Document Activity Setup

This screen is used to maintain different document status/activities such as deferral, received, waived etc that the user will be allowed to select against each of the document, this activity helps to know the status of the document.

View

After selecting Document Activity Setup from the Document Management module, User lands on a screen where user views existing document activity (if any) or once a document activity is added, the below activity details are displayed add document activity button.

• Document Activity Code
• Document Activity Key
• Document Activity Name
• Status
• Action (Edit, Delete)

Add

To add a new document activity setup, User can click press the green “Add Document Activity Setup” button on the right, after which they will be redirected to the main screen where the following fields needs to be filled and clicked on save button. If the user wants to cancel adding a document, user can click on cancel. User views a pop-up saying “Are you sure you want to cancel. All unsaved data gets discarded” with yes/no option.

Screen name	Field names	Description	Mandatory/non mandatory	Field type
Document Activity setup	Doc activity Code	Code is auto generated by system. This code is currently a placeholder field, this can be used to link this record to matching record in any other third party or core system.	Mandatory	Auto populated
	Doc Activity Key	key is auto generated by system. This key is used to link this record to another record in other admin screens.	Mandatory	Auto populated
	Doc Activity Name	Document Activity name	Mandatory	Alphanumerical
	Status	Active/Inactive	Mandatory	Dropdown

Edit

User can click on the Edit icon (Action Column) as highlighted in the above screenshot which will redirect user to the screen where the user can make changes to relevant document activity setup data. On the editing screen, all the previous data as entered will be shown. After making relevant changes, user can Save the updated record. User can choose to cancel the changes made by clicking on cancel button. User views a pop-up saying “Are you sure you want to cancel. All unsaved data gets discarded” with yes/no option.

Delete

User can click on the Delete icon (Action Column) as highlighted in the above screenshot will open a pop-up prompt asking for confirmation if the user is sure about deleting the record.user can press “Yes” if they wish to delete the document activity setup, and if they don’t want to delete then they can press on “No”.

Screens to Configure (as Pre-requisite)	Screen name	Reflection in user panel	Reflection in admin panel
There is no prerequisite required for this screen	Document activity	Documentation (Field name: RM Activity)	This is reflected only in user panel