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Help & Documentation

Document status report

How to use the document status report

What is the document status report?

The document status report gives exam office staff a single, at-a-glance view of the exam paper preparation status across all courses/modules in your institution. It shows which documents have been uploaded, reviewed, and approved - so you can quickly identify where action is needed and where things might be falling behind. 

This reports data is refreshed and updated on a nightly basis

You can see when the data was last updated by checking the top of the reports page (as show below)

 

Document status report 

 

The page displays a table where each row represents an exam document set for a course/module. The columns show:

  • Course/Module - The course/module name and code. Click it to go directly to the course/module.

  • Exam Document Set - The name of the exam document set. Click it to open it.

  • Document Type Columns - One column per document type (e.g. Main Paper, Marking Scheme). Each cell shows the upload and review status for that document type. An asterisks (*) next to the column title indicates that this document is required to be uploaded.  

  • Actions - A dropdown to download all documents for that row.

 

Document Status Icons

Within each document type cell you may see:

Icon/Indicator Meaning Reference 
Grey upload icon No document has been uploaded yet
Blue document icon A document has been uploaded (hover to see who uploaded it and when)
Review indicator Shows the status of one or more reviews 
Green print icon The document has been approved for printing

Filtering the Report

Use the quick filter buttons to instantly narrow the list to document sets that need attention:

  • Missing required documents - Shows only document sets where at least one required document type has not been uploaded.

Status filters (These may differ depending on your organisation's workflow configuration)

  • Waiting on internal - Shows document sets where an internal review is pending.

  • Waiting on external - Shows document sets where an external review is pending.

  • Waiting on final - Shows document sets where a final review is pending.


Search

Type in the search box to filter by course/module name, course/module code, or document set name.


Exporting to CSV

Click Export to CSV to download the full report (as currently filtered) as a spreadsheet. The CSV includes course/module name, course/module code, exam document set name, and a count of uploaded documents per document type. The file is named with the current date and time for easy reference.