A Monitor or an External User may request access to your site’s business process documents, such as standard operating procedures (SOPs), work instructions, or policy memos. These are stored in the Site Documents eBinder, which is not visible to non-site staff users. However, you can share these documents with Monitors/External Users on an individual document basis, accessible to them through a report. When you choose to share a document, the document is visible to all Monitors and External Users at your site.

Documents in active workflows (including Read and Understand) will not display the option to change visibility until all active workflows have been completed or canceled.

Monitors can find instructions for viewing these documents on Find Documents Ready for Review.

Grant Access to Site Documents

1. Locate the document you no longer want to share.
2. Select the document’s Actions (…) menu.
3. Select Grant Monitor/External User Visibility.
4. Select Continue. The Shared with Monitor/External Users? document field is set to Yes and the document is now visible to Monitor/External users.

Revoke Access to Site Documents

1. Locate the document you no longer want to share.
2. Select the document’s Actions (…) menu.
3. Select Revoke Monitor/External User Visibility.
4. Select Continue. The Shared with Monitor/External Users? document field is set to No and the document is no longer visible to Monitor/External users.

Determine if a Site Document is Shared

1. Open the document.
2. Review the Shared with Monitor/External Users? document field.

Find all Shared Site Documents

1. Access the Site eBinder
2. Select SOPs & Policies
3. Review the Shared with Monitor/External Users? column. If not visible, use the Actions menu (…) to edit columns.