Before you Begin Tips

1. Review: Which E-Doc to Use before you decide which E-Doc is appropriate for the intended action.

2. Always use the Tab key to "enter" a field in an E-Doc.

3. Only one transaction at a time can be performed on an individual. It must go through the entire routing and final approval stage before you can begin another. You will see the following message if you do a transaction while another one on the same person is enroute:

4. When you are in an E-Doc, do NOT hit the X close window button (above right corner) to cancel the document. This will cause the document to be saved and you will get the above error message. ONLY use the button to cancel the document to start over. There will be a "clean-up" of the system nightly and this employee will be cleared of the transaction so that you can complete it the next day if you receive this message.

5. Never use the button on your Internet Explorer to return to the previous page. This may cause the document to crash and be saved. Again, the above message will appear. Only use the buttons on the document to Edit or Cancel. There will be a "clean-up" of the system nightly and this employee will be cleared of the transaction so that you can complete it the next day if you receive this message.