This topic describes the different types of electronic documents (“e-docs”) that exist in the KC system, how each is used, an overview of the general layout of e-doc screens and pages, common e-doc attributes, and their basic functions.
Types of E-Docs in KC
The essential difference between e-docs and maintenance e-docs:
• E-Docs: The term “e-doc” is simply an abbreviation for electronic document. Standard electronic documents (“e-docs”) are sometimes referred to as transactional documents. The terms “standard” or “transactional” are usually used when explaining how standard e-docs are different than maintenance documents (“maintenance e-docs”). Transactional e-docs perform actions both within the KC system (routing) and outside the system (updates or submissions).
o Internally, they travel through various states of workflow as they are reviewed and approved, and the information they contain may be included on reports that are generated.
o Externally, they connect to or integrate with other systems to send information they contain.
• Maintenance E-Docs: Maintenance e-docs are electronic documents used to maintain data in the system that is referenced by other e-docs. Within the system, they may be routed for review and approval. Their content becomes selectable information on form fields within standard e-docs.
Another way to think about the difference:
• E-Docs: think word documents or pdf forms. Even though they are electronic forms that allow for information entry and selection, all of the fields, sections, and pages make up a large document similar to those that traditionally were printed.
• Maintenance E-Docs: think database tables or excel spreadsheets. Although maintenance documents are electronic documents, they are not really like documents suitable for printing, but rather, listings of available codes that may occasionally change and thus need to be maintained. Instead of requiring complicated database administration skills, maintenance e-docs facilitate maintaining data via an electronic document user interface that makes it easy for non-technical users to update reference information.