Assigning Standards or Legislations

When Checking in a document you have the option to assign Standards or legislation, this process occurs during the document approval process.

To Assign Standards.

Go to the Standard tab, select a Standard from the drop-down and select Assign To A Standard.

A window will open for you to tag sections of the Standard against your document by selecting the circle button. You may de-select sections by clicking a second time on the circle button. Once finished, select Submit.

Returning to the Standard tab the list of all currently assigned Standards will display. To add additional Standards select Assign To Standard.

Select Edit to return to the Standard sections window to edit currently assigned sections. 

Select Remove to remove a Standard. This will remove the whole Standard and all of its sections from your document.

To Assign Legislation

To assign a Legislation go to Legislation tab and select Assign Legislation.

A window will open displaying all Legislation categories.  Select the plus icon to expand and show all Legislation in a particular category.

To tag your document, select the circle button next to the chosen Legislation. You may de-select a Legislation by clicking a second time on the circle button.

Select Submit when finished. 

Returning to the Add Document page a list of all Legislation assigned to your document will be displayed. You may remove or add additional Legislation by selecting Assign Legislation. 

Select Submit when finished. 

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