Evidence Upload: Management Control

Evidence Upload: Management Control

 

How to add overall evidence under Management Control:

Step 1: Select the Management Control tab on the blue bar within your scorecard:

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Step 2: Ensure that the “Overall Evidence” widget is enabled. If it is not, click on the “Add Widget” box and tick on “Overall Evidence”:

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Step 3: Go to the “Overall Evidence” section. You will see various documents and it will be indicated next to the document name whether files have been uploaded.

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If, for example, you want to add the CoR39 (previously CM29), click on the name of that document and click the green + button to add documents from your PC and save it onto the Toolkit:

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The number of files uploaded will now show as 1 and the name of the uploaded document appears to the right:

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How to add evidence to individual claims under Management Control:

Step 1: Click on the name of the employee

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Step 2: Scroll to the bottom of the employee’s profile page to proceed with uploading evidence, click on the “Add File” button to upload documents against the document description:

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Step 3: Once the document has been loaded, the document name will appear under the document heading:

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