REVN DT 06/04/2024 v4.202403
TABLE OF CONTENTS
- Overview
- Cross Module Assignment Rules - Document Transmittal Module
- Drop-Down List Boxes by Tabs and the corresponding Profiles - Document Transmittal Module
- Field Modification - Document Transmittal Module
- Permissions - Document Transmittal Module
- Profiles - Document Transmittal Module
- Reminder - Document Transmittal Module
- Sequence - Document Transmittal Module
- System Parameters - Document Transmittal Module
Overview
Users must be a System Admin (SA) to be able to access the System Administration landing page to make needed configuration changes to the module.
The following do not apply for the Document Transmittal module:
- Rules for Ignoring Special Accesses and Caveats for Assignments
- User Defined Fields
Cross Module Assignment Rules - Document Transmittal Module
 | System Administrator Mode landing page > System Setup menu > System Profile submenu > SYSTEM PROFILES screen > Global tab > Rules for Cross Module Assignments profile |
Ignore rules: Ignore Accesses when Transmitting Document Ignore Classification when Transmitting Document Retain rules: Retain Contract Information when Transmitting Document Retain Custodian Information when Transmitting Document Retain Storage Information when Transmitting Document |
Drop-Down List Boxes by Tabs and the corresponding Profiles - Document Transmittal Module
 | System Administrator Mode landing page > System Setup menu > System Profile submenu > SYSTEM PROFILE screen > Document Management tab > Document Transmittal tab |
Associated Docs Tab
| Default Drop-Down Field Name | Corresponding System Profile |
| Document Type | Associated Document Type - Transmittal |
Document Transmittal Information Tab
| Default Drop-Down Field Name | Corresponding System Profile |
| Transmittal Type | Transmittal Type |
Field Modification - Document Transmittal Module
| System Administrator Mode landing page > System Setup menu > Field Labels submenu > SETUP SCREEN > Document Transmittal icon > SETUP SCREEN DETAIL screen > TRANSMITTAL INFORMATION section |
The Field Labels module allows you to:
- Hide a field
- Hide a field except for users with Update permission
- Configure User Defined Fields (UDFs)
- Designate a field as required
- Rename a field
- Change field formatting – Capitalize the entire field name, or capitalize the first character of each word
Permissions - Document Transmittal Module
| System Administrator Mode landing page > User Setup menu > User Profile submenu > USER PROFILE MANAGEMENT screen > Permissions tab > Facility Level Permissions tab > DOCUMENT TRANSMITTAL section NOTE: See the Restrict Record Updates to User identified as Record Owner System Parameter. The value for this parameter determines access to certain Commands based on user permissions. |
Profiles - Document Transmittal Module
| System Administrator Mode landing page > System Setup menu > System Profile submenu > SYSTEM PROFILES screen: > Document Management tab > Document Transmittal tab > Global tab |
System Administrator Mode landing page > System Setup menu > System Profile submenu > Document Management tab > Document Transmittal tab
|
System Administrator Mode landing page > System Setup menu > System Profiles submenu > Global tab
|
Reminder - Document Transmittal Module
| System Administrator Mode landing page > Notification Setup menu > Reminder Events submenu > REMINDER SETTINGS screen > DOCUMENT TRANSMITTAL section |
| Reminder | Submodule | Tab/Section | Field Name |
| Document Transmittal Acknowledge By Date | N/A | Document Transmittal Information | Acknowledge By |
Sequence - Document Transmittal Module
| System Administrator Mode landing page > System Setup menu > Sequence submenu |
| Sequence Name | Field/Location in module |
Transmittal Certificate Number | Transmittal Certificate Number/Document Transmittal Information tab |
System Parameters - Document Transmittal Module
| System Administrator Mode landing page > System Setup menu > System Profile submenu > SYSTEM PROFILES screen > Document Management tab > Document Transmittal tab > Transmittal System Parameters profile |
| Description | Comments |
| Check Facility Verification when Creating Transmittals | When Value = Y, users can’t transmit documents to facilities that are not verified. |
| Restrict Record Updates to User identified as Record Owner | When Value = Y, the following Commands will be available on the DOCUMENT TRANSMITTAL LISTINGscreen: Transfer Record Ownership - visible to System Administrator users only Amend Date Received - visible to both System Administrators and the Record Owner Amend Received By - visible to both System Administrators and the Record Owner |