To find a single unarchived disclosure, go to the “Compliance” tab:.
Then, find an individual by typing in the name in the “Search” field.
Click on the name of the disclosure you would like to view. This will take you the single disclosure:
On the single disclosure view, scroll down to view the “Management Plan” section and select the ”Add” button:
In the popup modal fill out all fields making sure to provide an Effective Date by selecting the "Calendar" icon
, then selecting a date:
Upload a file by selecting the “Choose File” button:
In the popup, select the file, then select the “Open” button:
After selecting the file the file name will appear in the ”Upload File” section.
Select the “Upload” button:
The uploaded Management Plan will appear in the “Management Plan” section.
Select the “Update” button to update and save the disclosure.
To view a management plan, select the "Download" 
button:
Select the “Return to Disclosures” button to return to the “Disclosures” view.