Tips and Tricks
How to create, update, use and remove Styles within drafting
How to use the Home Page
Search Tips and Tricks
How to turn on previous searches in Chrome(Autofill)
How to access the Support Portal
How to Export Search Results
How to configure a Submission Process
How to configure a Requisition Process
How to add/edit a Department
How to configure Document Author Submissions
How to set up an Organisation Message
Offline Access Application
How to add/edit a Section
How to configure an Approval Process
How to update your Organisation logo
How to rename a department or section in Prompt
How to assign Standards, Legislation, Executive Sponsors and Risk Rating
How to configure an Organisation
How to set up Risk Rating
How to configure the Drafting and Reviews Process
What is In-Drafting?
Document Author Forms
Receiving The Requisition Form
How to set up user permissions
How to set up Executive Sponsors
How to change my profile picture
How to set up an anonymous user
How to Generate a Mobile Token
How to invite reviewers
How to disable a user
How to promote a user to an Admin
Add New User: Email address is already in use
How to reset a users MFA setup
How to set up a new general user
How to remove user permissions
How to set an expiry date for staff user logins
How users access Prompt offsite by generating their own mobile token
How to suspend a user
How to unlock a user
How to set up a user as an approver
How to View User History
How to set User Access Rights
Configuring Prompt MFA using Authy Desktop
How to change my password
How to set up Multi-Factor Authentication (MFA)
New Client Migration
Migration Target Schema
Migration Data Transformation Example
How to upload data and documents to staging location
Troubleshooting data validation issues
Frequently Asked Questions
Business Continuity Plan/DR - Prompt suggestion
What footer tags are available in Prompt?
Prompt Terms and Definitions
Password Reset / Expiry
Incorrect / Missing Font in converted PDF file
Who is Lucas Victoria?
Checking-in a Document - Where does my document go when I check it in?
Username - Why doesn't my old Prompt user name work?
Email - Auto-generated email notification signature - I don't want my name on them
Which document types are supported in PROMPT?
Which browser is best to use?
Do users need to log into PROMPT with a username and password?
MFA – What happens if I have lost my smartphone or left it at home?
Chrome settings - How to change to enhance Prompt usability?
Is there a cost for PROMPT?
Approving a Document - Why can't I see the document I need to approve in the Home Tab?
What is Multi-Factor Authentication (MFA)?
Why do I get a Change Your Password page when I sign in?
User Permissions - How do I add or change user permissions?
How Feature Requests are handled
Prompt Documents Support Hours
What training and support is available for the implementation of PROMPT?
Agency Admin - Why can't Prompt Admin edit Agency Admin?
Notification that you will be logged out
Document Review Date - Why can't I change the Review Date when checking in a document?
Bulk Move Documents - How do I bulk move documents?
Audit - Full audit does not show full history of document
Working Offsite - Why does anonymous user link go to log-in page
Document ID - Why have my document IDs changed in the new Prompt?
Is PROMPT endorsed by the Department of Health?
Log-in Screen - Why do I get the log-in screen when I click on the anonymous user link?
How to create fillable PDF forms
How to Reactivate a Disabled/Deleted Document
How to Keep a Document Private
How to Copy a Document Link
Assigning Standards or Legislations
How to change a Document's Location, Document Type or Sponsor
How to Copy a Document
How to search for a document
How document versions work
How to Check-In a document
How to Approve or Reject a Document
How to Check-Out a document
How to add/edit Document Types
How to access the Document History
How to access the Document Information
How to submit my draft document
Document Processing Failures
How to embed Footer Tags into a document
How to invite Document Co-Authors
How to Request a Document
How to customise my forms
How to insert Hyperlinks into Prompt documents
How to download All Documents
Remove Document Review Requirement
How to set a Document Review window for responses
How to Disable/Archive a Document
How to Link Documents and Create Alerts
How to Create a New Document
How to re-upload a Failed Document
Updated by Prompt Support
The Submission process is an additional layer on the approval process, that includes a custom form to be completed when checking-in a document, and a custom checklist for when publishing a document.
Submissions will replace the check-in process every time new document version is checked-in and the Document Author will have to complete the submission form before submission is complete.
When this document is sent to the approval process if the approver has the Publisher role it must complete the submission checklist before approving the document.
To enable the submission process go to Admin -> Manage Organisations and select Edit at the name of your organisation.
Go to the Submission Process tab and Enable Submissions. This will also enable approvals, as the submission process requires an approval process in place.
Once enabled you can go to the Form tab and create your submission form and to the Checklist tab and create your submission checklist.
They can both be disabled individually,
- If the Form is disabled only the checklist and the consultation will be available to approvers,
- If the Checklist is disabled it won't be visible to Publishers.
- If Both are disabled, it is the same as disabling the submission process, it is advised to have at least one enabled if your organisation wish to use the submission process.
Note: These forms will be used in all submissions, it won't differentiate approval processes and sections.
Form builder instructions
To add a new question, select the element you wish to add and drag it to the form.
The element will be added between the existing elements in the form.
You can select the three lines icon at the left to reorder questions in a form.
To Remove an unwanted question, you can use the trash can icon.
You can mark a question as Mandatory by enabling the Required slider. When enabled this question has to be answered when submitting this form.
- Section: a section is a group of questions, a form can have multiple sections.
- Single Line: it's a type of question that requires an answer in a single line.
- Text Area: it's a type of question that requires an answer that can be a short text with multiple lines.
- Date: it's a type of question that requires a date as an answer
- Radio: the radio element provides multiple choices but only one can be chosen.
To add new options in a radio question, select the Add Option button, to delete an option select the Trash can icon at the right side of the unwanted option.
- Checklist: It's a series of multiple boxes that can be checked to review something, more than one box can be checked in each checklist component, if mandatory, at least one box must be checked.
To add new options in a checklist, select the Add Option button, to delete an option select the Trash can icon at the right side of the unwanted option.