- To create a new global document, click the Knowledge Base link in the Left Navigation bar or select Go To > Knowledge Base from the Top Navigation bar.
- Navigate to the appropriate folder in the tree pane, or create a new folder by clicking the New Folder icon.
- Click the Add button.
- Enter a description of the document.
- Select the type of document you are creating. The categories of documents are created during system configuration and depend on the selected initiative. If no initiative is selected, only global document types are shown.
Note: Documents set as type Policies and Procedures are displayed in the Idea Portal, under Policies and Procedures.
- Enter the complete path to the document location, or use the Browse button to locate it on your machine or the network. You can also enter a fully qualified URL if the document is hosted external to the system.
- To prevent other users from modifying the document you can select the Lock Document check box. You can also enter a lock description.
- To make this document a Best Practice document select the Should this be published as a best practice? option.
- Click Save to upload your document.