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, and so on.
The Document Status object window contains the following tabs:
Properties Tab
This tab contains system and custom Properties created for the Document Status object. The following table describes these properties:
| Property (* indicates mandatory property) |
Description | Updated By | Can Edit / Delete in Business Administrator |
|---|---|---|---|
|
Name* |
The Document Status item name. |
User |
Yes |
|
Owner |
The owner of the Document Status item. Typically, when CampusNexus CRM is integrated with an SIS, the value of this field is None. |
System / User |
Yes |
|
Created On |
The date and time when the Document Status record was created. |
System |
No |
|
Last Updated |
The date and time when the Document Status item was last updated. |
System |
No |
|
External SIS ID |
A unique identifier for the corresponding Document Status item in SIS. |
System |
Yes |
|
Module/Source |
The module in SIS to which the Document Status item belongs. For example, Financial Aid, Career Services, and so on. |
User |
Yes |
|
Status |
The status of the item. |
User |
Yes |
|
Requested date |
The date when the document was requested from the student. |
User |
Yes |
|
Approved date |
The date when the document was approved by the institution. |
User |
Yes |
|
Received date |
The date when the document was received by the institution. |
User |
Yes |
|
Due date |
The date when the approved document must be on the file or student record. |
User |
Yes |
|
Expiry date |
The date after which the institution will not consider processing the document. |
User |
Yes |
|
Setup by |
The user that created or set up the document for the student. |
User |
Yes |
|
Award year |
The year in which the student receives the award. |
User |
Yes |
|
Placement |
The job placement received by the student. |
User |
Yes |
|
Course |
The required or elective course associated with the program version. |
User |
Yes |
|
Contact |
The contact that is associated with the student. |
System / User |
Yes |
|
Document Status Type |
The type of the document. |
System / User |
Yes |
|
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, and so on. |
User |
Yes |
|
Request number |
The unique identifier for the document request made by your institution. |
User |
Yes |
|
Program |
The program for which the document is being processed. |
User |
Yes |
|
Attendance start date |
The start date of the program version. |
User |
Yes |
|
Attendance end date |
The end date of the program version. |
User |
Yes |
|
Transcript fee |
The cost involved in obtaining the document, typically the fee paid to the institution that sends the document. |
User |
Yes |
|
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. |
System / User |
Yes |
|
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. |
User |
Yes |
Categories Tab
This tab lists the Categories created for the Document Status Object. From this tab, you can categorize the Document Status item by selecting one or more Categories.
Enrollments Tab
This tab lists the Enrollments associated with the Document Status item. From this tab, you can view details of a selected Enrollment in the Enrollment window.
Leads Tab
This tab lists the Leads associated with the Document Status item. From this tab, you can view details of a selected Lead in the Lead window.
History Tab
This tab lists events and property changes in the Document Status item. For example, actions such as a property change or categorization are recorded in the tab.
Note
• By default, audit is disabled for all events and properties. Hence, information about event and property changes will not be displayed in the History tab. To display these changes, your administrator must enable audit in Business Administrator. For more information, your administrator must see Business Administrator and Installation Manager Help.
• When a document status record's related object property is updated, its database equivalent values will be displayed in the From and To columns of the History tab instead of its previous and updated values.
• The history of events and changed property values in a tab is displayed only if you have access to the tab.