Edit Document Details

Documents, such as requirements, contracts, meeting notes, etc., can be directly attached to work items in PowerSteering. Adding relevant Documents to work items creates a centralized location for work-related files and URL links, which prevents Team Members from having to search through emails, shared drives, or other systems for certain information.

Once a Document has been added to a work item, its details can be edited at any time.

To edit a Document:

Before You Start: Users require the "Edit Document" Project Task permission on the work item to edit Document details, even Documents that users add themselves. Also, they require the "Edit Document Approval Settings" Project Task permission on the work item if they wish to edit a Document's approval settings.

  1. Navigate to the work item.

  2. Select Project → Documents from the Navigation Menu.

    OR

    Scroll to the "Documents" module on the Summary page.

    Note: If you cannot see the "Documents" module on the Summary page, its visibility may have been limited.

  3. Select the Actions menu of a Document.

  4. Select Edit.

  5. Edit any of the Document's details.

    • Title: Edit the display name of the Document.

      Note: The default title is always the file name or URL.

    • Description: Enter a brief description to provide some context around the Document.

    • Approval Type: Determine whether the Document will require approval.

      Note: This field will only appear for users with the "Edit Document Approval Settings" Project Task permission on the work item.

      If Approval Required is selected, an "Approver Type" menu will appear. This field offers two options for determining the Document's approval settings.

      • User: Specific users will be given approval responsibility on the Document. An "Approvers" textfield will appear, allowing users to be searched and selected by name.

        Note: Only one approver is necessary for Documents. Selecting multiple users does not require each user to approve the Document.

      • Role: Specific Roles will be given approval responsibility on the Document. A "Roles" menu will appear, allowing users to select any of the work item's Roles.

        Users who are assigned to the selected Role(s) on the work item will be given approval responsibility over the Document.

        Note: Only one approver is necessary for Documents. Selecting multiple Roles does not require a user in each Role to approve the Document.

    • Status: Select the current status of the Document.

      Note: This field will only appear if No Approval is selected from the "Approval Type" field. This is because Documents that require approval cannot be considered "Completed" unless they are approved.

  6. Edit any Tags that have been associated with Documents.

    Note: Tags are only displayed if they have been associated with Documents (see creating or editing Tags) and set to be visible through Field Management.

  7. Select the Save button.

After selecting Save, any changes made to the Document will be saved.