COI Disclosure Status

The COI Disclosure Status maintenance e-doc (Coi ) is used to establish and maintain numeric codes and textual description values which are stored in database tables.  This data serves as reference information that is made available for display and selection in various areas of the system, which can include lookups, e-docs as well as other maintenance e-docs.

Document Layout

Figure 1020 Disclosure Status Maintenance Document -  Layout

Edit Disclosure Status Section

The Edit Disclosure Status  section of the Disclosure Status  maintenance document is a unique section that allows you to specify and maintain the details associated with the reference table record in fields.

 

Table 688 Disclosure Status Maintenance Document - Edit Disclosure Status Section Field Descriptions

Field

Description

Disclosure Status Code

Type (or paste from virtual clipboard) to enter an abbreviated version of the Description field (for example, a numeric value) that can be used to organize the disclosure state and optimize it for reference.  This value is associated with the Description field value to uniquely represent this disclosure status in the system.

Description

The full textual name for the disclosure status as it is commonly referred to.  Click within the text box (or press the tab key from a previous field) to reposition the cursor so that it is within the field, and then type (or paste from virtual clipboard) to enter text in the box as necessary to provide the appropriate information.  Click the expand text  icon to display a pop-up window with an expanded text entry area if you want more screen real estate to type in, and then click the continue button to close the window and return.  After text has been entered and saved, click the green arrow icon to read it in its entirety in the larger pop-up window, and then click the close button to close the window and return.

 

Examples

Figure 1021 Disclosure Status Maintenance Document Example Values

Common Features

This maintenance document includes the following features that are common to most KC maintenance documents:

 

Table 689 Links to Common Maintenance Document Component Instructions

Common Maintenance E-Doc Component

Cross-Reference Links To Usage Instructions

Document Header

link.png  For more information, see “Header Area” on page 99 in E-Doc Fundamentals.

Document Overview Section

link.png  For more information, see “Document Overview” on page 103 in Common E-Doc Tabbed Sections.

Notes and Attachments Section

link.png  For more information, see “Notes and Attachments” on page 104 in Common E-Doc Tabbed Sections.

Ad Hoc Recipients Section

link.png  For more information, see “Ad Hoc Recipients” on page 106 in Common E-Doc Tabbed Sections.

Route Log Section

link.png  For more information, see “Route Log” on page 107 in Common E-Doc Tabbed Sections.

Action Buttons

link.png  For more information, see  “Action Buttons” on page 81 in Selection, Entry and Action Tools.

Process

link.png

For information about searching for, initiating, editing, copying, submitting, saving, closing, canceling, and/or routing a maintenance document, see “Common Maintenance E-Doc Operations” on page 129 in the Overview section.