This flowchart will guide you through the procedure upload and initial approval workflow process.
It assumes you have already created a procedure using the template at https://pulse.vrad.com/oscar/Pages/How-To-Write-a-Procedure.aspx and saved it to your desktop.
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Go to "Creation" portal at
https://creation/default.aspx
then click "Policy Documents"
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Upload your procedure by dragging the file under "Policy Documents".
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Select the elipses for the item, choose EDIT, and then Edit Properties.
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You will need identify the policy classification, type, document ID and write a high level summary.
For document ID, put XXXX for now.
When done, click the X in the upper right to close the file. Save and check in. Version comments are optional.
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Select the document by indicating a check mark to the left, then, click Start Approval Process.
You will need to click "Start Approval Process" confirmation box.
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Drafter opens the document under My Pending Documents and makes corrections.
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Add any comments you care to ad, then click APPROVE.
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Click Open this task at the top of the screen.
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PERSON ASSIGNED REVIEWING TASK
clicks on Document and chooses Edit. Review. Does the document meet your approval?
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NO
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Drafter corrects the document.
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Click Open this Task.
Reject to kick the document back to drafter who will review your edits.
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Edit the document.
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Turn on Track Changes if not already on. Note- to edit document, open it under "My Pending Documents"
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Creating a Policy or Procedure In OSCAR
