Handlers check each uploaded document
One document at a time: the type, whether it is valid, and the fields that type needs. When the programme rules are met, the step completes.
One document at a time
Uploads arrive in mixed formats. Names may not match the content. Requirements differ per programme. Handlers spend time chasing missing details.
Each uploaded document is shown with a control panel. The handler picks the type, marks it valid or invalid, and fills the fields for that type. After save, the next document appears. When the programme rules are met, the document step completes.
- Same check every time
- Type, valid or not, and the required fields, so there is no guesswork between handlers.
- Fields for that type
- Amount on a proposal. Match checkbox on proof of address. Expiry on a licence.
- Loop to Request Extra Documents
- Invalid or unclear documents can trigger a request with a reason and a deadline. Replacements return to this queue.
Frequently asked questions
- Can metadata fields vary by document type?
- Yes. The programme configuration decides which fields appear for each type (proposal amount, address match, licence expiry).
- Why validate documents one by one?
- Each document gets a type, a valid-or-not decision, and the fields that type needs. That produces a record you can audit. A pile of unclassified documents does not.
- Is one by one slower?
- The handler does not reconstruct what was already checked. Each document is presented the same way. The handler sees the type and the fields for that document.
- What happens if a document is invalid or unclear?
- Mark it invalid and request a replacement via Request Extra Documents. The applicant gets a reason and a deadline. The new document returns to the validation queue.
- How does the system know when the document step is finished?
- When the document requirements on that programme are met (types present, fields filled), the step completes.
- What if I don't require any document uploads?
- The step does not appear. Programmes with no uploads skip this step.
