Document Status Type Tabs and Properties

A Document Status Type item indicates the type of the document associated with a student record. For example, Driver’s License, Transcript from College, etc. When a large number of documents are associated with the student record, the Document Status Type Object enables the categorization of the required documents based on their nature and usage.

The Document Status Type Object window contains the following tabs:

•   Properties Tab

•   Share Tab

•   History Tab

•   Categories Tab

•   Document Status Tab

Properties Tab

This tab contains system and custom Properties created for the Document Status Type 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 Type item.

Owner

The owner of the Document Status Type 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 Type item was created.

Cannot be edited or deleted

Last Updated

The date and time when details of the Document Status Type item were last updated.

Cannot be edited or deleted

External SIS ID

A unique identifier for the corresponding Document Status Type item in the SIS.

Code*

A unique code for the Document Status Type item.

Module/Source

The module of the SIS to which the Document Status Type item belongs. For example, Financial Aid, Career Services, etc.

Active

This Property can have one of the following values:

•   Yes: Indicates that items of the Document Status Type Object are displayed when you search for the Document Status Type item in the Document Status Type field of a related Object.

•   No: Indicates that items of the Document Status Type Object are not displayed when you search for the Document Status Type item in the Document Status Type field of a related Object.

By default, this Property is blank.

Share Tab

This tab lists the Teams in which you have the Manage Document Status Type Permission. The Teams with which the Document Status Type item is shared are selected. This selection can be modified.

As Document Status Type is a shared Object, you must share the Document Status Type item with at least one Team when creating the item.

History Tab

This tab lists the actions performed on the Document Status Type item. For example, if a Document Status Type item is categorized, this action is recorded as an event in the history of the Document Status Type 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 Type event options from the Events tab.

Categories Tab

This tab lists the Categories created for the Document Status Type Object. From this tab, you can categorize the Document Status Type item by selecting one or more Categories.

Document Status Tab

This tab lists the Document Status items associated with the Document Status Type item. For more information about Properties of the Document Status Object, see “Document Status Tabs and Properties”.

 

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