Surveyor Document Child Form

Modules>Accreditation>Surveyor>Find, List, Query, or Add Surveyor>Accreditation Surveyor Profile>Surveyor Document Tab>document child form

Use the surveyor document child form to view, add, and modify documents related to the survey or surveyor.

This topic covers what you see on the document child form. For information on the actions you can perform on the survey documents child form, see Adding Surveyor Documents.

Survey Documents Child Form

You see the following columns on the surveyor documents child form:

Column	Description
Document	Contains a linked document name. Click the link to launch the document.
Document Summary	Displays the user-entered summary of the document.

Child Form Icons

Icons		Actions
Classic UI	Current UI
		expand/close icon to expand or close a child form.
		goto record icon to view that record's profile page.
		add icon to add a new record to the child form.
		edit icon to edit a record on the child form.
		delete icon to delete a record on the child form.
		grandchild form icon to expand or close a grandchild form.
		new window icon to open a child form in a new window.
		more info icon to see more information about the a record on the child form.
		linked headings to sort the records.
		refresh the data in the form.
		export the data to a quick report for download.