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There are three required fields on the Document (create) form: Individual, Document Type, and Record Valid From. The same form is used for all document types—for each document type, you will need to enter only the data, specific to document type.

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The "Document (create) form"

The Individual field is populated automatically with the person's full name.

In the Document Type field, select the type of the document which you want to add.

In the Series and Number fields enter the document number. In the Issue Date field, select the date when the document was issued by the authority which you can specify in the Who Issued field. In the Validity Period field, select the expiration date of the document.

In the Department Code, specify the department responsible for issuing the document.

The date in the Record Valid From field shows when this document was registered in the system. By default, the current date is selected, but you can select another date.

If the document can be used for identification, select the Identification Document check box. By default, it is selected for documents of the Passport type.

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