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Glossary

Cockpit in Disclosure Management

Overview

The Cockpit is the central work interface of the Lucanet Disclosure Management solution, and displays 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 in Disclosure Management offers a number of options, including:

  • Creating and editing Excel files, Word files, PowerPoint files, and Word references for the chapters and sub-chapters of a document
  • Opening Excel, Word, and PowerPoint 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 in Disclosure Management

You can open the Cockpit in Disclosure Management 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 Document on the function bar.

The Cockpit is displayed as follows, for example:

Shows an example 'Cockpit' in Disclosure Management with the edit bar and the chapter list with the columns 'Chapter name', 'Status', 'MS Word', 'MS Excel' and 'Attachments'. MS Word files are assigned to the main chapters and MS Excel files to the sub-chapters, with the statuses 'In Progress', 'Initial Input' and 'Report Completed'. The status bar shows the 'User', 'Last import', 'Validation percentage' and the number of chapters and files.
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 in the Disclosure Management Cockpit

Above the chapter list in the Disclosure Management Cockpit, 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:

Shows the edit bar of the chapter list in the Disclosure Management 'Cockpit' with the field 'Chapter search', the column selection with 'Status' and 'MS Word', the drop-down lists 'Default Language' and 'Notes', the buttons for expanding, collapsing, selecting and switching the display, and 'Export chapter structure'.
Edit bar for the chapter list in the cockpit

The edit bar in the Disclosure Management Cockpit 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 criterion 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. For an example, see Showing or Hiding the MS Office 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 or PowerPoint result documents can be generated.

The following table describes the buttons on the edit bar of the chapter list in the Disclosure Management Cockpit:

OptionDescription
Button 'Expand or collapse chapter'Expand or collapse chapter: Switches between displaying all sub-chapters for the document and only displaying the top-level chapters.
Button 'Display chapters as tree structure or flat list'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.
Button 'Select/deselect all chapters'Select/deselect all chapters: Selects all the chapters or removes the current selection.
Button 'Extract chapter structure'Extract chapter structure: Exports the chapter structure of the document to an Excel file.

Viewing MS Office Files in the Cockpit in Lucanet Disclosure Management

The MS Word, MS Excel, and MS PowerPoint columns in the Cockpit in Lucanet Disclosure Management display which chapters have files of each type assigned, when these files were last checked in, and whether they are locked. This lets you check the state of the report and presentation files without opening each chapter individually.

The MS PowerPoint column is available when working with MS Office Native.

Shows the chapter list in the Cockpit in Lucanet Disclosure Management. The 'MS POWERPOINT' column displays a PowerPoint icon and a timestamp for 'File exists', 'New file', and 'External file'; the cell for 'Template' is empty.
Cockpit with assigned PowerPoint files

Showing or Hiding the MS Office Columns

To select the columns for the required MS Office files in the Cockpit in Lucanet Disclosure Management:

1

Open Column selection on the editing bar above the chapter list.

2

Select the MS Word, MS Excel, or MS PowerPoint checkboxes to display the corresponding columns. Clear a checkbox to hide its column again.

Shows column selection in the Cockpit in Lucanet Disclosure Management. The 'Status', 'Validations', 'MS Word', 'MS Excel', 'MS PowerPoint', and 'Attachments' checkboxes are selected; 'Last editor' and 'Last comment' are cleared.
Column selection for MS Office files

Understanding the MS Office Columns

The MS Office columns in the Cockpit in Lucanet Disclosure Management display the following information about the assigned files. The selected document language applies to Word and PowerPoint files. Excel files are assigned to the chapter independently of the document language.

DisplayMeaning
Empty cellNo file of the corresponding type is assigned to the chapter. For Word and PowerPoint files, this applies to the selected document language.
File icon with date and timeA file of the corresponding type is assigned to the chapter. The timestamp indicates the most recent successful check-in of the file in Lucanet Disclosure Management.
Lock iconThe file is locked for editing.

After a successful check-in, the Cockpit display updates automatically. Saving a file that is still open in MS Word, MS Excel, or MS PowerPoint is not a check-in and does not update this timestamp.

Select the required document language before checking its Word and PowerPoint files.

Click the corresponding file icon to open the assigned file. Whether you can edit it depends on your permissions and any existing lock. For more information on the file, open the Detail View of a Chapter.

Editing a Chapter in the Disclosure Management Cockpit

In Disclosure Management, read and write permissions can be defined for chapters. You can only edit chapters for which you have editing permissions. For more information, see Assigning Document Roles for Disclosure Management.

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

Shows the context menu of a chapter in the Disclosure Management 'Cockpit' with the commands 'Data view', 'MS Word', 'MS Excel', 'Change status', 'Assign structures', 'Delete Chapter' and 'Open attachments'.
Context menu of a chapter in the Cockpit

The following commands are available in the context menu of a chapter in the Disclosure Management Cockpit:

CommandDescription
Data viewManually edit report values using the Data view, for example to correct rounding or validation errors.
MS ExcelAdd a new or a locally saved (external) Excel file to a chapter. Open an existing file or replace it when editing locally. For more information, see Replacing Excel Files.
MS WordAdd a new Word file, an external Word file, or a Word reference to a chapter. Open an existing file or replace it when editing locally. For more information, see Replacing Word and PowerPoint Files.
MS PowerPointAdd a new or locally saved (external) PowerPoint file to a chapter, open an assigned file, or replace it when editing locally. For more information, see Replacing Word and PowerPoint Files.
Change statusAssign a new status to a chapter.
Assign structuresAssign any chapter to a structure.
Delete chapterDeletes the chapter from the document.
Open attachmentsOpens the Attachments section, where you can manage attachments for the current chapter.
Create partial result documentOpens the creation of a Word or PowerPoint partial result document from the selected chapters (see Creating a Partial Result Document).

Details for individual commands

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

If an Excel file is already assigned to the chapter, you can exchange it when editing locally using MS Excel | Replace Excel file. The replacement file is displayed for editing and transferred with the subsequent check-in. Existing links are retained for Outareas with the same name. For prerequisites and steps, see Replacing Excel Files.

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).

Replacing Word and PowerPoint Files

In Lucanet Disclosure Management, you replace existing Word and PowerPoint files using the respective submenu in the Cockpit. For PowerPoint, select MS PowerPoint | Replace PowerPoint file. The replacement file is displayed for editing and transferred with the subsequent check-in.

Shows the context menu of a chapter in the cockpit of Lucanet Disclosure Management with the open 'MS PowerPoint' submenu. The submenu contains 'Open PowerPoint file', 'Replace PowerPoint file', and 'Delete PowerPoint file'.
Replacing a file via the chapter menu

The function applies to the selected document language and requires an unlocked file and editing permissions. The command is not offered for editing in the browser. For the complete prerequisites and steps, see Replacing Word and PowerPoint Files.

Change status

You can use the Change status context menu command in the Disclosure Management Cockpit to assign a new status to a chapter.

Shows the context menu of a chapter in the Disclosure Management 'Cockpit' with the submenu 'Change status' and the statuses 'Initial Input', 'QA' and 'Report Completed'.
Context menu 'Change status'

Opening Detail View in the Disclosure Management Cockpit

In the Disclosure Management Cockpit, click the Info icon 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 in Disclosure Management

In Lucanet Disclosure Management, you can combine the Word or PowerPoint files of specific chapters into a partial result document. To do this, select at least two chapters with saved files of the required type in the same document language. You need read permissions for these files.

To create a partial result document in Lucanet Disclosure Management:

1

In the Cockpit, select the required document language and structure.

2

Hold down the CTRL key and select the required chapters with the left mouse button.

3

Open the three-dot menu of a selected chapter and select Create partial result document.

Shows the cockpit in Lucanet Disclosure Management with two selected chapters in the 'MS POWERPOINT' column. The open context menu contains 'MS Word', 'Change status', and 'Create partial result document'.
Opening the creation of a partial result document from selected chapters
4

In the creation form, check the Result document type and the prefilled Name of the result document, and adjust the name if necessary.

Language and Structure variant are taken from the Cockpit and cannot be changed here. Use Adjust chapter selection to return to the selection in the Cockpit.

Shows the creation form in Lucanet Disclosure Management with the type 'MS PowerPoint', the name 'Result document - PlayWright PowerPo…', the disabled fields 'Language' and 'Structure variant', the chapters '1.2. New file' and '1.3. External file', the display '2 / 3 MS PowerPoint chapters selected', and the 'Adjust chapter selection' and 'Create result document' buttons.
Checking the transferred chapter selection and settings
5

For a Word result document, configure the additional options if necessary and click Create result document.

The result document contains only the selected chapter files of the selected type within the selected structure. The chapter order follows the structure, not the order of your clicks.

For more information on the settings and on opening the result, see Creating Result Document and Displaying History of a Result Document.

This content was generated using AI and reviewed by Lucanet subject matter experts before publication.

Page IDKB0121537

Last updated on Oct 20, 2026

Table of Contents
OverviewOpening the Cockpit in Disclosure ManagementConfiguring the Chapter List in the Disclosure Management CockpitViewing MS Office Files in the Cockpit in Lucanet Disclosure ManagementShowing or Hiding the MS Office ColumnsUnderstanding the MS Office ColumnsEditing a Chapter in the Disclosure Management CockpitDetails for individual commandsOpening Detail View in the Disclosure Management CockpitCreating Partial Result Document in Disclosure Management
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