Site Document Overview (Site)

The Site Document Overview section on the Site Home page displays a summary of site documents for the current Site. This tab will be visible for users who have permission for the Site Documents feature (see Roles). This tab will be visible if the Enable Site Documents configuration variable under the Site Documents configuration group is set to True.

The documents are grouped by Site Documents and Staff Documents. Within the Site Documents group, the documents are listed by the Document Category. Within the Staff Documents group, the documents are listed by the name of the Site Staff.

Columns display the percentage of Collected, Received, Filed, and Uploaded/Linked columns. Configuration variables can be set to hide one or more of these columns under the Project tab, Project Configuration menu item, Site Documents configuration group. The system calculates the percentage for documents that are active, linked to active Project Document Types (from the Project Tables page), and linked to active Document Types (from the System Tables page). If there are no eligible documents, N/A will display instead of the percentage. An additional Exp column displays an icon that indicates when a document is due to expire or already expired.

In the Site Document Expiration section, a list of any expiring documents are grouped by either the Document Category or the Site Staff name. Documents that appear in this section

must be active, linked to active Project Document Types (from the Project Tables page), and linked to active Document Types (from the System Tables page).
the Expiration Date must not be blank
the Renewed checkbox must be unchecked
the Expiration Status must be either Due to Expire or Expired
The Due to Expire status is based on the value of the Warning Days field on the Document Type module or the default value set in the Document Expiration Warning Days configuration variable under Documents configuration group.

Click for more information on the specific document and to open the Site Documents module. Additional information is available on the Overview, Subjects, and Issues tabs.

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

Field	Description
Site Document Overview	The included documents must be active, linked to active Project Document Types (from the Project Tables Page), and linked to active Document Types (from the System Tables Page). If there are no eligible documents, N/A will be displayed instead of the percentage and the Web Sprite Control background will be grayed.
Site Documents	One row for each Document Category within the Site Documents group is displayed.
Staff Documents	One row for each Site Staff within the Staff Documents group is displayed.
Site Documents column	List of documents meeting the above criteria.
Collected	This field displays the percentage of documents that have been collected. A document is considered Collected when a date (including Unknown Date) has been entered for the Date Collected field on the Document module. This field is visible when the Display Collected on Overview and List Configuration Variable is set to True under the Project tab, Project Configuration menu item, Site Documents configuration group. The tool tip for this field displays the actual number of documents collected as well as the total number of documents that can be collected as long as the Show Collection Date check box is checked on the Document Type dialog.
Received	This field displays the percentage of documents that have been received. A document is considered Received when a date (including Unknown Date) has been entered for the Date Received field on the Document module. This field is visible when the Display Received on Overview and List Configuration Variable is set to True under the Project tab, Project Configuration menu item, Site Documents configuration group. The tool tip for this field displays the actual number of documents received as well as the total number of documents that can be received as long as the Show Received Date check box is checked on the Document Type dialog.
Filed	This field displays the percentage of documents that have been filed. A document is considered Filed when either a date (including Unknown Date) has been entered for the Date Filed field, or when a File Location has been entered on the Document module. This field is visible when the Display Filed on Overview and List Configuration Variable is set to True under the Project tab, Project Configuration menu item, Site Documents configuration group. The tooltip for this field displays the actual number of documents filed as well as the total number of documents that can be filed as long as the Show Filed Date or Show File Location check box is checked on the Document Type module.
Upload/Link	This field displays the percentage of documents that have been either uploaded or linked. A document is considered Uploaded/Linked when a copy of a document is stored in the CTMS or linked to a network file or SharePoint document. This field is visible when the Display Upload/Link on Overview and List Configuration Variable is set to True under the Project tab, Project Configuration menu item, Site Documents configuration group. The tool tip for this field displays the actual number of documents uploaded/linked as well as the total number of documents that can be uploaded/linked as long as the Show Upload/Link check box is checked on the Document Type module.
Status	An icon will be displayed to indicate the expiration status for documents in this row. The possible icons will include: = All documents with expiration dates are current = One or more documents with expiration dates have expired = One or more documents with expiration dates are due to expire
Site Document Expiration	The list of documents in the Site Document Expiration section must meet the following criteria: The documents must be active, linked to active Project Document Types (from the Project Tables page), and linked to active Document Types (from the System Tables page). The Expiration Date must not be blank The Renewed check box must be unchecked The Expiration Status must be either Due to Expire or Expired The Due to Expire status is based on the value of the Warning Days field on the Document Type dialog (or the default value set in the Document Expiration Days Warning Configuration Variable under the Project tab, Project Configuration menu item, Site Documents configuration group). If a document has information entered into the version fields, the version information is displayed below the document name.
Comment	This column displays the comment entered for the document.
Date	If the value of the Expiration Date field is blank and: If there is a check in the Show Expiration Date field of the Document Type dialog, then the value of the Site Documents Pending Text Configuration Variable is displayed. If there is no check in the Show Expiration Date field of the Document Type dialog, then the value of the Site Documents N/A Text Configuration Variable is displayed. Otherwise the document date will be displayed.
Expiration	If the value of the Expiration Date field is blank: 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 will be displayed. Otherwise the document date will be displayed.
Status	This field will display either Due to Expire or Expired = A red icon indicates that the document’s expiration date has passed = A caution icon indicates that the document’s expiration date is within the number of renewal days