2.3 Modifying Document Properties

When a new document is created, DPM Authority will set the document properties based on the information provided in the New Document Wizard. 

You can however manually update the document properties anytime after creation, such as changing the entity or reference date. The entity, reference date, reporting currency, stated accuracy and monetary source data scale document properties can be found in Report Properties form in the Home menu within the Maintenance ribbon:

Documents can be reused for subsequent periods by utilising the roll forward functionality which will automatically update the period of the document (see Roll Forward for more information).

Report Properties Form

The Properties section will contain the settings, specified in the New Report Wizard.

• Schema reference: check the schema reference combobox that refers to the exact entry point of the taxonomy. Although the field cannot be edited, users may select and copy the text directly from the box when needed.

• Reference date: Change the reference date of your report.
• Reporting currency: Change the reporting currency.
• Stated accuracy: Change how accurate you claim the monetary values in your submission are. 
• Monetary source data scale:  Change the scale of your source data.
• Automate totals and subtotals: Remove or add the automatic calculations of intra-table totals and subtotals.

The Reporting Entity section will always contain one entity, which is created by the New Report Wizard.

You can change the following Entity properties:

• Entity name - Type in the name of the entity.
• Country  - Select the country of incorporation of the entity.

• Type of organisation - Select the type of organisation.  

  
  

  This list is updated to reflect the types of organisations identified in the selected country of incorporation.

• Identifier scheme URL - This will be automatically populated based on the type of organisation selected, with the exception of “Other” where the appropriate identifier scheme URL must be supplied.  

  
  

  A scheme URL is just a convenient string of characters that uniquely identifies an organisation that administers a registration scheme - it may link to a relevant part of that organisation’s web site. This must be a valid URL (web link).

• Entity identifier - Input the entity identifier relevant for the type of organisation.  This must conform to the identifier scheme.
• Entity identifier suffix - If you are required to use an entity identifier suffix, you can select one from the predefined list or type any suffix into the form.

To change other default properties go to File > Options > General. See DPM Authority Options for more information on Other Defaults.