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
- In the current window, click the Attachments tab on the
context pane (the Attachment Panel) below the window.
- Click the Documents link.
- Right click in the
Documents
window
and click New. The
Create New Document dialog box opens.
- 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.
- 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.
- 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.
- The default
revision is automatically inserted into the Revision field. This
value can be changed. A value is required in this field.
- 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.
- Enter values for the Language Code and Format fields, as
necessary.
- Click Create or Create and Edit as required.