EN015P - Consulting / uploading the current / past document requests to the company for the Community and every client my company works for
We refer to document requests defined as:
We access the Company details screen from the home screen when remaining at the Community scope (before selecting any client). We can consult / upload it when selecting the tab Document request.
Document requests as shown at the Company details screen at the Community 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:
- Type ► status of the requirement regarding its validity.
- Id / Requirement ► description of the document request.
- Scope ► who is requesting the document.
- Request date ► when is the document requested.
- Date from / Date to ► period of validity of the document request, which applies only when there are expiry dates.
- Notification ► status of the document request corresponding to a future (notice days) period of time.
- Status ► stage of the validation procedure the document request is in.
- Past document status ► to check if every past request is validated or not.
Some filters are available to ease the search.
- Requirement, to introduce a sequence of characters that will shorten the table only for those requirements containing it in its description.
- Status in terms of validation.
Advanced filters enable to delimit the list according to other criteria.
- Show current document requests.
- Requested by the Community.
- Requested by the clients ► we can choose only one of them.
- Show past document requests.
- Show document requests according to the past request status.
- Document requests with green status.
- Document requests with red status.
- Show notification requests.
- Document requests corresponding to notice days.
- Document requests not corresponding to notice days.
- Delimit the dates from / to of the documental requests.
All the filters can be combined for a more accurate search.