1Under Activity list, view the table that displays an activity summary.
Things to remember
When a document is annexed, you will see the  icon to the left of the item.
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2Click on the Description hyperlink to display the Activity definition screen.
3Under Attached documents, you have the possibility to add a document. Click  here for the procedure, or continue to the next step.
a)Click on Add.
b)In the File to add window, click on Search, select your file, enter the description and click on OK.
c)Under Category, select the follow-up category, if applicable. Note that the ‘’Confidential’’ category is only available if you have access rights. |
For more information on the subject, please refer to Attached documents management.
Things to remember
▪The maximum size accepted for a document is 10 MB. The business has access to unlimited storage space.
▪To view an attached document, click on the description’s hyperlink.
▪To modify the category, select the new category from the drop-down menu under Category.
▪Delete a document by clicking on the  icon.
▪If you have access to Attached documents, the Attached documents summary screen displays all of an employee's attached documents, regardless of the function used (Training, Performance review, Work injuries, etc.) (Human resources > Attached documents summary). See Viewing summary of attached documents. |
4To make a change, enter the required information. For information on field entry, see Defining the activities.
5Click on Save.
6Click on  to return to the activity list. |