<< Click to Display Table of Contents >> Navigation:  Xitracs Standards™ > Agencies > Other Collateral

Other collateral items, such as a Quality Assurance Plan (QEP), may be linked to a published website submission if desired.

 

They are viewable by clicking on the relevant tab in the published submission website.

 

To enable Other Collateral linking see the Control Panel > Manage Standards > [Standard] > Properties function. This function also includes the Single or Multiple item setting.

 

If configured with a Single Collateral Item link

 

The recommended file format is PDF, although other formats may be uploaded if preferred.

To Associate an Item with a Standard

1.Click the Other function link

2.Click the Add new link

3.Browse for the file to upload (PDF format recommended)

4.Edit the Title as appropriate

5.Click Submit

 

Once a Plan has been uploaded, it may be replaced or deleted at any time.

To Replace a Collateral Item

1.Click the Other function link

2.Click the Replace link

3.Browse for the new (replacement) file to upload (PDF format recommended)

4.Edit the Title as appropriate

5.Click Submit

To Delete a Collateral Item

1.Click the Other function link

2.Click the Delete link

3.Click Yes to confirm or No to cancel

 

If configured with a Multiple Collateral Items link

 

Unlike a single item association, the multiple items function allows you to create a structure of folders and items.

These items can be included as part of the published website submission and can be viewed by clicking the relevant (e.g. Other Items) tab.

To Create a Folder

1.Click the Folder+ button

2.Name the folder and add an optional description

3.Click Submit

Note: You can add sub-folders by first clicking on the parent folder and the clicking the Folder+ button.

 

To Edit a Folder

1.Click the Edit folder icon

2.Edit the folder name and/or description

3.Click Submit

To Delete a Folder

1.Click the Delete icon next to the folder

2.Click Yes to confirm

Note: The delete icon will only appear for empty folders.

To Add Items to a Folder

1.Click the Folder into which you wish to add items

2.Click the File, URL or Library button depending on the source

3.Add or edit the Title as appropriate

4.Add an optional description

5.Click Submit

Note: If you do not select a folder, the items will be added at the same level as the existing list of folders.

To Delete an Item

1.Click the Delete icon next to the item

2.Click Yes to confirm