Principal Designer Document Details View
The Principal Designer has Granular control of Documents in PCI, and they can see more details in Document views
System Generated Documents can be modified by the PD
You will see in the PCI that the System Generated Documents can be Deleted, Downloaded and Refreshed individually, this is a feature reserved for the PD
Uploaded Documents have more information than ever for the PD
The list of Documents to be uploaded now has more detail, giving the PD more visibility of the state of each Document category
The Number of individual Documents uploaded is now shown
Each Document category has a numerical indicator showing how many individual documents have been uploaded to that category
Click on the Document Category name to view more details
The Document Category View interface has been updated to give the PD more control and more information
The header now has an indication of whether the Category is Required or Not Required
The PD can mark document categories as Required or Not Required via the PCI and H&S File, this will be clearly displayed within the Document Details
The total number of documents will be displayed
Toggle to exclude the individual Document
The PD can toggle an individual document in or out of the PCI or H&S File, giving granular control of the documents included, while still leaving the Category as Required or Not Required.
Mirrored documents will toggle both PCI and H&S File
Including and excluding PCI documents which are automatically copied to the H&S File will include/exclude both at the same time
The PD will see an Indication of whether the Document is present
This Document has been toggled off
This document, while still uploaded to Mosaic and available for downloading by the team, will not be included in the H&S File
If you want to remove a Document altogether you can click Delete
The PD can Click to Edit the individual document, even if not uploaded by the PD
Click on Edit to change the Title or Category of a Document
You can edit the Name to re-name a Document for everyone
If you need to edit the name to be more descriptive or to allow adding of more versions of the same document
PD can Change the Type to change the Category of a document
Change the Type if the Document has been incorrectly categorised by the uploader
In the Edit Screen you will be able to see where the document will be stored
Editing the Document Type may alter the place Mosaic stores the document, so this is displayed in the edit view
Click on Update to save changes
Present or Not Present
This Document has been uploaded, but is not Present in the PCI as it has been marked Not Required by the PD