2.6 Document Upload and Checklist

This topic provides details about Document Upload and Checklist.

Documents to be uploaded and the checklist of verified for each stage of the process can be maintained. Click on the Documents button to view /upload the documents that has to be uploaded for the stage or to view/ upload the documents which are uploaded for the task.

Figure 2-7 Document

Description of "Figure 2-7 Document"

Table 2-17 Action Fileds

Field	Description
Upload	On click of Upload, the Document upload screen will be opened and the user can specify the document title, description, remarks, expiry date and select the document to be uploaded. This button will be visible only for the documents which are not yet uploaded.
View	On click of View button the document will be either downloaded or opened based on the browser capability. This button will be visible only for the documents which are already uploaded.
Edit	On Click of Edit the Document upload screen will be opened and the user can specify the document title, description, remarks, expiry date and select the document to be re-uploaded. This button will be visible only for the documents which are already uploaded.
Download	On Click of Download the document will be downloaded. This button will be visible only for the documents which are already uploaded.
Delete	This button will be visible only for the documents which are already uploaded. Click on the X button to delete the uploaded document.

User can click on the upload button to upload the documents

Figure 2-8 Document

Description of "Figure 2-8 Document"

Table 2-18 Exception Initiation - Details

Field Name	Description	Attribute Type	Object Type	Size	Mandatory/Optional	Field Validation
Document Type	System displays the document type	Display	Free Text	-	NA	-
Document Code	System displays the document Code	Display	Free Text	-	NA	-
Document Title	Specify the Document Title	Input	Free Text	30	Mandatory	-
Document Description	Specify the short description of the document	Input	Free Text	150	-	-
Remarks	Specify the remarks if any	Input	Free Text	150	-	-
Document Expiry	Specify the Document Expiry Date	Input	Date	-	-	-
Document	Drag and Drop or click to select the	Input	Document	-	-	-
Upload	file to be uploaded	-	Upload	-	-	-

Checklist:

On click of the submit button the checklist for the stage of the process will be displayed. User can confirm each of the check list by clicking on the checkbox and can capture the remarks by clicking on the remarks button.

Figure 2-9 Checklist

Description of "Figure 2-9 Checklist"

Table 2-19 Exception Initiation - Details

Field Name	Description	Attribute Type	Object Type	Size	Mandatory/Optional	Field Validation
Checklist Description	System displays the checklists maintained for the stage	Display	Free Text	-	Mandatory	Verify the entire checklist before clicking the submit button.
Remarks	Specify the remarks	Input	Button / Text	-	NA	-