Documents

Documents will be where you can upload documents and find all documents associated with your facility. You will also find folders within your document repository, which will help you find the document you are looking for.

Navigation

1. The All Documents tab is where you can go to view all documents in your repository.

2. The Survey Checklist tab is where you can go to view all documents uploaded for your survey checklist.

3. The Applications tab is where you can go to view all of the documents associated with your applications.

4. The Document Checklist tab is where you can go to view all of the documents associated with your checklists.

5. The POC tab is where you can find all documents associated with your plan of corrections.

6. The PT tab is where you can find all documents associated with proficiency testing.

7. The Invoice tab is where you will find all invoices and documents associated with your invoices.

8. The HFAP Documents tab is where you will find all of the documents that HFAP has sent to your organization.

9. The Change Requests tab is where you will find all of your facility’s submitted change requests and documentation associated with your change requests.

10. The My Documents tab is a section specifically for your organization. This is strictly internal and HFAP will not have access to this section.

11. The Upload Documents button will allow you to upload documents under a specific tab.

12. The Documents table includes information pertaining to the document uploaded. This table will allow you to filter by column.

a. The Origin column is where you will see if the document was uploaded by HFAP or your facility.

b. The Application ID column is where you will see the application the document is tied to. You will only see an ID number if the document was uploaded under the application section of Compass.

c. The Invoice ID column is where you will see the invoice ID number the document is tied to. You will only see an ID number if the document was uploaded under the invoice section of the document repository.

d. The Invoice Type column is where you will see the invoice type the document is tied to. You will only see either see it listed as an application invoice type, or survey invoice type.

e. The Change Request ID  column is where you will see the change request ID number the document is tied to. Documents uploaded along with the change request form, and a copy of the change request request form will share an ID number that corresponds with the ID number in the Submit Change Request page.

f. The Change Request Type column is where you will see what kind of change request document was submitted.

g. The Modified column is where you will see the date the document was last modified on.

h. The Document Type column is where you will see what section of the document repository the document was uploaded to.

i. The File Type column is where you will see what kind of file was uploaded. This will either be a jpeg, Word document, PDF, or Excel document.

i. The Current Tag column is where you will see all tags that are associated with that document.

13. The Edit Tags button is where you will add tags to your document to easily find certain groups of documents.

14. The View button will download the document and allow you to open and view it.

Upload Document

When you click the Upload Document button, a pop-up window will appear where you can upload the desired document.

1. The Uploading Into This Section drop down menu is where you will select which section of the document repository you want to upload your document to. The drop down menu will automatically be set to the section you are uploading the document from, but you can choose to upload to a different section.

2. The Select Files button is used to select which document is to be uploaded. When clicked, it will open file explorer to select document from.

3. The Save button is what will upload the document to the repository.