Managing Posts: Assigning and Archiving

SGS Digicomply allows you to manage the lifecycle of a regulatory post. Whether you need to pass responsibility to a colleague or remove a document from your active workspace, these actions are handled through the post's main action menu.

Assigning a Post

If you want a specific colleague to review or take ownership of a document, you can assign it to them directly.

• Open the Post: Navigate to the document you wish to assign.
• Open Menu: Locate the "More actions" (three dots ...) button on the right-hand side of the toolbar.
• Select Action: Click Assign to.
• Configure:
  • Select User: Search for the colleague's name.
  • Add Note: (Optional) Include a message explaining why you are assigning this document.
• Confirm: Click the confirmation button. The user will receive a notification about the assignment.

Archiving a Post

If a post is no longer relevant to your organization, or if it was created by mistake, you can archive it to remove it from your active views.

• Open the Post: Navigate to the document you wish to remove.

• Open Menu: Click the "More actions" (three dots ...) button on the right-hand side.

• Select Action: Click Archive.

• Select Reason: A confirmation window will appear. You may be asked to select a reason for archiving (e.g., "Duplicate," "Not Relevant," "Mistake").

• Confirm: Finalize the action to move the post to the archive.