How do I add a Risk Mitigation Plan attachment to an Approval?

To include a Risk Mitigation Plan (RMP) on a single project, attach a document to the Approval Attachment section.

Note: Users can also add an attachment to the Vendor Attachments section to assign the document to the entire organization.

  1. From the Vendor column on the Approvals Landing Page, select a Subcontractor name.
    The Vendor Dashboard opens.
  2. Select the Attachments tab.
  3. Under the Approval Attachments section, in the Description field, enter a description for the RMP document.
  4. Select Select File.
    A File Upload dialog box appears.
  5. Navigate to the file to upload, and select Open.
    The dialog box closes, and the document name appears next to the Select File button.
  6. Select Attach.
    A Success message appears at the top of the page, and information about the document displays in an Approval Attachments table.

    Document information includes:
    • File—Name of the file
    • Description—Manually entered description
    • Type—An icon representing the type of file uploaded (e.g., .pdf .docx, etc.)
    • Date—Document upload date
    • User—Name of the user who uploaded the document.



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Last Published Monday, October 24, 2022