Classifying and Un-classifying Uploaded Documents
All organisations using the system can classify an attachment when it is uploaded or from the table.
Note: Users must have Manage Classified Attachments permissions to view their organisation's classified documents.
See User Roles List for Head Contractors.
- Navigate to the Attachments Page
You can navigate to the Attachments page from links on the following pages:
- Period Home
- View Period Request
- View Statutory Declaration Status
- Manage Progress Claim
- Sign Document
- Authorise Payment.
- From the Attachments page, select the tick box in the row for the document that should be classified or un-classified.
- Choose the Classify Files or Unclassify button.
Tips
The list of uploaded files can be filtered by column.
- Organisation: The name of the organisation with an attachment
- Contract: The vendor contract number that displays on an organisation's progress claim document
- File Name: A name given to the uploaded file
- Description: A description for the document, entered when the user uploaded the file
- Period: The period in which a user uploaded the document.
- Type: Shows if the uploaded document is a progress claim or statutory declaration attachment
- Upload Date: The date a user uploaded the attachment
- Uploaded By: Name of the organisation and user who uploaded the file
- File Size: The size of the uploaded file
- Classified: Indicates whether the attachment is classified.
Last Published Wednesday, July 10, 2024