Change the status of a document

This part of the guide explains how to change a document's status.

The changes are made using the check box located at the right of the Document No. column.

The statuses of documents are as follows:

• Discarded. The printout of the document has been discarded;
• E-FILED. The document has been retrieved from eFiling.
• On Hold. The document is waiting to be printed. It was put on hold by the official in charge;
• Printed. The document was printed;
• Ready to Print. The document is ready to be printed.

The following example demonstrates how to change the status of a document from Ready to Print to Discarded. This procedure is standardized and also applies to all status changes.

Step 1 - Go to the page List of Job - Remittances

1. Go to the Assessment module;
2. Choose the Documents in Batch option;
3. Click on the Remittances menu. This action opens the List of Jobs - Remittances page (502:3003);

Step 2 - Change the status of a document

4. Go to the Selection Criteria section;
5. Fill out the required fields (identified by a red asterisk *). For example, Submitted On From;
6. Click on the Refresh button. This action refreshes the page and displays the list of jobs in the lower section;
7. Find the Job No. to display;
8. Click the hyperlink of the Job No. subject of the request. This action opens the Remittance in Batch page (502:3002);
9. Go to the Documents section;
10. Go to the Document Status column;
11. Choose the Ready to Print option. This action refreshes the page and displays the list of documents with this status;
12. Find the document you wish to change the status of;
13. Check the box of the Document No. subject of the request;
14. Click the Modify Status button. This action opens the popup window Change status;
15. Fill out the required fields (identified by a red asterisk *). For example, New Status, Reason;
16. Click the Save button. This action changes the status to Discarded and refreshes the Remittance in Batch page (502:3002).