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.

History Tab

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.

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.

 

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