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Configuring a Document
Cockpit
Detail View of a Chapter
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Creating and Editing Chapters
Creating and Editing Periods
Importing Data
Working with MS Office Files
Creating and Editing Validations
Using the Data View
Using the XBRL Tagger
Creating Result Document
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Glossary

Cockpit

Overview

The Cockpit is the central work interface of the Disclosure Management solution, and shows the editing state of a document managed by Disclosure Management at a glance.

In the Cockpit, Rows reflect the chapters and sub-chapters of documents that have been created in the Manage chapters workspace. The Columns display detailed information on the individual chapters.

The Cockpit offers a number of options, including:

  • Creating and editing Excel files, Word files, and Word references for the chapters and sub-chapters of a document
  • Opening Excel and Word files
  • Selecting the document language
  • Changing and tracking the status of chapters and sub-chapters
  • Assigning structures
  • Opening the detail view
  • Opening the data view
  • Showing attachments to a chapter

Opening the Cockpit

You can open the Cockpit in any of the following ways:

  • In the Dashboard, click on the document you want to open in the Cockpit.
  • In the overview, click Cockpit.
  • Click Cockpit on the function bar.

The Cockpit is displayed as follows, for example:

Displays an example cockpit. A 4-part document is displayed. An Excel file is assigned to three chapters and a Word document is assigned to two chapters.
Disclosure Management 'Cockpit’

If all the other workspaces in the overview are grayed out when you open the Cockpit and cannot be opened, you do not have the access permissions for these workspaces. If necessary, edit the permissions in Role Management or contact your system administrator.

Configuring the Chapter List

Above the chapter list, you will see the editing bar. You can use this to carry out a number of tasks, including:

  • Browsing the chapter list
  • Defining which columns to display
  • Selecting the display language
  • Selecting the required structure,
  • Configuring the display and sorting of the chapters
  • Extracting the chapter structure of the document into an Excel file

The edit bar is displayed as follows, for example:

Displays the edit bar of the Cockpit
Edit bar for the chapter list in the cockpit

The edit bar offers the following options for the chapter list:

Find chapter

In the Chapter search drop-down list, you can enter your desired search criterion. You can reuse the most recent search criteria, so you don’t have to re-enter them manually when repeating the same search.

If a structure other than the default structure is active in the Cockpit, the chapter search only searches the chapters that are visible in that structure. If you switch the structure while a search criteria is active, the search is automatically re-applied.

Configure columns

You can adjust the chapter list to suit your needs by showing or hiding individual columns.

Select language

If more than one language is stored for a document in Disclosure Management, you can use the Select language drop-down list to select the language you wish to use.

Select structure

Structures are a named selection and arrangement of chapters, including section breaks, used to generate a specific report version from a document.

A single source document can contain multiple structures, for example default structure, short report, Management Report, attachment, etc., from which different Word result documents can be generated.

The drop-down list currently only contains the structures that were carried over from SmartNotes during the migration to Disclosure Management.

Creating, deleting, or renaming structures is not yet possible in Disclosure Management and will be implemented in a later version.

Expand or collapse chapter: Switches between displaying all sub-chapters for the document and only displaying the top-level chapters.

Display chapters as tree structure or flat list: Switches between displaying the defined chapter structure for the document and a simple list of all chapters.

Select/deselect all chapters: Selects all the chapters or removes the current selection.

Extract chapter structure: Exports the chapter structure of the document to an Excel file.

Editing a Chapter

Read and write permissions can be defined for chapters. You can only edit chapters for which you have editing permissions. For more information, see Creating and editing user roles for disclosure management.

On the edit bar for each chapter, you can open a context menu by clicking the three dots icon :

The following commands are available:

Data view

During the data import, report values are written based on the Excel programming in the Excel worksheets, and can be manually edited using the Data view. This is useful if you need to correct rounding or validation errors, for example.

The Data view is only available for programmed Excel files.

  • An Excel file is classed as “programmed” if it has a Name column, at least one Values column, and at least one Programming column, and at least one cell is programmed into the Programming column.
  • If the Programming column is empty, the Excel file is not classed as programmed.

MS Excel

If no Excel file has been assigned to a chapter yet, the following commands are displayed:

  • Add Excel file: Launches MS Excel with a new file and adds said Excel file to the chapter
  • Add external Excel file: Adds a locally saved Excel file to the chapter

MS Word

If no Word file has been assigned to a chapter yet, the following commands are displayed:

  • Add Word file: Launches MS Word with the saved template for a new Word document, and adds said Word file to the chapter
  • Add external Word file: Adds a locally saved Word file to the chapter
  • Add Word reference: Adds a chapter from another report to this chapter (see Working with Word References).

Change status

You can use the Change status context menu command to assign a new status to a chapter.

Assign structures

Using the Assign structures context menu command, you can assign any chapter to a structure.

Delete chapter

Deletes the chapter from the document.

Open attachments

Opens the Attachments section, where you can manage attachments for the current chapter.

Create partial result document

Uses the selected chapters to create a partial document (see Creating a Partial Result Document).

Opening Detail View

Click the icon to open the Detail View of a Chapter. The detail view of the chapter displays a variety of information, including the history and details of the assigned MS Office files.

Creating Partial Result Document

You can create a partial result document at any time, using any chapters of your document. Proceed as follows:

1

Press and hold down the CTRL key.

2

In the Cockpit, use the left mouse button to select the chapters you want to include in the partial result document.

3

Click the three dot icon for a chapter and select Create partial result document:

Creating Partial Result Document

Last updated on Aug 16, 2023

Table of Contents
CockpitOverviewOpening the CockpitConfiguring the Chapter ListEditing a ChapterOpening Detail ViewCreating Partial Result Document
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