Upload/Download File

1. About feature

This feature allows users to share relevant documents with other team members, ensuring everyone has access to the necessary information.

2. Screen explanation

The “File Upload” tab of the Strategic Action Item (Initiative) screen contains the following elements.

a. File Access: This is to set the file's access level. Locking the file section means that no one except the assigned team members and users who have permission can view the files shared.

b. Drag or Upload File Button: This button allows the user to upload the file. There are limitations to the file size and type displayed on the screen. Users should use that as a guideline to upload the file.

c. Save File Upload Button: This button allows the user to save the upload activity.

3. How to perform this feature/functionality?

a. Log in to your VisionSync account using your credentials.

b. From the Top-Navigation Bar, select "Strategic Plan".

c. The Strategic Plan screen will open, displaying a list of all the strategic plans created within your organization.

d. Click on the “Build Plan” option against the plan.

e. A new screen will open containing the strategic plan details like assigned organization entities, review period and strategic framework levels (goals, strategy, etc.)

f. Select the organization entity from the top and select the review period of the strategic plan.

g. Select the strategic plan element and select the strategic action item for which you want to upload or download a file.

h. To upload or download a file for a strategic action item (Initiative), click on the “Edit” button against it and go to the “File Upload” tab.

i. Drag or select the file from the device to upload. Click on the “Download” button against the file you want to download.

j. Click on “Save File Upload” to complete the upload activity.

4. Expected Result

Once you have uploaded a file in VisionSync, it will be visible to all relevant team members to view and download.

5. Dependency & Restrictions

a. Upload/Download the file for strategic action items (initiatives) is available to only the users who have permission to do it for their organization entity.