Attestation Types

Attestations is an optional module that can be added to you site. Contact TriLine Support for more information.

The Attestation Type defines the Attestations for the Contracts of your organisation that the ‘Contract With’ Contacts will be required to complete, either on an adhoc, or regular scheduled basis via a Contract Attestation Task.

Each Attestation can linked to selected, or all Contract Types.

Each Attestation has at least one ‘version’ of an Attestation Form containing the detail required to be completed by that Contract’s ‘Contact With(s)’, Contact(s). Once an Attestation Task has been generated, no further editing of that version of the Form is allowed, effectively locking that version. Once locked, to make changes to the form, a new version must be created from the old version. Versions of the Form that are no longer required for Attestation Tasks, can be make Inactive (which is effectively obsoleted) to prevent them ever being selected on an Attestation Task again. However, a ‘used’ version can never be deleted (that is version that has had an Attestation task has been generated from it) as they are required for historical purposes.

To be selectable from an Attestation Task, the Attestation Type, and a Form ‘version’ must both have a Status of Active. More than one Form Version can be Active at one time, allowing multiple Versions to be selectable from the Attestation Tasks.

The ‘Attestation Type’ Page

The 'Attestation Type' Page

The ‘Attestation Type’ Page

The ‘Attestation Type’ tab elements

ID

Element

Description

1

‘New Attestation Type’ icon

Click to add a new Attestation Type. A blank, first version, form will be created with this attestation type.

2

‘Page Help’ icon

Click this to see some basic instructions for working on this Page.

3

Page NavigationPanel

Use the controls in this panel to move between List Pages and set the number of Records to display per-page.

4

Text Search Filter

Enter some text to display only those records containing matching text.

5

Column Headers

Use the controls in the column headers to filter the Records.
Perform advanced sorting and filtering of the List to find particular Records.

6

‘Chevron’ icon

Click this icon to display this Attestation Type’s list of Form (versions) records. Click again to hide this list.

7

‘Edit’ icon

Click this icon to edit the Attestation Type Details.

8

‘Delete’ icon

Click this icon to Attestation Type.

Note: Attestation Types with no ‘Delete’ icon displayed are allocated and cannot be removed because they are required for history purposes.

9

‘Email Subject’ icon

Click this icon to customise the email subjects of notifications for each Attestation status, that is sent to the Contacts.

10

List of Attestation Types

This List displays all Attestation Types in your system.

Note: Not all Attestation Type records may be displayed if a Filter has been applied, such as filtering out Inactive Status Records.

11

Column Headers

Use the controls in the column headers to filter the Records.
Perform advanced sorting and filtering of the List to find particular Records.

10

Change Task Version

Click this icon to open the Attestation Task Version changing widow.

12

‘Edit’ icon

Click this icon to edit the Attestation From Version record. Change the Version name, status, and if Attachments are mandatory, as required.

13

‘Delete’ icon

Click this icon to delete this version of the Attestation Form.

Note: When no ‘Delete’ icon is displayed, it means there are Attestation issued to Contacts and hence cannot be removed because they are required for history purposes.

14

List of Form Versions

This List displays the Forms created for this Attestation Type.

Note: Not all Form records may be displayed if a Filter has been applied, such as filtering out Inactive Status Records.

15

‘Edit’ Form icon

Click this icon to edit the Attestation Form.

Note: A version of the Form can not be changed once an Attestation Task has been generated using this form, however it can still be viewed.

16

‘Duplicate this Attestation’ Form icon

Click this icon to copy this Attestation Form Record and the Form, to create a new partial, or complete duplicated Version from this Version.

17

‘Update to this Version’ icon

Click this icon to update ALL Contract Attestation Schedules using this Attestation, to this Version of this Attestation.
Note: This will not change the Version of Current Attestations (My Attestations), or Accepted Attestations (History).

18

‘Show Usage’ icon

Click this icon to show all Contracts that are using this this Version of this Attestation.


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