Add a Surveyor Document

Add a surveyor document when you want to track and share documents relating to the surveyor.

To add a Surveyor Document, use the following steps:

  1. Modules>Accreditation>Surveyor>Find, List, Query, or Add Surveyor>Accreditation Surveyor Profile>Surveyor Document Tab> document child form. Click the Add button. The Add-Accreditation Surveyor Document page opens.
  2. Select an existing document in the required document field.
  3. Note: Use the add icon to add a new document. For more information on adding a new document, see the Adding a Document help topic.

  4. Click the Save button to save your changes and return to the Accreditation Surveyor Area Profile page. The newly added document is now visible on the survey documents child form. Click the Cancel button to return to the Accreditation Surveyor Area Profile page without saving your changes.