Create Document

Explanation

Use this activity to create a new document in IFS/Document Management. 

Prerequisites

• IFS/Document Management must have been installed.
• The document class must have been entered in Document Basic window.

System Effects

As a result of this activity, the document is created. The document can then be connected to any object type, e.g., equipment object, work order, preventive maintenance action, or purchase order.

Window

N/A

Related Window Descriptions

N/A

Procedure

1. In the current window, click the Attachments tab on the context pane (the Attachment Panel) below the window.
2. Click the Documents link.
3. Right click in the Documents window and click New. The Create New Document dialog box opens.
4. Enter a value in the Document Class field using the List of Values. Once this value is entered, values for Document Number, Sheet, Revision and Number Generator are automatically retrieved from basic data and displayed in those fields. Click Advanced to view these values. These values except the one for the Number Generator field can be changed in this dialog box.
5. Enter a title for your document in the Title field or click Browse beside the File Path field to select a document and obtain its title in the Title field.
6. Enter a value in the Document Number field depending upon the value inserted into the Number Generator field. If the Number Generator field value is Advanced, you may also enter values in the Booking List and Number Counter fields.
7. The default revision is automatically inserted into the Revision field. This value can be changed. A value is required in this field. 
8. If you select the Structure check box, this document becomes a structure document. If you do not select the Structure check box, this document is not a structure document and the document can have multiple sheets. 
9. Enter values for the Language Code and Format fields, as necessary.
10. Click Create or Create and Edit as required.