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Reading a Required Document

You can read any document that is listed in a Published document list.

Note: You may not be required to read all the documents you have access to. While some of the documents in the Published list are available because you've been assigned to read them, other documents may be available because the documents' owners set those documents' security level to All Users. This means that all users can see these documents whether the users have been assigned to read them or not.

If you are required to read a document, you will receive a task assignment. The task assignment notification will come in the form of an email (if you are set up to receive emails from PolicyTech) and will be added to your My Tasks list in PolicyTech.

To open a document you are required to read, do one of the following:

Open the task notification email, and then click the document link.

Click My Tasks, click the Read / Complete heading, and then click the document title.

If you see a window similar to the one of those shown below, with the document contents displayed in the View Document tab, move on to step 2.

If you see a window like the one below, follow the instructions in Downloading a Document to Read It, and then resume with the next step in these instructions.

Thoroughly read the document.
Check for and review the following: attachments, notes, discussions, change summary (see Reviewing Supplementary Materials for details).

Note: If you need to communicate with the owner or this document, click , and then click Send Message to Owner. Fill out the form, and then click Save.

Click Mark as Read at the top of the document window.

Note: If you don't see the Mark as Read button, then you are not required to read this document. However, you can still mark it as read by clicking , and then clicking Mark as Read (Optional).

You will see one of the following windows, depending on whether the document has an accompanying questionnaire and whether enhanced validation has been activated.

Follow the instructions below for the window you see:

Read the message, and then click Mark as Read to confirm the action.

Click Take Questionnaire, and then go to Completing a Document Questionnaire.

Type your user name and password, and then click Mark as Read.

Type your user name and password, click Take Questionnaire, and then go to Completing a Document Questionnaire.