| Panel | ||||
|---|---|---|---|---|
| ||||
On this page:
|
...
DOCUMENTS
The Document page lists all required, returned, pending and approved documents associated with all contractor's in the system.
From the Document page, administrators can:
- Add, edit and delete documents
- Review documents submitted by contractors and approve or return them
- Generate reports on all contractor documents in the system
Add New Document
| Tip | ||
|---|---|---|
| ||
Lucidity Contractor: Add New Document
|
To add a new document, from the Document page:
- Click 'Add New'
- Complete the fields (see table 'Definitions of Fields below)
- Click 'Save' to save the document
The details captured for each document may vary slightly between each system configuration. Fields marked with*are mandatory.
Definition of Fields
There are a range of fields that can be used to categorise documents. These can assist when filtering or sorting documents and can be edited via the Settings tab.
| Name | Definition |
|---|---|
| Company Name | Select the name of the company |
| Document Type | Select the document type |
| Issuer Name | Enter the issuer name |
| Issue Date | Use the date selector tool or enter the issue date |
| Expiry Date | Use the date selector tool or enter the expiry date All expiry dates for documents will display as grey until approved. Once a document is approved, expiry dates will: (a) Turn Red when the expiry date has passed (b) Turn Orange 30 days prior to the expiry date or (c) Remain Green at all other times |
| Document Number | Enter the document number |
| Notes | Add any relevant notes for the document |
| Lapsed | Tick if the document is to be lapsed This will change the date of the document to grey, indicating it is a lapsed document. Note existing documents will automatically be lapsed if a new document of the same type is uploaded and:
|
| Upload a File | Upload a copy of the document
|
| Comments | Add any relevant comments for the document |
| Document Status | Select document status as Approved, Pending, Returned or Required Refer to the Contractor Self-Service page in this User Guide user guide for more details. |
Edit Documents
...