Documentation Items Editor

To edit or add documentation items (types), data elements, and enrollments, use the Documentation Items Editor.

Edit What Documentation Items Support

  1. From the left-hand navigation menu, navigate to Admin Tasks > ServiceLink tab > Documentation Items Editor tile. The Documentation Items Editor page displays.
  2. To modify what a documentation item supports, click the Edit buton for the Documentation Item. The Edit Documentation Items page displays.
  3. Click the Documentation Item tab, and edit the documentation type as desired:
    • Active: Option; Select Yes to make the documentation type active, or No to make it inactive.
    • Sort Order: Text; Enter the order in which you want the data element to display.
    • Documentation Type: Text; Edit the name of the documentation item if necessary.
    • To change whether the documentation item supports the following, select Yes or No for the following options:
      • Eligibility Documentation Item
      • Data Element Validation Item
      • Employment Planning Documentation Item
      • Supporting Documentation Item
      • Follow-Up Documentation Item
  4. Click Save.

Edit Data Elements

  1. To modify the data elements associated with a documentation item, click the Data Elements tab (you may also click the Data Elements button for the documentation item on the Documentation Items Editor page). The currently selected data elements are checked.
  2. Check or uncheck the appropriate data elements.
  3. Click Save.

Edit Enrollments

  1. To modify the enrollments associated with a documentation item, click the Enrollments tab (you may also click the Enrollments button for the documentation item on the Documentation Items Editor page). The currently selected enrollments are checked.
  2. Check or uncheck the appropriate enrollments.
  3. Click Save.

Add New Documentation Item

  1. From the left-hand navigation menu, navigate to Admin Tasks > ServiceLink tab > Documentation Items Editor tile. The Documentation Items Editor page displays.

  2. Click Add. The Add Document Type page displays.
  3. Provide the documentation type information described below.
    • Active: Option; Select Yes to make the documentation type active, or No to make it inactive.
    • Sort Order: Text; Enter the order in which you want the data element to display.
    • Documentation Type: Text; Enter the name of the documentation item.
    • To choose whether the documentation item supports the following, select Yes or No in the following boxes:
      • Eligibility Documentation Item
      • Data Element Validation Item
      • Employment Planning Documentation Item
      • Supporting Documentation Item
      • Follow-Up Documentation Item
      • Identity Verification Item
  4. Click Save.