Documents are valid for one year from the date of approval until the following renewal date. In order to successfully submit documents for renewal, you must renew or replace documents to ensure that they are still valid. The actions you can take depend on the status:
- Documents with ‘Expiring Soon’ status - You can replace or renew these documents
- Documents with ‘Expired’ status - You can only replace these documents.
Renew or replace documents from the Scorecard
Features with documents that are expired or will expire soon are marked with an icon as shown below:
You can renew or replace a document from either the Scorecard or Documents Library tab as shown below. Replacing a document will archive the original.
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- Open your project’s Scorecard tab.
- Select a feature and go to the Verification page.
- Click the ‘X Assigned’ text in the Locations column to see which locations this document is assigned to before proceeding.
- Click the Renew button in the Status column
- On the new window that opens (shown below), review the content of the document by clicking the document’s name.
- If the document is still valid, check the box to confirm its validity, then click Confirm and Exit.
- If the document is not valid, click the text “Is your document outdated, would you like to replace it” and proceed to step 4 in the “To replace a document section” below.
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- Open your project’s Scorecard tab.
- Select a feature and go to the Verification page.
- Click the 3 dots in the Action column and select Replace.
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Add or remove feature parts if necessary as shown below.
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Upload your new document.
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Click Save and Continue.
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Click the boxes to assign or unassign locations.
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Click Upload when you are finished.