P&P Directory

User Guide

How to: (Ctrl+Click any icon to go to that section)

Access the P&P Directory site

Search for a document

View document properties

Datasheet View

All Site Content

Work Activities

QUICK

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Access the P&P Directory site:

https://globalconsumer.collaborationtools.consumer.citigroup.net/sites/BUSAApWf/PolProc/Policies%20Standard%20and%20Procedure%20Library/Forms/Active%20Documents.aspx?View=%7B878CDE55%2DFD94%2D4228%2D93AB%2D0E81A16159F1%7D&ShowInGrid=HTML&InitialTabId=Ribbon%2ELibrary&VisibilityContext=WSSTabPersistence

Click URL to access

document workspace

Ctrl+Click link

OR

Copy & paste into browser

window

Default view is ‘Active Documents’, however the system provides an extensive selection of data view sorting choices

You are HERE

Default sorting is by Department Group; expand tree (click +) to get to document level

Click the document number to open a copy

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Search for a document

To search for any document in the P&P Directory database, Ctrl+Click here, or copy and paste the address below to your browser window:

https://globalconsumer.collaborationtools.consumer.citigroup.net/sites/BUSAApWf/PolProc/SitePages/Search%20Policies%20and%20Procedures.aspx

FIRST enter a key word here and click the search icon (results displayed on next page)

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Example:

1) Search results are displayed for the term ‘Wind-Down’:

2) Search results are filtered by searching for the key word ‘card’ in the document ‘Summary’, then clicking the Apply button (1 result found):

Additional options by which to filter search results

Search results can also be exported to an Excel spreadsheet

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View document properties

Continuing in the Standard View of the P&P Directory > Active Documents, with the document tree expanded to the document level for the Department Group: Compliance, move the mouse to the right of any policy Name to display a drop-down arrow. Click the arrow to display the ‘action item’ menu for the document:

Each of the following functions is detailed on the page indicated:

View Properties 6 Compliance Details 9

Edit Properties 7 Workflows (not used - yet) -

Edit in Microsoft Word (not used) - Alert Me 10

Check Out (only used by Publisher) - Send To 11

Unpublish this version (not used) - Delete (only used by Publisher) -

Version History 8

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View Properties:

Back to View document properties page

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Edit Properties:

Back to View document properties page

Use this page to change any of the document properties displayed

NOTE: This may only be performed by someone with the proper access permissions.

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Version History:

Back to View document properties page

Displays a complete history of the document re: any of the properties that have changed, as well as comments or Announcements that have been added.

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Compliance Details:

Back to View document properties page

NOTE: None of the documents in the P&P Library have Exemption, Hold, or Record status.

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Alert Me:

Back to View document properties page

Use the New Alert screen to customize alerts to be sent re: any changes to a document.

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Send To:

Back to View document properties page

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Change to Datasheet View

Select the Library tab under Library Tools:

This will generate the Library menu (defaults to Standard View). Select Datasheet View:

This will generate an Excel ‘spreadsheet’ (datasheet) type of view of the page, which is useful when wanting to see all documents at the same time, and be able to locate documents by number, or filter items by owner, department, status, writer, etc.:

Back to cover page

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All Site Content page

Ctrl+Click header above to access this page; use it to access all workspaces created for each document project (see Create a Workspace in

SharePoint for further detail):

Back to cover page

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Work Activities page

Ctrl+Click header above to access this page; use it to create and update all document projects assigned to you (see Create a Project in Work

Activities List for further detail):

Back to cover page

Default is All Items; use drop-down list to filter by writer, status, etc.