Create, Manage, Assign, and View Documents |CentreLearn Support

Posted by Rich Miron on Apr 7, 2015 under Support

This feature allows administrators and those with the Manage Documents role, to upload, manage and assign documents.

The Documents area is found along the top navigation.

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Clicking the Manage Documents link will take you under Training Manager to Documents on the left menu.

This feature allows administrators and those with the Manage Documents role, to upload documents to share.

 

CREATE & MANAGE DOCUMENTS:

Under Training Manager, access Documents from the left menu.

In order to add files, you must first create a Folder by clicking +New Folder.

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Enter a folder Title. Optionally, add groups to whom you want to share the folder. Click Save Changes.

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To add files to a folder, click the Files button next to the folder in which you want to add documents.

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Click +New File to add your file.

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Add a title and choose your file. Only files of the following types: png, jpg, doc, txt, xls, ppt, or pdf can be uploaded into the CentreLearn Training System. Click Submit.

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Click View to view the document or Edit to update the file or file name. Clicking the name will also open the document to view.

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ASSIGN A DOCUMENT:

Under Training Manager, access Assignments on the left menu.

Click +Assign Document.

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Enter the fields for the assignment. You can only assign one document per assignment. You can assign a document to users/groups that do not have permissions to view that folder of documents. The user will be able to view the document as part of the assignment, but the document will not be available to them in the Documents tab. Areas marked in red on the following page are required. Once the fields are filled out, click Save Changes.

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VIEW YOUR DOCUMENT ASSIGNMENT: 

Document assignments will be found on the Home upper navigation.

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Click Open Document. The required document will open in a new window/tab.

Close the document window/tab to return to the Home area and click to confirm you have viewed the document.

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A pop-up will appear asking the user to affirm that they have viewed the required document.

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Click OK to complete the assignment.

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