How do I Manage Document Groups for Pending Authorisation?

How to add a Document Group?

1.	Login to your account using the username and password provided
2.	Hover over the Technical Management tab then Hover Over the Authorisations and Training Records Centre option in the dropdown and Click on Authorisation Management.
3.	Select Client from List.
4.	Click on PENDING AUTHORISATIONS button.
5.	Hover on Controls button and Click on Document Group Tab. It will open Document Group page in a new window.
6.	Once Document Group page open go to right side Click on the ADD button.
7.	Insert Group name, Set display order and Select relevant details.
8.	Select and input all of the required fields and Click on the SAVE button to add.

How to edit a Document Group?

1.	Login to your account using the username and password provided
2.	Hover over the Technical Management tab then Hover Over the Authorisations and Training Records Centre option in the dropdown and Click on Authorisation Management.
3.	Select Client from List.
4.	Click on PENDING AUTHORISATIONS button.
5.	Hover on Controls button and Click on Document Group Tab. It will open Document Group page in a new window.
6.	Opens a new window for Document Group. To Edit groups click on group that you want to edit.
7.	Click on EDIT button and Modify any of the required fields.
8.	Edit Group name, Set display order and Select relevant details.
9.	Click on the SAVE button to update any changes made.

How to delete a Document Group?

1.	Login to your account using the username and password provided
2.	Hover over the Technical Management tab then Hover Over the Authorisations and Training Records Centre option in the dropdown and Click on Authorisation Management.
3.	Select Client from List.
4.	Click on PENDING AUTHORISATIONS button.
5.	Hover on Controls button and Click on Document Group Tab. It will open Document Group page in a new window.
6.	Opens a new window for Document Group. To Delete a group, click on the group that you want to Delete so it becomes highlighted.
7.	Click on the DELETE button on the right side of the page.
8.	A popup message will appear that say "Are you sure want to Delete this record?" click on ok if you are sure you wish to delete the group.