Using the Secure File Center
Centralized Reporting System allows you to access a Secure File Center that is integrated with other online assessment systems, such as TIDE, and accessible from the
Each user’s Secure File Center is personal to them and not shared among other users. Users can easily manage the files in their Secure File Centers. The files are categorized into different tabs to allow users to view non-archived and archived files. Users can also search for files by keyword. Files are listed in the order in which they were created. The file creation and file expiration dates appear, if applicable, and the number of days remaining until a file expires is also displayed. Users can choose to archive or delete files as needed. Users can also send files to other users’ Secure File Centers.
Accessing and Managing Files
1.In the banner, click Secure File Center. The Secure File Center window appears, displaying the View Documents tab by default.
2.Select one of the available sub-tabs:
- Recent: Displays all files except those that have been archived.
- Archived: Displays files that have been archived.
3.Optional: To filter the files displayed, enter a search term in the field in the upper-right corner.
4.Optional: To hide or display system labels, click the System Labels toggle.
5.Optional: To hide or display custom labels, click the Custom Labels toggle.
6.Optional: To hide files with a particular label, clear the checkbox for that label.
7.Optional: Do any of the following:
- To download a file, click the name of the file.
- To apply a custom label, follow these instructions:
- To create a new custom label, mark the checkbox for any file, click the label button
, enter a new custom label in the text box, and click Save New Label. - To apply a custom label to a file, mark the checkbox for that file, click the label button , mark the checkbox for that label, and click Apply Label.
- To create a new custom label, mark the checkbox for any file, click the label button
- To archive a file, click
. To unarchive a file, click 
. - To delete a file, click
.
Files exported to the Secure File Center or archived can be deleted. However, secure documents uploaded to the Secure File Center by admin users cannot be deleted.
Sending Files
1.In the banner, click Secure File Center. The Secure File Center appears, showing the View Documents tab by default.
2.Select the Send Files tab.
3.In the Select Recipients field, do one of the following:
- Select Role to send a file or files to a group of users by user role.
- Select Email to send a file or files to a single recipient by email address.
If you selected Email, skip to step 7.
4.In the Select Role(s) field, select the role group to which you want to send a file or files. A drop-down list appears.
5.From the drop-down list, select the role(s) to which you want to send a file or files. You can choose Select all to send a file or files to all roles in the selected role group.
6.From the Select Organization(s) drop-down lists, select organizations that will receive the file(s) you send. These drop-down lists adhere to the user role hierarchy. For example,complex-level users will be able to filter at their role level and below.
7.If you selected Role in step 3, skip this step. If you selected Email, enter the email address of the recipient to whom you wish to send a file or files.
8.To select a file or files to send, in the Add File field, select Browse. A file browser appears.
9.Select the file(s) you wish to send.
10.Click Send.
Files display in the Secure File Center after you send them.