How to Upload a Document for a Post-Mortem in Xvantage for Associates

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Overview:

This article provides the steps on how you can upload documents related to a post-mortem in Xvantage for Associates.

Note: This function is available to Powerbuy Associates only.

Process:

  1. Go to My Apps and open Okta.

  2. In Okta, search for Xvantage for Associates(X4A) and open it.

  3. Within X4A, hover over the left navigation menu and click Purchasing.

  4. Select Post-Mortem from the sub-menu.

  5. You will be directed to the Post-Mortem list.

  6. Locate the post-mortem that you want to download by utilizing the search boxes just above the list.

  7. Once located, click on the hyperlinked Powerbuy ID.

  8. The post-mortem details page will be displayed. On the upper right-hand side of the page, click on the paperclip icon.

  9. An expanded window will appear on the right, containing the post-mortem's attached documents and its overview details, if any.

  10. Click on the Upload document button.

  11. Choose the document to be uploaded from your device.

  12. Finally, hit Upload.

  13. The newly uploaded document/s shall appear in the list of the post-mortem's documents.