Documents (Report Tool)

The purpose of this page is to display documents that are linked to active Project Document Types (from the Project Tables Page) and active Document Types (from the System Tables Page).

 

Users can click to add one document at a time or to edit the document in the Document module or to download the document. To upload a document, the file must have active Project Document Types (from the Project Tables page) and active Document Extensions (from the System Tables page).

 

This tab will be hidden if:

 

The other tabs that cab be available are Overview, Panels, Monitoring, Narrative, Attachments, Subjects, Consents, Deviations, Issues, SAEs, Review, and History.

 

To view the report as it will print, click , which opens the report as a PDF file with the report status as Current Version Preview and the signature section is left blank. This button will be hidden if the current Site Visit Report does not have a Site Visit Report Template assigned, or if the Site Visit Report Status is Approved or higher. The responses and data fields on the report will represent the current values at the time the button was clicked, except for any sub-report sections, which will reflect the current data up to the time the Site Visit Report Status is changed to First Draft. This prevents changes in sub-report data made after the First Draft from inadvertently updating the Site Visit Report.

 

Click Common Buttons for a description of the buttons found throughout the system and their uses.

 

 

 

 

Field

Description

Document

This column displays the name of the document. If a document has information entered into the version fields, the version information will be displayed below the document name. If the document has been renewed, then the Renewed: Yes will be displayed below the document name.

Comment

This column displays any comments made on the Document module.

Date

If the Show Document Date field of the Document Type dialog is unchecked, the value of the Site Documents N/A Text Configuration Variable under Site Documents configuration group will be displayed.

Expiration

 If the Show Expiration Date field of the Document Type dialog is checked, the value of the Site Documents Pending Text Configuration Variable will be displayed. If the Show Expiration Date field of the Document Type dialog is unchecked, the value of the Site Documents N/A Text Configuration Variable under Site Documents configuration group will be displayed.

 

This column displays the date that the document is no longer valid. An icon displays to the right of each expiration date to indicate its expiration status.  The possible icons include:

  • Green check indicates that the document’s expiration date is not within the renewal period

  • Yellow triangle indicates that the document’s expiration date is within the renewal

  • Red triangle indicates that the document’s expiration date has passed

  • Blue check indicates that the document has been replaced by a new version of the document

Collected

 This column displays the date that the document was collected. This field will be hidden if the Display Collected on Overview and List Configuration Variable is set to False. If the Show Collection Date field of the Document Type dialog is checked, the value of the Site Documents Pending Text Configuration Variable under Site Documents configuration group will be displayed. If the Show Collection Date field of the Document Type dialog is unchecked, the value of the Site Documents N/A Text Configuration Variable will be displayed.

Received

 This column displays the date that the document was received. This field will be hidden if the Display Received on Overview and List Configuration Variable is set to False. If the Show Received Date field of the Document Type dialog is checked, the value of the Site Documents Pending Text Configuration Variable under Site Documents configuration group will be displayed. If the Show Received Date field of the Document Type dialog is unchecked, the value of the Site Documents N/A Text Configuration Variable under Site Documents configuration group will be displayed.
Filed This column displays the date that the document was filed. This field will be hidden if the Display Filed on Overview and List Configuration Variable is set to False. If the Show Filed Date field of the Document Type dialog is checked, the value of the Site Documents Pending Text Configuration Variable under Site Documents configuration group will be displayed. If the Show Filed Date field of the Document Type dialog is unchecked, the value of the Site Documents N/A Text Configuration Variable under Site Documents configuration group will be displayed.

Upload/Link Date

 This column displays the date that the document was added to the system. This field will be hidden if the Display Uploaded on Overview and List Configuration Variable is set to False. If the Show Upload/Link field of the Document Typee dialog is checked, the value of the Site Documents Pending Text Configuration Variable under Site Documents configuration group will be displayed. If the Show Upload/Link field of the Document Type dialog is unchecked, the value of the Site Documents N/A Text Configuration Variable under Site Documents configuration group will be displayed.

User

This column displays the initials of the user who uploaded the document. This field will be hidden if the Display Upload/Link on Overview and List Configuration Variable is set to False.

Type

This column displays an icon of the document's file type, e.g. Word, Excel, PDF, etc. The available icons are listed on the Document Extensions page on the System Tables page of the Administration tab. This field will be hidden if the Display Upload/Link on Overview and List Configuration Variable under Site Documents configuration group is set to False.

Src

This column displays an icon that indicates the location and availability of the document. This field will be hidden if the Display Upload/Link on Overview and List Configuration Variable under Site Documents configuration group is set to False.

Uploaded to CTMS Database

Linked to Network File

 Linked to Network File, but file is not found

Linked to Network File, not linking to network files is no longer enabled in Configuration

Linked to SharePoint Document

Linked to SharePoint Document, but document is not found

Linked to SharePoint Document, but linking to SharePoint is no longer enabled in Configuration or the SharePoint Site has been inactivated