Incoming Transmittal Detail View

Incoming Transmittal Detail View is used to manage the data/content of a single Incoming Transmittal. Detail View displays all of the Incoming Transmittal attributes and associations such as:

Incoming Transmittal Detail View Actions

By default Files, Files Data Import, and Dispositioned Files tables are minimized. Pressing the down arrow button will expand the respective section. Each table title states how many items are in respective titles. Tables with 0 items do not display a count.

Files Table

Files table is used to manage Incoming Transmittal package content. Files uploaded or associated to the Incoming Transmittal will be packaged as a Zip archive. Archive, also, includes a PDF Incoming Transmittal report. User must have Incoming Transmittal - Edit permission enabled in order to edit Incoming Transmittal files meta data, and Incoming Transmittal - Delete to remove files from Incoming Transmittal. Incoming Transmittal - import permission must be enabled in order to allow file import into an Incoming Transmittal.

To process an Incoming Transmittal, there must be at least 1 file added to the files table. If there are no items present, table border color is red to symbolize a requirement.

Files Data Import Table

Files Data Import table is used to edit Files table values by downloading an Excel/CSV template file. The template file can then be edited by adding or changing values within the table. After having edited the template, the data of the template can then be imported into Files table where the values will then be updated with the values of the template file.

Dispositioned Files Table

Dispositioned Files table is used as a container to hold all files from Files table that were successfully dispositioned.

Incoming Transmittal Detail View