Editing a Client File Cabinet File







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Users with access to a client's face sheet can edit the information that is shown for File Names and Brief Descriptions, and can replace the attached files with new ones.  If any edits are required to the files themselves, they must be made in the software application in which the files were created (for example, Adobe Acrobat or Microsoft Word).

To edit an attached file's information in AWARDS, complete the following steps:

    1. Click the Program drop-down arrow in the upper right-hand corner of the page and select the program associated with the client to be worked with.
    2. Click Census from the left-hand menu, and then click Profile.  The Profile fly-out menu is displayed.
    3. Click Face Sheet.  The Client Profile / Face Sheet Update Selection page is displayed.

    1. Click the Client drop-down arrow and select the client whose records are to be worked with.

  TIP: To work with the records of a former (discharged) client, first click Roster Archives beneath the client selection option.

    1. Click CONTINUE.  The Client Face Sheet page is displayed. 
    2. Scroll down to the "Client File Cabinet" section of the face sheet, which includes links for each of the client's previously uploaded files (if any), sorted alphabetically by name. 

  TIP: Click a heading in the file table to sort the table contents by that column.  Click that heading again to reverse the sort order.  To sort by a secondary characteristic, press <SHIFT> and click on a second column heading.

    1. To narrow the number of files displayed in the index, use the Search Cabinet field above the files table.  The index is automatically updated as you type, and looks for matches in all of the file table's columns.
    2. Click the link of the file for which the information is to be edited.  
    3. Click Update Client File Cabinet.  The Client File Cabinet Editing Index page is displayed. 

  NOTE: This page contains a list of all files currently attached to the selected client's face sheet.

  TIP: Click a heading in the file table to sort the table contents by that column.  Click that heading again to reverse the sort order.  To sort by a secondary characteristic, press <SHIFT> and click on a second column heading.

    1. Click the name of the file to be edited.  The  Client File Cabinet – Attach File page is displayed.  

    1. In the File Name field, make changes to the name of the file as necessary.  

  NOTE:  Upon completion of the attachment process, the name entered here will display as a link on the Client File Cabinet section of the client's face sheet.  Users will click the link to open the file.  As a result, the file name should be brief, descriptive, and less than 40 characters.

    1. In the Brief Description field, make changes to the brief description of what the file contains as necessary.  

  TIP: This description will appear as a mouseover pop-up when a user moves his or her cursor over the link for this file, and must be less than 100 characters.

    1. If it is necessary to replace the file, click Choose File.  A File Upload window is displayed. 
    2. Select the file to be attached, and then click Open.

  TIP: Keep the face sheet's remaining available space in mind when selecting which file to use, as each face sheet is limited to a total of 10MB by default, or to the maximum displayed on this page if it has been increased for your agency.  

  TIP: The maximum individual file size is 8 MB.  Accepted file types are DOC, XLS, PDF, JPG, BMP, and ZIP.

    1. Click UPDATE FILE.  The changes made to the uploaded file are saved, and the client's face sheet is re-displayed.

The process of editing an attached file is now complete.

  https://demodb.footholdtechnology.com/help/?12055