Link a document to an assessment

This part of the guide explains how to link a document to an assessment.

Step 1 - Go to the page List of Assessments

1. Go to the Assessment module;
2. Choose the Assessments menu. This action opens the List of Assessments page (502:1001);

Step 2 - Link a document to an assessment

3. Go to the Selection Criteria section;
4. Fill out the required fields (identified by a red asterisk *). For example, Entry Date.
5. Click the Refresh button. This action refreshes the page and displays the list of assessments in the lower section;
6. Find the assessment you want to link a document to;
7. Click the hyperlink of the Assessment No. subject of the request. This action opens the Assessment page (502:2005).
8. Click the Docs & Files button. This action opens the Document page (510:2001) of the Docs & Files module;
9. Go to Attachment section;
10. Click the Import button. This action opens the pop-up window File to Upload;
11. Click the Choose a file button and choose the document to upload from your desktop. This action displays the document name to be linked to the assessment;
12. Click the Load button. This action associates the document with the assessment and redirects you to the Document page (510:2001);
13. Click the Save button. This action refreshes the Document page (510:2001) and links the document to the assessment.