Managing cross references

You can add and update helpful cross references when a document at any point of the review cycle up to and including PUBLISHING.

For all cross references, you can select the link to go to the source. Based on the type of reference, you may be able to select the following buttons.

View document details

Download

delete a listed dependent document.

Steps:

  1. Access the document. See Finding and managing documents.

  2. From the document, select the Cross Reference tab.

  3. Select the following tabs, as needed, to add cross references to your document.

    • Dependent Documents tab: Publishing a document can trigger one or more dependent document review cycles. The system manages the review of dependent documents. Dependent documents can be identified here or as a review point when the document is created. See Creating a document.
      For example, all of the procedure documents that are based upon a single policy document can be listed as dependent documents of the policy document.
      Select Add Dependent Documents. Select documents in any status to add. Select Save. Once saved, the Next Review date for the document displays as a clock.

    • Related Documents tab: Identify documents in any status that the document's audience may be interested in reviewing. In the Policy Portal, a user selects the See also: link to view the latest version of a related document when searching. See Using the Policy Portal.
      Select Add Related Documents. Select documents in any status to add. Select Save.

    • Websites tab: Add web sites that are related to the document and may be of interest to the document's audience. This can server as a bibliography of references used in crafting the document or websites related to the document content. These links are not displayed in the Policy Portal.
      Select Add Websites. Add the Name, Location which is the URL to the website, and a Description. Select Add. When all websites are added, select Save.

    • Other References tab: Add other types of materials related to the document, for example, links to internal files, intranet sites, or wiki pages. These links are not displayed in the Policy Portal.
      Select Add Other References. Add the Name, Location which is the URL to the website, and a Description. Select Add. When all websites are added, select Save.

  4. Select Save.