This functionality allows you to display the documents linked to the Membership record. Only users with the necessary access linked to the DISABILITY MANAGEMENT Document Category will have access to view the documents.
If no documentation has been received or further documents are required the Communicate button must be selected.
On the JU3TF Claim Assessment screen, click VIEW DOCUMENT.
The Documents Uploaded screen will be displayed.
This screen displays any documents already uploaded.
Click 
alongside Document Categories, then select the required document category to be viewed (e.g. Accounting etc.) from the drop-down list.
The Document Categories field value selected will determine which Document Types are displayed for selection.
Click alongside Document Type, then select the required type of file to be viewed (e.g. Medical Questionnaire, Medical Examination or Pathology Report, etc.) from the drop-down list. A list of documents previously uploaded will be displayed for the Document Type selected.
The Document Type field values displayed for selection are determined by the Document Category selected in the Document Categories field.
Note:
The system will only display the document categories and document types relevant to the particular menu and to which the user has access.
Click the hyperlinked document name to view the document.
To capture Storage Information for the document, click 
at the end of the line.
The Storage Information screen will be displayed.
This screen allows for the capture of the Company, Region and Box Number for the selected document.
Capture information as follows:
|
Company |
Select a Company from the drop-down list. |
|
Region |
Select a Region from the drop-down list. |
|
Box Number |
The Box Number where the document is stored
This field is alphanumeric. |
Click SAVE.
The Documents Uploaded screen will display the data captured in the Company, Region and Box Number fields.
For more information, refer to
Infrastructure
System Entities
File Storage Company