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Document Uploading Instructions

To upload documents in your PDSA Plan or Do phase, follow the instructions outlined below:

If your document is a Word Doc, Excel Sheet, PDF, etc.:

In your PDSA in NILS, select “Upload” in the relevant Plan or Do phase where you wish to upload your document.

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Select the document you wish to upload from your computer from the pop-up window.

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Select “Open.”

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Your document will appear beneath the “Upload” button in your PDSA.

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Select “Save Updates.”

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Your document will be visible to other site members on your PDSA data summary page.

Note:

  • Documents must be in a file format (Word, Excel, PDF, etc.) for uploading to NILS. NILS does not currently support attaching web-based artifacts (Google Docs, Office 365, etc.) to PDSAs. Web-based artifacts must be converted to a downloadable format before they can be successfully uploaded to NILS.
  • An example of how to make a Google Doc downloadable can be found in the following tutorial:

If your document is a Google Doc, Sheet, Drawing, Slide, etc.:

In your Google document, select “File” in the top left corner of the screen.

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Under “File,” select “Download as.”

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Under “Download as,” select either Microsoft Word (.docx) OR PDF Document (.pdf).

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In your PDSA on NILS, select “Upload” in the relevant Plan or Do phase where you wish to upload your document.

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Select the document you wish to upload from the “Downloads” section of the pop-up window.

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Select “Open.”

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Your document will appear beneath the “Upload” button in your PDSA.

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Select “Save Updates.”

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Your document will be visible to other site members on your PDSA data summary page.

* Depending on your NIC’s NILS instance and phase, some items may appear differently in the menu bar.

** Do not upload any Personally Identifiable Information (PII). 

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