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Adjusting Basic Settings (Properties Wizard)

When you create a new document or questionnaire, you see a screen similar to the one below with only the first step—Settings—of the Properties Wizard displayed.

Note: If the Settings form of the new document or questionnaire is not currently displayed, open the document/questionnaire, and then click the Properties Wizard tab.

Type a title.
Do one of the following to select a document owner:

If you have been assigned the Document Owner role, your user name is automatically selected. Move on to step 3.
If you have been assigned as proxy author for a single document owner, that user's name is automatically selected. Move on to step 4.
If you have been assigned as proxy author for more than one document owner, or if you are an administrator, select a document owner.

(Optional) To create a task and add it to the document owner's My Tasks list, click Document Owner Instructions, select Create task for owner, write the task instructions, and then click Close.

This option can be especially useful if you are creating or editing the document as a proxy author or administrator and need the document owner to do something regarding this document, such as submitting it for review.

Your administrator can create any number of templates with specific settings and assignments in the Properties Wizard. For document templates, the template creator may also have included content, such as section headings.

Do one of the following:

If you see the Choose a template prompt, select one.
If you see a template name but no option for selecting a different template, there is only one template available, so it has been selected automatically.

Notes:

Click Preview to open the selected template in a separate browser tab or window. Click the View Document tab to see any preset content or click the Overview tab to see the template's default properties.
The template list includes all templates from all sites you have access to.
If you're working with a new document and select a template for a document type that is different than the type you selected from the New Document menu, the document will be changed to that type when you click Save.
If you plan to use PowerPoint or Visio as your document authoring tool in PolicyTech, select an upload file template. Then, when you're ready to add content to the new document, you will start by uploading an existing PowerPoint or Visio file. The file you upload can already contain content or be completely empty.
If you have questions about which template to use, contact your administrator.

(Optional) The default version number for a new document or questionnaire is 1. One instance where you might want to change the version number is if you are uploading a document from outside the PolicyTech system and that document is a version other than 1.

Note: You cannot change the version number after the document/questionnaire has been approved.

(Optional) Depending on how your administrator has set up PolicyTech, you may or may not need to enter a reference number.

If you see To be generated on next step after Reference #, move on to the next step.
If you see a blank box after Reference #, type a number. The number can contain numbers, letters, and all other standard characters except <, |, and ^.

Important: A document's reference number must be unique throughout the PolicyTech system. If you are not sure what numbering scheme your organization is using, contact your administrator.

Click Save.

Important: You must save the document/questionnaire at this point before you can access Advanced Settings and the other Properties Wizard steps.

You should now see all Properties Wizard steps included in the template, as shown below.

Note: The Properties Wizard page for your document/questionnaire may have more or fewer steps, depending on now the currently selected template was set up.

(Optional) Click Advanced Settings, and then make adjustments as needed. See Advanced Settings for details.

Do one of the following:

To continue with assigning properties, click Next Step, and then go to Assigning Departments and Categories.

To stop assigning properties and finish later, click to the right of Submit for Review, and then click Save and Close. (When you're ready to continue with assigning properties, go to Editing a Draft Document.)

If this is a document and you want to work on its content, click Edit Document, and then go to Writing a Document.
If this is a questionnaire and you want to work on its content, click Edit Questionnaire, and then go to Adding Questions and Answers to a Questionnaire.