Review Assigned Documents

Launch Video

1. Log into the Employee Portal
   1. portal.succeedms.com
   2. Enter your Employee Portal credentials User Name, Company ID, and Password
      1. If you are unable to locate your credentials, they can be found in the assigned training notification emails, or you can contact your Risk Management platform administrator.
2. To View Assigned Training and Documents, click on My Tasks
3. The My Tasks menu shows upcoming tasks and completed tasks
4. Upcoming Tasks shows all the assigned training and documents with their due date
5. To complete an Assigned Document, click on the Document Title
6. This opens the Document Agreement Window, download the document by clicking on the document title
7. Once downloaded and reviewed, check the box next to I have read this document to electronically verify that you have completed the assigned document and click OK.
8. The Assigned Document is then moved to the Completed Tasks tab, to record as completed