Mionamilosevic: Created page with "The Standard Documents Administration module allows administrators to manage standardized documents that can be required or attached during case handling and service workflows. Standard documents represent predefined document types that may need to be uploaded, reviewed, or shared as part of passenger service handling. Typical examples include: •MEDIF – Medical Information Form •Animal Training Certificate – certification for service animals •CDC SVAN USA..."

2026-03-11T12:13:31Z

Created page with "The Standard Documents Administration module allows administrators to manage standardized documents that can be required or attached during case handling and service workflows. Standard documents represent predefined document types that may need to be uploaded, reviewed, or shared as part of passenger service handling. Typical examples include: •MEDIF – Medical Information Form •Animal Training Certificate – certification for service animals •CDC SVAN USA..."

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The Standard Documents Administration module allows administrators to manage standardized documents that can be required or attached during case handling and service workflows.

Standard documents represent predefined document types that may need to be uploaded, reviewed, or shared as part of passenger service handling.

Typical examples include:

•MEDIF – Medical Information Form

•Animal Training Certificate – certification for service animals

•CDC SVAN USA – regulatory document for service animals traveling to the USA

•TÜV Blitzgutachten – technical certification document

These documents support operational processes by ensuring that:

•required documents are defined centrally

•multiple language or regional versions can exist

•documents are properly categorized

•sensitive medical documents are clearly identified

The module also allows document variations to be managed, such as different language versions or region-specific templates.

== '''Standard Documents Overview''' ==
Displays all configured standard document types available in the system.

This overview allows administrators to:

•view existing document types

•create new document definitions

•edit document configurations

•delete unused document types
{| class="wikitable"
|+
!Column
!Description
|-
|Name
|Name of the document type
|-
|Contains Medical information
|Indicates whether the document contains medical data
|}
{| class="wikitable"
|+Example documents
!Name
!Contains Medical information
|-
|MEDIF
|YES
|-
|Animal training certificate
|NO
|-
|CDC SVAN USA
|NO
|-
|TÜV Blitzgutachten
|NO
|}

'''Row Actions'''

'''Edit (✏️)'''

Opens the '''Standard Document Editor''' where document details and variations can be managed.

'''Delete (🗑)'''

Deletes the document definition.

Deletion may be restricted if:

•the document is used in workflows

•documents have already been uploaded in cases

'''Buttons'''

'''Add new'''

Creates a new standard document definition.

'''Search (🔍)'''

Filters documents by name.

== '''Standard Document Editor''' ==
The Standard Document Editor allows administrators to configure:

•the document type

•document metadata

•language or regional variations

•document upload configurations

Each document type can contain multiple '''document variations''' representing different versions.

=== '''Base Data''' ===
This section defines the general properties of the document type.

==== '''Internal Name''' ====
Field:

'''Internal name'''

Example: Animal Training Certificate

Purpose:

•identifies the document internally

•used for administration and referencing

Supports multilingual values.

==== '''Holds Medical Document''' ====
Checkbox:

'''Holds Medical Document'''

Indicates whether the document contains medical data.

If enabled:

•the document is treated as '''medical information'''

•stricter privacy rules may apply

•special handling in workflows may occur

Example: MEDIF → holds medical document

This is important for compliance with medical data protection regulations.

==== '''Is in Use''' ====
Checkbox:

'''Is in use'''

Indicates whether the document definition is active.

If disabled:

•the document cannot be requested in workflows

•existing uploaded documents remain stored

This allows documents to be retired without deleting them.

=== '''Document Variations''' ===

Allows administrators to define multiple versions of a document.

Variations may differ by:

•language

•regulatory region

•document format

''For example:''

''•EU version''

''•US version''

''•language-specific version''
{| class="wikitable"
|+
!Column
!Description
|-
|Name
|Name of the document variation
|-
|Language
|Language of the document
|-
|Upload information
|Details about the uploaded file
|}
{| class="wikitable"
|+Example Variations
!Name
!Language
!Uploaded Information
|-
|Animal training certificate (EU)
|DE
|Uploaded by DW
|-
|Animal training certificate (EU)
|EN
|Uploaded by DW
|}
'''Upload Information'''

Displays metadata about the uploaded document file.

Example: Uploaded by DW (06.08.2025 16:25)

This helps track:

•who uploaded the file

•when the document was updated

'''Row Actions'''

Icons displayed in the table represent document actions.

'''View (👁)'''

Opens the uploaded document for preview.

'''Download (⬇)'''

Downloads the document file.

'''Upload / Replace (⬆)'''

Uploads a new version of the document.

Used when:

•document template changes

•updated regulatory forms are required

'''Delete (🗑)'''

Deletes the document variation.

Deletion may be restricted if the variation is already used in cases.

'''Add new'''

Button:

'''Add new'''

Creates a new document variation.

Used when:

•adding a new language

•adding a regional variant

•updating regulatory documents

== Related articles ==
[[Dev:LH MOC Admin-Standard document administration Translations|Translations]]

Dev:LH MOC Admin-Standard document administration - Revision history