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The eCPIC Resource Library offers users the ability to access and download
reference materials from anywhere within the application, including
the home page. When adding a resource to the library, users can designate
it as private or public, and can associate it with a resource
category (defined by the System Administrator for your agency), specific section
of a workflow template, investment, or portfolio. Designating a resource as
public means that it will be available for viewing and downloading to anyone
who accesses the home page.
This new functionality makes eCPIC valuable as a public repository for reference
materials that are useful agency-wide. Private resources are secured within
the application, to be accessed and downloaded only after the user has provided
a valid user name and password.
Because users now have the ability to associate a resource with a specific
process, template, investment, or portfolio, users may access the resource
from anywhere within the investment or portfolio manager interfaces. Users are
not required to navigate away from where they are entering, updating, or reviewing
data to access reference materials. For instance, while working within an investment,
users can click on the Resource Library icon to view all documents and references for the
specific area of the investment. This becomes increasingly important when management
and staff have defined specific guidance for specific processes that should be referenced / followed
when updating investment data.
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