Optional-But-Recommended Document

Concept type
This feature was introduced in GreenDesk® for Green Star® Design & As Built primarily to handle changes in the way Compliance Documents are handled since Green Star® Design & As Built version 1.2. It does, however, apply to some other green certification schemes too.

In earlier versions of the Green Star® Design & As Built scheme, there was a relatively strict list of Compliance Documents that had to be provided for each credit (although not all listed documents were required for every building design type, handled in GreenDesk using Compliance Documents). And for Design Phase buildings, mostly only a GBCA Credit Submission Template was required for each credit.

This system was loosened in Green Star® Design & As Built v1.2, the Green Star® Submission Guidelines for which now mostly only lists suggested documents that can be referenced by applicants as evidence supporting the claims made in each GBCA Credit Submission Template.

To handle this change, GreenDesk® for Green Star® Design & As Built has introduced a concept Optional-But-Recommended Documents. The compliance documents suggested in the Green Star® Submission Guidelines are still listed in the document compliance table for each Credit view page, but they have a special indicator to show that they are optional (not strictly required), but still recommended.

 optional

Users can now select which of the Optional-But-Recommended Documents are Relevant Documents, and can indicate which page range or section has the evidence supporting the claims made. This then appears automatically in the GreenDesk Credit Submission Form for the credit.

If some documents are optional, how can file attachment upload compliance be checked ?

GreenDesk uses a special status icon indicator system to prompt you (only) to select at least one Optional-But-Recommended Document as a Relevant Document and make a file attachment upload for it. As well as the compliance failure status icons (explained under Credit), the following variations on the icons for passing the document compliance file attachment tests are used:

  •   File attachments have been made for all strictly required compliance documents (if there are any) AND for any Optional-But-Recommended Documents that have been selected by the user as Relevant Documents.
  •   File attachments have been made for all strictly required documents (if there are any) but there are also some Optional-But-Recommended Documents and none have been selected as Relevant Documents yet (so no file attachment checks have been performed for them). This special status icon version is intended to prompt you to consider selecting at least one Optional-But-Recommended Document as a Relevant Document and make a file attachment for it.
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