TMH APP: other document types beyond questionnaires (audits & assessments, certificates & assurance reports, and insurance policies)

The Documents page in the Trust Management Hub shows the documents you have uploaded and the completion rate for each document type. 

Before you begin

• A role in the TMH app.
• Documents ready to upload.

What are the document types?

How do I upload an audit or assessment?

1. Go to the Documents page. [Trust Management Hub > Documents]
2. Select Audits & Assessments.
3. Click on ⋮ to upload your audit or assessment.
4. Enter the Audit Provider.
5. Enter the date you received the report.
6. Enter a short description.
7. Upload any additional documents. You can only have one instance of an Audits & Assessments type, but can upload multiple documents of that type.
8. Click save to complete upload.

How do I upload a certificate or assurance report?

1. Go to the Documents page. [Trust Management Hub > Documents]
2. Select Certificates & Assurance Reports.
3. Click on ⋮ to upload your certificate or assurance report.
4. Enter the Certification Scope.
5. Enter the Date Received.
6. Enter the expiration date.
7. Enter a short description.
8. Upload any additional documents. You can only have one instance of a Certificates & Assurance Reports type, but can upload multiple documents of that type.
9. Click save to complete upload.

How do I upload an insurance policy?

1. Go to the Documents page. [Trust Management Hub > Documents]
2. Select Insurance Policies.
3. Click on ⋮ to upload your certificate or assurance report.
4. Upload your policy.
5. Select insurance type from the drop-down menu.
6. Enter the insurance provider.
7. Enter the expiration date.
8. Enter a short description.
9. Upload any additional documents.
10. Click save to complete upload.

How do I mark an audit, certificate, or insurance policy as unavailable?

If you do not have a document for a type, click on ⋮ to mark it as unavailable.