Document Status Tabs and Properties

A Document Status item indicates the details of a document sent to or requested from a student by an institution for processing the student's record. For example, Required, On File, etc.

The Document Status Object window contains the following tabs:

• Properties Tab

• History Tab

• Categories Tab

• Enrollments Tab

• Leads Tab

Properties Tab

This tab contains system and custom Properties created for the Document Status Object. The following table describes these Properties:

Property (* indicates that the Property is mandatory)	Description	Value Updated by (Talisma/User)	Property Can be Edited/Deleted in TBA
Name*	The name of the Document Status item.
Owner	The owner of the Document Status item. Typically, in an environment where Talisma is integrated with an SIS, the value of this field is None.
Created On	The date and time when the Document Status item was created.		Cannot be edited or deleted
Last Updated	The date and time when details of the Document Status item were last updated.		Cannot be edited or deleted
External SIS ID	A unique identifier for the corresponding Document Status item in the SIS.
Module/Source	The module of the SIS to which the Document Status item belongs. For example, Financial Aid, Career Services, etc.
Status	The status of the Document Status item.
Requested date	The date on which the document was requested from the student.
Approved date	The date on which the document was approved by the institution.
Received date	The date on which the document was received by the institution.
Due date	The date on which the approved document must be on the file or the student record.
Expiry date	The date following which the institution will not consider processing the document.
Setup by	The User who created or set up the document for the student.
Award year	The year in which the student receives the award.
Placement	The job placement received by the student.
Course	The required or elective course associated with the Program Version.
Contact	The Contact that is associated with the student.
Document Status Type	The type of the document.
Inbound Transcript Request This group of Properties indicates the characteristics of a document that is received from another institution.
Request type	The source of the document. For example, School, Institution, Agency, etc.
Request number	The unique identifier for the document request made by your institution.
Program	The Program for which the document is required for processing.
Attendance start date	The start date of the Program Version.
Attendance end date	The end date of the Program Version.
Transcript fee	The cost involved in obtaining the document, typically the fee paid to the institution that sends the document.
College	The Account with which the Document Status Object item is associated. Typically, an Account is an institution or an agency that acts as the source of the document.
Permit Details The Property in this group indicates whether the document is required for student registration.
Registration prerequisite document	This Property can have the following values: Yes: Indicates that the document is required for registering the student. For example, registering the student for a prerequisite course. No: Indicates that the document is not required for any student registration.

This tab lists the actions performed on the Document Status item. For example, if the Document Status item is categorized, this action is recorded as an event in the history of the Document Status item. To specify the events to be displayed in this tab, select Options from the Tools menu. In the Options dialog box, set the required Document Status event options from the Events tab.