Document Type Code Fields
Complete the following fields to maintain document types.
Code and Description
| Field Name | Field Description |
|---|---|
| Show This Code for Location | Select this check box to enable the code for the selected location. |
| Code | The code word you previously entered is displayed here, but you can enter a different code if needed. If you enter a code
word that has already been assigned to another code, a warning message is displayed as codes must be unique.
Code words can contain numbers and uppercase or lowercase letters. You can also include periods, dashes, underscores, or parentheses.
The word ALL cannot be included in the code word, regardless of case.
|
| Description | Type a description for the code. |
Effective Information
| Field Name | Field Description |
|---|---|
| Mappings (ALT+M) | If mapping is available for the code, click this link to map codes in Odyssey to state-specific codes. |
| Effective Date | If the code should not become available until a later date, enter that date in this field. |
| Obsolete Date | If the code ever becomes obsolete (meaning it is no longer used) or will become obsolete at some point in the future, enter
an obsolete date.
The code is considered to be inactive when it reaches the obsolete date and remains obsolete until the date is removed or
changed to a future date. When a code is made obsolete, it is no longer accessible to the users and cannot be selected.
|
System-wide Document Type Behavior
Depending on the default security group, some of the following fields may not be displayed.
| Field Name | Field Description |
|---|---|
| Document Category | From the drop-down list, select the document category to which this document type belongs. |
| Available Security Groups | Click  to select the security groups to be made available for this document type.
|
| Not for Public View | Select this check box if this document type should not be made available for public viewing. |
| Print Batch Scan Barcode | Click Barcode to view the barcode type that is associated with this document type. |
| Stamp Option | From the drop-down list, select the stamp option for this document type. |
Redaction
| Field Name | Field Description |
|---|---|
| Initial Status | Select the initial status for this document type as Original or Original- Redaction Not Required.
The Original- Redaction Not Required option is used for automatic redaction and is intended to flag documents that do not need to go to an automated redaction system.
|
Location Document Type Behavior
| Field Name | Field Description |
|---|---|
| Workflow Path | From the drop-down list, select the workflow path where this document type should initiate. |