Organisation Setup
How to configure a Submission Process
The Submission process is a new layer added to the approval process, that includes a new custom form to be filled when checking-in a document, a custom checklist for approvers and if drafting is enabled it also includes consultation tables to identify who co-authored and reviewed a document.
How to configure a Requisition Process
Requisitions enable a greater control in which documents are added in your organisation. When enabled, every time when a new document is added or an existing document is checked-out, the approval of a user with one of the Requisition Approval permissions will be required.
How to add/edit a Department
Instructions on how to add or edit a department with Prompt
How to configure Document Author Submissions
Permissions Required: Prompt Admin. Within Prompt DA refers to Document Author. To enable the submission process go to Admin -> Manage Organisations and select Edit at the name of your organisation.…
How to set up an Organisation Message
The Organisation Message is a message board that will be viewed by all users of your organisation. This is seem on the initial page after logging in, or accessing Prompt as an Anonymous user.
Offline Access Application
PERMISSION REQUIRED: Prompt Admin, Admin. Introduction. Installation and configuration should only be undertaken by a network administrator familiar with installations on Windows Server, IIS configur…
Configuring Standards
What are Standards?. Standards enable administrators and document authors to 'tag' documents with the applicable standards for your health service. Once documents are tagged, compliance reporting can…
How to add/edit a Section
Instructions on how to add or edit a section within Prompt.
How to configure an Approval Process
Approval processes were created to help your organisation to manage its documents. Once enabled, when a new document is added or an existing document is checked-in, it should be reviewed by an approver group before becoming active in the system.
How to update your Organisation logo
It's easy to add or update your organisation logo within Prompt.
How to rename a department or section in Prompt
Information about how to rename a department or section.
How to assign Standards, Legislation, Executive Sponsors and Risk Rating
You assign a standard, legislation, executive sponsor and/or risk rating, via the Document Information Page. To access the Document Information page you must select the information icon (i) to the right of a document name.
How to Configure Azure AD SSO
PERMISSION REQUIRED: Prompt Admin, Admin. The Azure AD SSO section is independent from the Email Autocomplete section. Single Sign On only impacts General Users, Admins, Prompt Admins and Super Users…
How to configure an Organisation
You can update and configure all your organisation settings from a single location within Prompt. This document explains all areas, and detail instructions on how to configure each one.
Email Autocomplete
PERMISSION REQUIRED: Prompt Admin, Admin. How to Enable Email Auto Complete Using Organization Azure Active Directory. Feature Overview.. Azure Technical Setup.. 1. Login in the Azure Portal with adm…
How to set up Risk Rating
Risk Rating is tagged to a document to outline the risk rating of the procedure or process it is defining. Risk ratings may be applied as required by your organisation. For example, Risk rating of a procedure, document review etc.
How to configure the Drafting and Reviews Process
Drafting document facility can be used to offer online, real-time collaboration of document drafting to document authors. This is achieved using the an online editor. Reviews are a timed process for invited reviewers to be able to respond and comment to the final draft document as submitted by the document author.
