The View Document Order Item screen is accessible via the View Student - Orders Tab and the List Document Order Items screen.

This screen allows user to view full details regarding a Document Order Item record. This applies to document order items for transcripts, credentials and letters. Different sections and content will be displayed for each type of document.

The screen presents the data using the PASIprep View Item Template.

The user must satisfy the Document Order Item Data Access Rules in order to access this screen.

The Details tab is the default tab for the page.

Depending on the Document Order Item Type, different sections of the data fields will be displayed.

This section is only available for document order items for transcripts.

This section is only available for document order items for credentials.

This section is only available for document order items specific to transcripts.

This section only applies to document order items that are sent for printing and manual delivery.

The following actions are available from the action toolbox.

The Edit action is used to update information about an existing Document Order Item.

This action is available when:

• The user meets the update requirement of the document order item data access rules
• The user has the PASIprep Level 27 Permission - Manage Document Orders
• The Document Order Item is for a Transcript Order (Document Order Item Type = Transcript) OR is one of the Credential Document Types
• The Document Order Item Status is Ordered, User Hold, or System Hold
• The Document Order came from myPass or PASIprep (based on the System Name of the PASI Client that last updated the Document Order) ¹⁾
• The Document Order Item has not been deleted.

Selecting the Edit action launches the Edit Transcript Order Item or the Edit Credential Order Item screen based on the Document Order Item Category.

This action is only available to those PASIprep users with one of the following permissions:

• PASIprep Level 38 Permission - Can Delete Document Order Item
• PASIprep Level 27 Permission - Manage Document Orders

When selected, opens a confirmation dialog confirming the user wants to delete the Document Order Item. Note: Rule 80002 - Cannot Delete Order Item must pass in order to delete an order item.

The Reorder action is used to create a new Document Order and Document Order Item based on the selected document order item.

The Reorder action is only available when:

• The user meets the add requirement of the document order item data access rules
• The user has the PASIprep Level 27 Permission - Manage Document Orders
• The Document Order Item is for a Transcript Order (Document Order Item Type = Transcript) OR is one of the Credential Document Types
• The Document Order Item has not been deleted.
• The Document Order Item Status is Cancelled, Ready for Delivery, Sent for Delivery, Failed Delivery, Delivered in Error, Downloaded or Expired
• The Document Order Item is not itself a reorder of a previous Document Order Item (meaning Reorder Of Document Order Item is empty)
• The Document Order came from myPass or PASIprep or ApplyAlberta (based on the System Name of the PASI Client that last updated the Document Order) ²⁾

When selected, the reorder action presents the Reorder Document Order Item.

The following additional validation is done:

• Rule 60134 - Invalid Credential Document Item - Cannot Be Reordered

If the validation is successful, the user will be taken to the Reorder Document Item Dialog.

If the validation is unsuccessful, the user will see the message “Unable to reorder the credential because the credential number {Credential Number} is not current or has been deleted.” at the top of the View Document Order Item screen.

When the user clicks the “Show in myPass” option, the myPass website will open in a separate browser and the View Document Order History page will be displayed. This is only available where the user has the PASIprep Level 21 Permission - Access Student via myPass.

The View Unofficial Copy action is used to download an Unofficial Copy of the PDF document created.

The View Unofficial Copy action is only available when:

• The user has the PASIprep Level 27 Permission - Manage Document Orders
• The Document Order Item is for
  • a Transcript Order (Document Order Item Type = Transcript),
    • The student does not have an Invalid Evaluation Transcript Message on their record. OR
  • a Credential Order (Document Order Item Type = Credential) OR
  • a Letter Order (Document Order Item Type = Letter).
• The Document Order Item Status is System Hold, Cancelled, Ready for Delivery, Sent for Delivery, Failed Delivery, Delivered in Error, Downloaded or Expired

When selected:

• If the Document Order Item is associated with a generated document (i.e. the Document Number on the Document Order Item has been populated), this action downloads the unofficial copy of the student’s document order item.
  • If the document order item is for a transcript, the pdf transcript document will have the Unofficial Transcript PDF overlay components applied.
  • Note: Unofficial Copies will contain watermarks on all of the pages generated in the PDF diagonally across the page which read “UNOFFICAL COPY”.

• Otherwise (a document has not yet been generated), the following dialog is presented:

The View Unofficial Copy link will always be hidden in the event that the student has an Invalid Evaluation Transcript Message on their record.

The following additional validation is done:

• Rule 80022 - Invalid Letter Order Document Type to Download Unofficial Copy

If the validation is successful, the user will be able to download Unofficial Non Graduate Letter (PDF).

If the validation is unsuccessful, the user will see the message “Invalid document type {Document Type}. Only Non Graduate letter order can be downloaded as an unofficial copy.” at the top of the View Document Order Item screen.

The View Official Copy action is available when:

• The user has both the PASIprep Level 27 Permission - Manage Document Orders and the PASIprep Level 18B Permission - Organizational Group - Student Records
• The order is for a document with a Document Order Category of Transcript or Credential
  • If the Document Category is Credential, the student must not have any Invalid Evaluation Transcript Message
• The Document Order Item Status is System Hold, Cancelled, In Progress, Sent for Delivery, Failed Delivery, Downloaded, Expired, or Delivered in Error.

When used, will download an official copy of the document³⁾ using an Intended Purpose of Official Downloading. The file will be named:

{Document Order ID}-{Document Order Item Number}-OfficialCopy.pdf

If an Official version of the document is not available, the user will received a dialog with the message “There is no official copy of the document to view.”

The Waybill Reminder action is available when:

• The user has the PASIprep Level 27 Permission - Manage Document Orders
• The Document Order Item is for
  • a Transcript Order (Document Order Item Type = Transcript) OR
  • a Credential Order (Document Order Item Type = Credential)
  • the Special Handling Status is Outstanding or Pending
  • there is no waybill associated to the document order item
  • there is an active myPass connection to which the reminder message can be sent to

The “Waybill Reminder” dialog is used to confirm that a waybill reminder message should be sent to the education account associated to the document order.

The Waybill Bill tab will appear when a waybill is attached to the document order item and the user has the PASIprep Level 27 Permission - Manage Document Orders

This section contains a PASIprep Audit History Grid which lists all Document Order Item Audit Event records for the specific Document Order Item record being viewed.

All columns are visible by default. Columns related to Update information are also included as described in PASIprep Audit History Grid. A record is included for each revision of the record and are sorted by Updated On descending.