Displaying and Editing the Status of Tags | Lucanet Knowledge Base

Getting Started

Global Functions

Administration

Extended Planning & Analysis (xP&A)

Consolidation & Financial Planning

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Disclosure Management

XBRL Tagger

Introduction to iXBRL

User Interface of the Lucanet XBRL Tagger

All Steps at a Glance

Basic Configuration

Dashboard

XBRL Document

Tagging a Document

Displaying and Editing the Status of Tags

Displaying and Editing Properties of Tags

Validations in XBRL Documents

Creating a Taxonomy Extension

Calculation View

Custom Hierarchies

Using Hidden Elements

Managing Continuation Chains

Working with Footnotes

Generating an iXBRL Report

Displaying Result Documents

Displaying the Preview

Analyzing XBRL Data with Lucanet XBRL Vision

Lease Accounting

Banking & Cash Management

Data Collection

Tax Compliance & Reporting

Glossary

The status of tagged elements can be defined to obtain a better overview of the tagging process.

The following statuses are available for tagged cells and text blocks:

Color	Status
	Tag in progress: The tagging has not yet been completed. The properties of the tag may have to be re-edited, or a reviewer has reset the status because the tag is not correct or has not been configured correctly.
	Tag must be checked: The tag must be checked. Areas, for example, that are tagged in the Lucanet Disclosure Management are displayed in yellow.
	Tag completed: The tag has been checked and accepted.

You can change the status of a tag at any time. Proceed as follows:

1

Right-click a tagged element and choose Change status | Status from the context menu.

'Set status' context menu

2

Choose the desired status.

You can change the status of several tagged cells or text blocks also simultaneously. Proceed as follows:

1

Choose the desired cells. Two options are available:

Mark the desired cells while pressing the left mouse button.

Use the arrow keys on your keyboard while holding down the

SHIFT

key to choose several cells.

Select non-adjacent cells

: Hold down the

CTRL

key and left click on each cell to be included in the selection.

Select adjacent cells

: Select the first cell to be included in the selection and then hold down the

SHIFT

key. While holding down the

SHIFT

key, click the last cell to be included in the selection.

2

Right-click the chosen cells and choose the Change status context menu command.

3

Choose the desired status.

Note: You can change the status of a tag also under Properties (see Displaying and Editing Properties of Tags).

You can define the following presettings for the status of tags in the Settings workspace:

Which status is to be initially assigned to

newly created tags

.

Which status is to be assigned to

extension tags

.

Which status is to be assigned to tags

automatically added

to the document. Tags are automatically added, for example, if a Word document contains what are referred to as

content controls

, which may have been added to the Word document in the

Disclosure Management

.

Display of tagging presettings. The options relevant for the status of tags are outlined in red. — Presettings for the status of tags

Last updated on Aug 16, 2023

Table of Contents

Displaying and Editing the Status of Tags

Available Statuses

Changing the Status of an Individual Tag

Changing the Status of Several Tags

Status Presettings