Required Document List

Overview

This entity is a catalogue of documents that are necessary for certain processes. Needs UI to create,update catalogue entries.

Navigation

 

How to SEARCH:

  1. Enter the information to be used as retrieval criteria in the appropriate field (s). If you prefer to see a list of all Required Document Lists, leave all fields blank.
  2. Click on the Find icon 

The Required Document List screen includes the following fields:

 

Report FieldsDescription
IDUnique identification code of the Required Document List
ActiveActive Status - if checked, Required Document List is available
LanguageLanguage used
NameName of the individual
DescriptionProvide a short description of the Required Document List

Create a Required Document List

This entity is a catalogue of documents that are necessary for certain processes. Needs UI to create,update catalogue entries. To CREATE a Required Document List, follow the steps below:

Navigation

By default, you will be in Search Mode.

  1. Click on the New icon   (you will then be in Insert Mode).
  2. Enter the new Required Document List information.  Fields with an asterisk  are mandatory fields.
  3. Enter the ID and Name, click on the Active, and select the Language, as required.
  • ID: Unique identification code of the Required Document List
  • Active: Active Status - if checked, Required Document List is available
  • Name: Name of the individual
  • Language: Language used
  1. Enter Description.   
  • Description: Provide a short description of the Required Document List.

5.   Click on the Save icon  at the bottom of the Required Document List to save your new Required Document List  information.  A window will appear to confirm.

Delete a Required Document List

This entity is a catalogue of documents that are necessary for certain processes. Needs UI to create,update catalogue entries. To DELETE a Required Document List, follow the steps below:

Navigation

By default, you will be in Search Mode.

  1. Find the Required Document List you want to Delete
  • Enter the information to be used as retrieval criteria in the appropriate field(s)If you prefer to see all Required Document List, leave all fields blank.
  • Click Find
  • Select the Required Document List you want to Delete
  1. Click on the Delete icon
  2. A window will appear asking you to confirm                                                                                                                                                                                                                                                                                                                                                                                                                                                           
  3. Click OK to confirm and delete the Required Document List.
  4. A window will be displayed confirming the Required Document List has been deleted                                                                                                                                                                            
     

To Verify that the Required Document List has been Deleted:

  1. Click on the Search icon
  2. Enter the Required Document List information
  3. Click on the Find icon
  4. The window will appear

Modify a Required Document List

This entity is a catalogue of documents that are necessary for certain processes. Needs UI to create,update catalogue entries. To Modify a Required Document List, follow the steps below:

Navigation

By default, you will be in Search Mode.

  1. Enter the information to be used as retrieval criteria in the appropriate field(s). 
    If you prefer to see the list of all Required Document List , leave all fields blank.
  2. Click on the Find icon .  The list of Required Document List meeting the retrieval criteria  will appear.
  3. Click on the Required Document List  you want to modify.
    You will then be in Update/Delete Mode.
  4. Make the necessary modification(s). 
  5. Click on the Update icon  at the bottom of the screen to save your modifications.  A window will appear to confirm the modification.   Click OK to confirm.