Add Transcript Order Item Dialog

The Add Transcript Order Item Dialog allows a PASIprep user to enter Document Order Item information for a new Document Order.

Dialog Title	Add Transcript Order Item
Dialog Type	PASIprep Custom Dialog

Security Requirements

To access this screen the user must:

Meet the 'Add' criteria of the Document Order Item Data Access Rules AND
Have the PASIprep Level 27 Permission - Manage Document Orders

If the security requirements are not met, user will be denied access and will see an unexpected error instead, as defined in the PASIprep UI Guidelines.

Delivery Information

This section of the screen includes information defining who and how the transcript will be delivered and contains the following editable fields:

Recipient *	This field is a drop down containing the following values in the following order: The Student - represented using the student’s Preferred Name Other Organizations - Including both Transcript Recipients and Digital Official Document Consumers (with a Document Type Preference of “Transcript” or “Credential And Transcript”) Transcript Recipients are represented using the Send To Organization. Digital Official Document Consumers are represented using the Digital Official Document Consumer Name UI. The combined list of organizations is sorted Alphabetically
Other Recipient Name	This field is visible and is mandatory when the Recipient is Other Otherwise, this field is hidden and is considered optional.
Document Order Item Delivery Method *	This field is only visible when a Recipient has been selected. If the Recipient is a Transcript Recipient, the only available value is Electronic which is defaulted. If the Recipient is a Digital Official Document Consumer, the only available value is Digital Official Document which is defaulted. If the Recipient is not provided, is the Student, or is Other, the following values are available: Automated Mail (Default) Certification Certification and Courier Courier Arrangements Manual Mail

Recipient Address

This section contains information about the address that will be used to mail the transcript. This section (including the header ane the fields) is not visible when the Document Order Item Delivery Method is Electronic or Digital Official Document.

When visible, and the Recipient is the Student, the Recipient Address Details are defaulted from the student's Preferred Mailing Address as long as the preferred mailing address does not have an Expiry Date (Student Address) in the past. Otherwise (either the Recipient is not the student or the student's preferred mailing address has expired), the field do not have a default value other than Country which defaults to Canada.

When visible, this section includes the following editable fields to capture the Recipient Address Details:

Country *
Street *
City	This field is mandatory if the Country selected is Canada or the United States. Otherwise, this fields is optional.
State/Province	This field is mandatory if the Country selected is Canada or the United States. Otherwise, this fields is optional. This field is labelled Province when the Country selected is Canada. This field is labelled State when the Country selected is the United States. This field is labelled Region when the Country selected neither Canada nor the United States.
Postal Code	This field is mandatory if the Country selected is Canada or the United States. Otherwise, this fields is optional. This field is labelled ZIP Code when the Country selected is the United States. This field is labelled Postal Code when the Country selected is not the United States.

Transcript Information

This section of the screen contains information that defines how the transcript itself will be delivered and includes the following editable fields:

To Be Issued *
Document Order Item Document Language *	This field defaults to English. This field is read-only when the Document Order Item Delivery Method is Electronic
Provided Consent for School Release *
Number of Copies *	This field defaults to 1. This field is read-only when Document Order Item Delivery Method is Electronic or Digital Official Document.

Order Information

This section includes information about the document order item itself. This section includes the following read-only fields:

Document Order Item Total Amount *
Reorder Of Document Order Item	This field is only displayed if it contains a value (i.e. the order item was created via the Reorder Document Order Item dialog).
Reorder Reason	This field is only displayed if it contains a value (i.e. the order item was created via the Reorder Document Order Item dialog).

Action Buttons

The following actions are available within the dialog.

Cancel

When selected, this action will close the Add Transcript Order Item dialog and return the user to the Add Transcript Order screen.

Save

When selected, this action will apply the following rules to validate the order item:

If the validation fails, the error messages are displayed.

If the validation passes and the Document Order Item Delivery Method is neither Electronic or Digital Official Document the user will prompted to confirm the mailing address entered.

All the fields in the Add Transcript Order Item dialog become read-only.
The action button bar is replaced with an Address Confirmation bar.

When selecting No, the Address Confirmation bar will be closed and the Add Transcript Order Item dialog will return to an editable state.

When selecting Yes (or when the Document Order Item Delivery Method is Electronic or Digital Official Document) the Add Transcript Order Item dialog is closed and a new row is added (and selected) to the data grid on the Add Transcript Order screen, using the following information:

Reorder Reason
Recipient Type	Calculated by the system
Recipient Is Student	Based on the Recipient selected: If the Recipient is the Student, Recipient Is Student is True Otherwise, Recipient Is Student is False
Document Order Item Recipient Client Identifier	Based on the Recipient selected: If the Recipient is a Transcript Recipient, the Document Order Item Recipient Client Identifier is set based on the selected Recipient Otherwise, Document Order Item Recipient Client Identifier is not set
Document Order Item Recipient Institution Identifier	Based on the Recipient selected: If the Recipient is a Transcript Recipient, the Document Order Item Recipient Institution Identifier is set based on the selected Recipient Otherwise, Document Order Item Recipient Institution Identifier is not set
Document Order Item Digital Transcript Consumer	Based on the Recipient selected: If the Recipient is a Digital Official Document Consumer, the Document Order Item Digital Transcript Consumer is set based on the selected Recipient Otherwise, the Document Order Item Digital Transcript Consumer is not set
Document Order Item Recipient Name	Based on the Recipient selected: If the Recipient is the Student, Document Order Item Recipient Name is the Full Name of the student’s Preferred Name. If necessary, the name is shortened to be not more than 60 characters long. If the Recipient is a Transcript Recipient, Document Order Item Recipient Name is the Recipient Name (Transcript Recipient) If the Recipient is a Digital Official Document Consumer, Document Order Item Recipient Name is the Digital Official Document Consumer Name If the Recipient is Other, Recipient Name is the Other Document Order Item Recipient Name entered on screen.
Document Order Item Delivery Method	As provided on screen
To Be Issued	As provided on screen / calculated by the system
Document Processing Timeframe	Based on To Be Issued: If a Control Schedule record was selected, this is Scheduled. Otherwise, use the Document Processing Timeframe selected.
Control Schedule Identifier	Based on To Be Issued: If a Control Schedule record was selected, this is the selected Control Schedule ID of the selected Control Schedule. Otherwise, this is not set
Document Order Item Document Language	As provided on screen
Provided Consent for School Release	As provided on screen
Number of Copies	As provided on screen
Document Order Item Total Amount	Calculated by the system
Recipient Address Details	The address details are dependent upon the type of Recipient selected: When the recipient is an Digital Official Document Consumer, the Recipient Address Details will be recorded as follows: City = The Digital Official Document Consumer City Name of the associated Digital Official Document Consumer Province = The Digital Official Document Consumer Region of the associated Digital Official Document Consumer Country = The Digital Official Document Consumer Country of the associated Digital Official Document Consumer When the recipient is a Transcript Recipient, the Recipient Address Details will be recorded as follows: City = The City Name of the associated Transcript Recipient Province = The Region of the associated Transcript Recipient Country = The Country Name of the associated Transcript Recipient Otherwise the Recipient Address Details will be as specified by the user, including: Street City State/Province Postal Code Country
Reorder Of Document Order Item	From the value on screen (provided via the Reorder Document Order Item dialog.)

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