Wiki source code of Document Types

Last modified by MasterApps Support on 2021/06/18 01:40
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1 Documents in **Injury Master** are categorised by specific **Document Types**. When uploading files to **Documents**, the first field to select is __Type__ (required to complete upload). Generated Smart Forms default to one of the default Document Types. Existing documents can have their Type edited at any time.
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3 For further information, please refer to Edit Documents.
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5 [[image:Attachments.WebHome@mceclip1.61b56.png||style="max-width:295px" alt="mceclip1.png"]]
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7  
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9 ==== **Document Type Settings** {{id name="document-type-settings" /}}====
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11 Document Types can be viewed, added, archived or replaced from **SETTINGS ~-~-> Document Types & Templates ~-~-> **__Document Types__ tab. Document Types are listed alphabetically, under COMPANY in __Current__ and __Archived__ tabs.
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13 [[image:Attachments.WebHome@mceclip2.de0d2.png||style="max-width:485px" alt="mceclip2.png"]]
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15 System default Document Types are marked as **System**. Default types include:
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17 *. Email
18 *. Employer Liability Notification
19 *. Example of Suitable Duties
20 *. Initial Agent/Insurer Notification
21 *. Internal Incident Report
22 *. Medical Certificate
23 *. Other
24 *. Return to Work Plan
25 *. Serious Incident Notification Form
26 *. Wage Reimbursement Schedule
27 *. Worker’s Injury Claim Form
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29 NOTE: Document Types do not represent specific Smart Forms. For example, there may be multiple Return to Work Plan Smart Forms, all of which fit under the Return to Work Plan Document Type.
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31  
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33 ==== **Add Document Types** {{id name="add-document-types" /}}====
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35 **[[image:Attachments.WebHome@mceclip0.05d2b.png||style="max-width:122px" alt="mceclip0.png"]]**
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37 To add a new Document Type, select the blue **Add Document Type** button in the top right corner. A window will appear requiring a __Name__ to be entered. Choose a name, then select **Add** to add the Document Type or **Cancel** to close the window.
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39 [[image:Attachments.WebHome@mceclip3.3580f.png||style="max-width:317px" alt="mceclip3.png"]]
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41 You can edit the Name at any time by selecting Edit beneath the Document Type name in the list. Select **Save Changes** to apply new name or **Cancel** to close window. Selecting View beneath the system default Document Types opens a similar window, but without the option to change the name.
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43 [[image:Attachments.WebHome@mceclip6.4cdd1.png||style="max-width:343px" alt="mceclip6.png"]]
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45  
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47 ==== **Moving Document Types** {{id name="moving-document-types" /}}====
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49 As well as editing / viewing the names, Document Types present the following options:
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51 [[image:Attachments.WebHome@mceclip7.e7a00.png||style="max-width:592px" alt="mceclip7.png"]]
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53 *. **Replace** – custom document types can be replaced by other custom document types. All documents of the old Type will be replaced with the new Type. Select new Document Type from drop-down list and select **Save Changes** to apply.[[image:Attachments.WebHome@mceclip8.dd87d.png||style="max-width:336px" alt="mceclip8.png"]]
54 *. **Archive** (or **Unarchive**) – can also be bulk archived / unarchived from __Select All__[[image:Attachments.WebHome@mceclip10.9bad0.png||style="max-width:159px" alt="mceclip10.png"]]
55 *. **Delete** – custom document types can be deleted (individually or in bulk) from __Archived__ tab (not available for system defaults)
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57 Confirmation window will appear before when Archive / Unarchive / Delete is selected. Select **Archive** / **Unarchive** / **Delete** button to apply or **Cancel** to close window.
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61 ==== **Default Documents** {{id name="default-documents" /}}====
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63 Existing Document Types can be pre-set as the default __Type__ when adding new documents as attachments to notes, payments or compensation periods (not applicable to attaching existing documents).
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65 To apply Document Type as default for attachments, select the **gear** next to your selected Document Type. Choose one of the following options:
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67 *. Set as Note Default
68 *. Set as Payment Default
69 *. Set as Compensation Period Default
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71 [[image:Attachments.WebHome@mceclip11.c6855.png||style="max-width:531px" alt="mceclip11.png"]]
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73 The **Set as Default** window will appear asking for confirmation. Select **Set** to apply default or **Cancel** to close window.
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75 [[image:Attachments.WebHome@mceclip12.7c196.png||style="max-width:226px" alt="mceclip12.png"]]
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77  
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79 ==== **Other Document Type Options** {{id name="other-document-type-options" /}}====
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81 [[image:Attachments.WebHome@mceclip1.be322.png||style="max-width:207px" alt="mceclip1.png"]]
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83 Select the **blue** drop-down arrow in the Document Types area to reveal the following 2 options:
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85 *. Reset to Default List
86 *. Enable Company Specific Document Types
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88 For further information, please refer to [[Reset to System Defaults>>doc:Injury Master.Administration.Reset to System Default Lists.WebHome]] or [[Company-Specific Entries.>>doc:Injury Master.Administration.Company-Specific Entries.WebHome]]

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