Online Document

Creating a Contact Log Entry with an online document attached:

1  Go to the Portfolio Front page and click ‘Contact logs'; then ‘Add Log Entry’ button. 

2  Select the type of contact to be recorded from the available Log Types 

3  Click ‘Online Document’, then ‘Add new’

4  Select from the available list, and set target dates for each section and the target user (this it the user who will complete the section)  All other sections will be read only unless you are the target user or the primary assessor or Quality Assurer.

5 Click ‘Add’, then close and ‘Save’. Users will receive and email notification with the target date and a link to the online document.

If the section is not completed before the target date is reached for a section, the target user will be automatically redirected to the online document on their next login to complete the section.