EN033P - Consulting / uploading the past document request to the company and every element for one client my company works for

EN033P - Consulting / uploading the past document request to the company and every element for one client my company works for

We refer to document requests defined as:


We access the Past document requests screen at the menu (Document requests > Past document requests ) when remaining at the client scope (once one client has been selected).

Document requests as shown at the Past document requests screen at the client scope

The documentation requested is shown in a tabular format, so every row corresponds to a requirement and every column details information regarding this requirement:
  1. Indicators ► to highlight different questions.
    1. If the document request has been previously provided, regardless of its current validation status.
    2. If today is not included in the period of time defined by the date from / date to introduced (for having finished or not having started yet).
  2. Requirement ► description of the document request.
  3. Type of item ► entity the document is requested to.
  4. Item ► precise element the document is requested to.
  5. Suppler ► company the element belongs to.
  6. Environment ► contract - work the document is requested for.
  7. Date from / Date to ► period of validity of the document request, which applies only when there are expiry dates.
  8. Status ► stage of the validation procedure the document request is in.
  9. Actions ► to enter the Document request details screen.
When clicking on the magnifying glass icon at the Actions column, we will access the Document request details screen, where we can consult / upload / edit the documentation.

Magnifying glass icon


Some filters are available to ease the search.
  1. Requirement, to introduce a sequence of characters that will shorten the table only for those requirements containing it in its description.
  2. Status in terms of validation.
  3. Area the document request belongs to.

Advanced filters enable to delimit the list according to other criteria.
  1. Show documentation requested to the companies subcontracted by my company.
    1. No subcontractor (by default).
    2. Every subcontractor.
    3. One subcontractor.
  2. Show document requests per entity they are requested to.
    1. Requested to the company.
    2. Reqested to the elements (workers, equipment) ► we can choose only one element.
  3. Delimit the dates from / to of the documental requests.
All the filters can be combined for a more accurate search.