Status and Attached Douments
From ProStar Geocorp
- Pre-requisites:
a. Select the applicable forms from the Pipeline Task list.
b. Complete Section A - Select the Status tab at the top of the dialog box.
The Status dialog displays. +Use the right-side scroll bar to view and access all of the fields and check boxes.
Complete the Status tab by completing each field as required or necessary:
Status Tab Fields
Field | Action |
Report Status | Select a value from the drop-down list. |
Selecting a value from this list automatically populates the related By and Date fields below. | |
When the form is Submitted: the Supervisor (selected on tab A) will receive an Email notification, and a task will display in their My Notifications list. | |
When the form is Approved: the Supervisor (selected on tab A) will receive an Email notification, and a task will display in their My Notifications list. | |
When the form is Rejected: the user who created the Form initially will receive an Email notification, and a task will display in their My Notifications list. See Form Status Rules and My Notifications for details on assignments and notifications. | |
Report Completed By | Automatically populates with the current User ID. |
Report Completed Date | Automatically populates with the current date. |
Report Submitted By | When Submitted is selected from the Status list, this field automatically populates with the current User ID. |
Report Submitted Date | When Submitted is selected from the Status list, this field automatically populates with the current date. |
Report Approved By | When Approved is selected from the Status list, this field automatically populates with the current User ID. |
Report Approved Date | When Approved is selected from the Status list, this field automatically populates with the current date. |
Last Modified By | Automatically populates with the User ID of the person making the last modification. |
Last Modified Date | Automatically populates with the date the report was last modified. |
Report Comments | Enter additional Report Comments here. |
- When you are done filling out the Status Section, click Save.
- Click Yes at the confirmation prompts.
- Click OK at the confirmation prompts.
- If necessary, complete the Attached Documents tab.
To attach a document
Note, you must first Save the report before attempting to attach a document.
- Click Attached Documents tab.
- Below the Attached Files section, click the Attach button.
- Click Browse
- Navigate to the applicable file.
- Select the file and then click Open.
- Click OK. The file you selected is attached to the report.
- To open the file for review, double-click thefile title, and the file will open in a new browser window.
- To remove a file from the report, select thefile title, then click the Remove button. The file will be removed fromthe report.
When you are done attaching related files, click Save. - Click Yes at the confirmation prompt.
- Click OK at the confirmation prompt
- Click Close to close the report dialog.