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.

Prompt Support
Updated 3 months ago by Prompt Support

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.

Prompt Support
Updated 4 months ago by Prompt Support

How to add/edit a Department

Instructions on how to add or edit a department with Prompt

Prompt Support
Updated 1 year ago by Prompt Support

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.…

Bridget Mason
Updated 1 week ago by Bridget Mason

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.

Prompt Support
Updated 1 year ago by Prompt Support

Offline Access Application

Introduction. Installation and configuration should only be undertaken by a network administrator who is familiar with installations on Windows Server, IIS configuration and MySQL configuration. The…

Prompt Support
Updated 3 weeks ago by Prompt Support

How to add/edit a Section

Instructions on how to add or edit a section within Prompt.

Prompt Support
Updated 1 year ago by Prompt Support

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.

Prompt Support
Updated 1 year ago by Prompt Support

How to update your Organisation logo

It's easy to add or update your organisation logo within Prompt.

Prompt Support
Updated 1 year ago by Prompt Support

How to rename a department or section in Prompt

Information about how to rename a department or section.

Prompt Support
Updated 9 months ago by Prompt Support

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.

Prompt Support
Updated 1 year ago by Prompt Support

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.

Prompt Support
Updated 4 months ago by Prompt Support

Email Autocomplete

How to Enable Email Auto Complete Using Organization Azure Active Directory feature. Permissions Required: Prompt Admin or Agency Admin or Super User. Feature Overview.. Azure Technical Setup.. 1. Lo…

Prompt Support
Updated 1 month ago by Prompt Support

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.

Prompt Support
Updated 1 year ago by Prompt Support

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.

Prompt Support
Updated 1 month ago by Prompt Support

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