You are here:

Browsing for a Content Item

You can find a content item (document, questionnaire, or campaign) by browsing through lists of titles arranged by various criteria.

Note: What content items you have access to depends on their security level, what roles and permissions you've been assigned, and your current content item task assignments. See Content Item Access Table for details.

Click Documents, Questionnaires, or Campaigns, and then click Browse.

Important: If you're Browse page is small, such as when using a mobile device or when using the PolicyTech Tools pane in a Word document to insert a link to an existing document, click to the right of the Find box to access the Site, My Relationship, and Status options described in steps 2 through 4 below.

If you have access to multiple sites, select the site or sites in which you believe the content item could be.

Click the current site selection and then do one of the following:

Click a different site.
Click All Sites to search all sites you have access to.
Select Allow multiple selections, and then select two or more sites.

Note: Because you must have at least one site selected when Allow multiple selections is active, your primary site may be selected by default. You must select another site before your can clear the primary site selection.

Click OK.

The My Relationship option lets you narrow the list to only those content items you've been assigned to in some way, such as those you've been assigned to read or complete. Click an option, and then click OK.

Note: The following are all possible My Relationship options:

Content I Read/Complete
Content I Own
Content I Proxy
Content I Write
Content I Review
Content I Approve

The options available to you depend on what roles you've been assigned. You should at least see the Content I Read/Complete option.

(Conditional) If you selected All in the previous step, select the status or statuses you believe the content item could be in.

Note: The Status option is hidden if you select any My Relationship option other than All.

Click the current status selection, and then do one of the following:

Click a different status.
Click All Active Statuses.
Select Allow multiple selections, and then select two or more statuses.

Notes:

The available status options depend on what roles and permissions you've been assigned. For example, you will see the Approval option only if you've been assigned the Approver role or administrator permission.
Because you must have at least one status selected when Allow multiple selections is active, Published (in Documents) or Started (in Questionnaires and Campaigns) is selected by default. You must select another status before you can clear the Published or Started selection.

Click OK.

You can arrange (filter) the list by any of several criteria, including assigned departments, templates, owners, and categories.

In the header of the panel to the left of the Documents, Questionnaires, or Campaigns grid, click to the right of the current selection, click an option, and then click OK.

Notes:

To create a complex arrangement based on multiple criteria, see Using Custom "Arrange By".
When creating a category, an administrator has the option of hiding that category in the Arrange by list. If hidden categories exist and you have been assigned any role in addition to the Assignee role, you will see the Show Hidden Categories option below the Arrange by list.

For additional ways to refine and arrange browsing results, see Working with the Content Item Grid.
To open one of the listed items, click its title. The content item opens in a separate browser window.

Note: To open the content item and go directly to its Overview tab, click the link in the Status column.

What you can do with the open content item depends on your assigned role. Go to a topic below that corresponds with your role.

Document Owner or Proxy Author :

Creating a Document

Working with Documents or Questionnaires in Review and Approval

Doing a Periodic Review and Creating a New Version

Working with My Tasks

Questionnaire Owner or Proxy Author :

Creating a Questionnaire

Working with Documents or Questionnaires in Review and Approval

Doing a Periodic Review and Creating a New Version

Working with My Tasks

Campaign Owner:

Creating a Campaign

Doing a Periodic Review and Creating a New Version

Working with My Tasks

Writer:

Writing a Document

Adding Questions and Answers to a Questionnaire

Working with My Tasks

Reviewer or Approver:

Reviewing and Approving a Document or Questionnaire

Working with My Tasks

Assignee:

Reading a Required Document

Completing a Questionnaire

Completing a Campaign

Working with My Tasks