Document Separator in the VaCMS

Authorized workers should use this procedure to generate generic or barcode separators in the VaCMS using the Document Separator page

 

Process Steps

  1. From the Left Navigation, click DMIS  then select Document Separator.
  2. Select an Entity using the radio buttons.

 

Best practice is to choose Client ID when uploading documents into the VaCMS.

 

  1. Enter the appropriate Number / ID in the field, or use the magnifying glass to search.

 

The search function is tied to the selected Entity. For instance, if you select Client as the Entity then search for your client by name and select the correct match, the Client ID will populate in the Number / ID field. If the Entity is Case, the Case Number will appear after you select your match, and so on.

 

  1. From the Processed Switch dropdown menu select Yes or No.
    Note: Selecting Yes tells the VaCMS to mark all documents associated with the Entity as Processed (In other words, the required case action has already been taken). The primary worker will not receive an item in Document Inbox notifying that he or she has a new document to review.
  2. Select a 1st Document Type from the dropdown menu.
  3. Select a 1st Subtype from the dropdown menu.
  4. Enter Notes about the document.
  5. Add additional Document Types / Document Subtypes as needed (you can create as many as six document separators at one time).
  6. Click Submit.
  7. A printable version of the barcode document separators appears in a pop-up window.
  8. Click the print icon on the PDF.
  9. Repeat steps 5-11 as needed for additional document separators.

 

Results of the Procedure:

The user has generated generic or barcode separators in the VaCMS.

Updated: 08/03/2015