the status of an object such as

an application either forward or backward depending on the status that is chosen.

To push a document to a new status, follow these steps:

1) Select the type of document and if desired, the organization. Click the “Search”

button.

2) Several items will display in the search results, put a check in the box next to the

item you wish to push.

3) Open the drop down menu and select the status to push the item and enter a Reason

for Push, click on the “Push Selected Documents” button. The Document should

appear with the new status in the list.


of 55

6.j. Create User/Document for Petitioner

DRC JRO Staff, DRC CQE Site Administrator, Common Pleas Court Staff, Investigative Staff,

and Common Pleas Court Administrator Only

You will use this tool to create a new user in the system, and then create a Petition for the

Petitioner. Once you have done the steps in this section, you will then search for the petition

and upload the Written Petition which is cover later in this manual.

1) From My Administration click the “Create User/Document” link

2) Fill in the required information, and choose the year of the petition.

User Creation requirements:

Information in this section will be carried forward into the petition so accuracy and

completeness are important.

The Username must be letters and numbers and be 5 to 20 characters in length. You

MUST use the Petitioners First initial and Last Name as the user name. If the user

name is already taken please increment the user name with a number. For example

jsmith or jsmith1. Please do not include any punctuation in the user name such as

dashes or apostrophes. If you do not use the defined formatting for a user name the

petition will be rejected.

The Password must be letters and numbers and be 7 to 20 characters in length.

All areas marked with a red asterisk are required fields and must be filled to proceed.

Use the SAVE button at the top right to save your data prior to proceeding to the

next section. You will receive an error message if portions of this section are not

completed properly.

3) Once you have completed this form click “SAVE” at the top right


of 55

4) You will receive a confirmation message at the top of the screen.

5) To view the petition you just created click “My Petitions”

6) Type in the name of the Petitioner into the search criteria and click “Search”

7) Click the ‘Name’ of the petition to navigate to the petition menu.


of 55

8) You will be brought to the Petition menu, click View Forms to start the upload

process.

9) Click on the “Input Written Petition” form

10) The information you entered on the Create User/Document has now populated onto

this form. You will need to attach the completed DRC Release Information and the

CQE Petition and click “Save”.


of 55

11) You can navigate to the Forms by clicking on the Forms Menu link.


of 55

12) To change the status of the document click on the Petition menu link.


of 55


of 55

7. Document Navigation

7.a. View, Edit, and Complete Forms

To view the Petition forms click on the View Forms button

Depending on the status of the document and your role in the system you will be able to

view the appropriate forms.


of 55

Use the Document Information link to navigate back to the Petition Menu.

7.b. Change the Status

Click the View Status Options to view the available status options for the document.

Depending on the status of the document and your role in the system you will see the

possible status for the document.


of 55

7.c. Access Management Tools

Click the View Management Tools button in order to access tools to help you manage the

document.


of 55