Document Requirement Groups

Navigate Document Requirement Groups#

• Access the Document Management sub-module of the System module.

• Click on Document Requirement Groups

• This displays a list view of Document Requirement Groups

• Use the Filter button, when clicked, gives you a dropdown where you can specify various parameters for filtering the records:
  • Search string: for filtering records
  • Status: A drop down list of all statuses of documents

Create a Document Requirement Group#

• To create a document group, hit the New button in the toolbar area and populate the form fields.

• The following are some of the fields that needs to be populated:

  • Code
  • Trans Entity
  • Check Type

• You also need to populate the fields in the following tabs:

  • Document items
  • Notes

• Hit the Save and Close button to save

View a Document Group#

• To view a document group, click on the document group ID

Edit an Document Group#

• To edit the data in a document group, take the following steps:
  • From the list view, select the document group you want to edit and click the Edit button
  • This brings you to an edit view of the item where updates can be made

Delete a Document Group#

• Select the document group you want to delete, click the Delete button

Approve a Document Group#

• Only pending document group can be approve.
  • Use the Filter to search for the document group with a status of pending and hit the Activate button

Unapprove a Document Group#

• Only active document group can be unapproved
  • Select the document group you want to unapprove
  • Click the Unapprove button

Invalid a Document Group#

• Select the document group you want to invalid, click the Invalid button