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View Pending Files Screen

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View Pending Files Screen

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The View Pending Files screen is used to view files that have a pending status. Only users with both transfer and drop security clearance have access to the pending files handling screen.

 

Pending files are files that have been added with the Add to pending file? field checked on the Upload and Link Files screen. They are also documents and links that are automatically saved in GOLDVault by GOLDTrak PC and Platform, without requiring printing or scanning. When documents are created, they may be assigned to a specific Approval Queue. You can filter the display of documents by the Approval Queue.

 

These documents and links can be saved in a pending status to require review and approval before being stored permanently.

You can suspend pending files. Suspended files can be unsuspended.

 

view pending files screen

 

 

Feature

Definition

Refresh the screen

Refresh the list by clicking clip0002. The screen is automatically refreshed when you accept or deny a document, but you can force a refresh at any time by clicking this button.

Accept

Accept a link to a document by clicking clip0003. This saves the document and link permanently and will remove the link to the document from the pending list.

Suspend/Unsuspend

Highlight a pending link and click the Suspend or Unsuspend icon suspend icon to mark the file as suspended. You will be asked to enter a comment as to why the file was suspended. Please note that it is the file that is suspended, not just the link, so suspending any link attached to the file will suspend all links attached to the file.

 

When the highlighted link is suspended and you click the Suspend or Unsuspend icon, the file is returned back to pending status. All suspended links to the file will be returned to pending status.

Delete

Delete a pending document link by clicking clip0004. This removes the link to the document from the pending list and deletes it completely from the database, including any history associated with the link.

View

View a pending document by clicking clip0005. This will pop up the file for review just as the viewer displays files in the File Search screen.

View/Edit Comments

View or edit comments by clicking View_Edit_Comments_icon. This will pop up the Cross Reference Comments For dialog.

Approval Queue

When the Show all pending files checkbox is checked, the list displays all existing pending links and files. When the checkbox is not checked, the list displays the pending links and files that are assigned to the queue listed in the Approval Queue drop-down list. Changing the drop-down list selection changes the items displayed accordingly.

Show all queues

When Show all queues is checked, items in all Approval Queues are displayed. When it is unchecked, only items attached to the displayed Approval Queue are displayed.

Include suspended queues

When you check Include suspended files, all pending and suspended files are displayed. If you leave both this checkbox and the Show only suspended checkbox unchecked, only pending files are listed in the display.

Show only suspended

If you check Show only suspended, only suspended files and no pending files are displayed. If you leave both this checkbox and the Include suspended files checkbox unchecked, only pending files are listed in the display.

 

The fields in the list are the same as those in the File Search Screen above except that comments cannot be added or viewed from the View Pending Files screen and the screen displays the Approval Queue.

 


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