Document User - When is this Needed?

Purpose:

The Document User feature enhances the flexibility of the system, allowing Assessors to view Submissions' document responses without being assigned to a question. 

Please note - This feature is applicable only in an Evaluation Project and requires the creation of a Work Group.


Scenario:

You want an Assessor to view a Submission without being assigned to a specific question.


Document User

Guidance:

  1. In the project, navigate to Project > Setup > Users.
  2. Click on the user's name to open the View Project User page.
  3. Click Edit.
  4. Tick the Document User option and click Save.
  5. Add the assessor to a Work Group to enable them to see the Submission Document Group (DG) if it is included in the Work Group (WG).

Note: You do not need to tick "Document User" if Work Group are not being used.


H
Hannah is the author of this solution article.

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