Glossary: Documents

Documents grid

The ‘Documents’ grid is the landing page for all documents and letters. The table below provides a description of each field in the grid. The most recently created/modified document will appear at the top of the grid. Filters are available to show only the rows of interest. Use ‘Reset filters’ to clear.

Column	Description	Sortable	Filter available
ID	The unique document ID number.		√
Fund	The fund the document is related to. It is optional and shows no fund if not applicable.	√	√
Type	The Document type assigned to the document. For more information see User Guide – Document type	√	√
Last modified	The last date/time the document was uploaded or added to.	√
Modified by	The name of the user who last uploaded or added the document.
Year	The fund year the document is related to. It is optional and is blank if not applicable.	√	√
Due	The due date for documents with a status of ‘response enabled’ or ‘response required’. The due date will show as red for response required documents that are past the due date.	√
Status	The document/row response status. The options are: - Response enabled: TEC has requested a response, but it is not mandatory e.g. consultation document. - Response required: TEC requires a response, e.g. Fees Free Agreement. - Response submitted: The TEO has added a document to the row in response to the request. - Received by TEC: the document has been forwarded to the appropriate team within TEC.	√

Document history

The Document history page is a summary page displaying the list of documents that have been submitted.

Heading	Description
Subject	Optional short description to identify the document.
Document type	The Document type assigned to the document. For more information see User Guide – Document type.
Response type	Response required, response enabled (optional) or no response required. (Information only).
Response status	The document/row response status: - Response enabled: TEC has requested a response, but it is not mandatory e.g. consultation document. - Response required: TEC requires a response, e.g. Fees Free Agreement. - Response submitted: The TEO has added a document to the row in response to the request. - Received by TEC: the document has been forwarded to the appropriate team within TEC.
Due Date	The due date for documents with a status of ‘response enabled’ or ‘response required’. The due date will show as red for response required documents that are past the due date.
Year	The fund year the document is related to. It is optional and is blank if not applicable.

Document history grid

Column	Description
Date	Date created/uploaded.
Document	Document file.
Type	The Document type assigned to the document. For more information see User Guide – Document type.
Completed by	The name of the user who uploaded/added document/s.
Comments	Optional for TEO use only.
Edit comment button	Click here to enter a comment.
‘X’	Delete file.