Set Document Record Availability

You can view document records using the Document Records task from Quick Actions, person spotlight, My Team work area, or person smart navigation. Additionally, you can specify a date from when the document records for a document type can be viewed.

To do this, follow these steps:

Creating the Document Type

1. In the Setup and Maintenance work area, go to the Document Types task.

2. In the Search Results area, click the Create icon. The Create Document Type page is displayed.

3. In the Document Type Information area, click Yes for the Publish Required option when you enter the details. This displays Publish Date as a required field for workers on the Add Document Record page.

4. Select the restrict options for the document record and attachment preferences, and click Submit.

5. Click Yes, and then click OK.

Note:

• You can change the Publish Required option to Yes. To make the change, you need to ensure that all document records of the document type have the publish date populated.

Creating Document Records using HDL

Enter the attribute values as shown in the following table when you create the document records using HCM Data Loader.

Attribute	Value
Publish	Y
Publish Date	Date you want to publish the document records. For example, 2017/12/01.

Note:

• You can update the attribute values through HSDL and REST.
• You need to populate the publish date using HCM Data Loader before you change the publish date to Yes.

For more information about loading document records using HCM Data Loader, see the HCM Business Objects guide.