Presage/User Guide/Document Management Screen - Revision history

Along: /* Adding and Deleting documents */

2020-06-22T20:07:07Z

Adding and Deleting documents

← Older revision		Revision as of 15:07, 22 June 2020
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	[[Image:ISoft-Presage-FinalizingAddition.png\|none\|700px]]		[[Image:ISoft-Presage-FinalizingAddition.png\|none\|700px]]
	(A) The document with the green check mark to the left is the current version. Simply drag whatever version you want to be the current version to the top of the list.		(A) The document with the green check mark to the left is the current version. Simply drag whatever version you want to be the current version to the top of the list.
	(B) ~~Finally~~, check the '''approve''' box ~~and~~ make sure ~~the~~ '''Effective Date''' is chosen to allow the document to show up on work orders.		(B) Next, check the '''approve''' box.
			(C) Finally, make sure '''Effective Date''' is chosen to allow the document to show up on work orders.
			{{Tip\|If you have multiple versions approved, the version with the more recent '''Effective Date''' will be the used version}}


	'''On the 'Association Rules' tab:'''		'''On the 'Association Rules' tab:'''

2020-06-22T19:48:37Z

Main Summary

← Older revision		Revision as of 14:48, 22 June 2020
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	To navigate to the document management screen, click the '''Document Mgmt''' button on the main menu.		To navigate to the document management screen, click the '''Document Mgmt''' button on the main menu.

	[[Image:ISoft-Presage FindingDocumentManagement.png\|none\|~~600px~~]]		[[Image:ISoft-Presage FindingDocumentManagement.png\|none\|700px]]

	==Adding and Deleting documents==		==Adding and Deleting documents==

2020-06-22T19:48:23Z

Main Summary

← Older revision		Revision as of 14:48, 22 June 2020
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	To navigate to the document management screen, click the '''Document Mgmt''' button on the main menu.		To navigate to the document management screen, click the '''Document Mgmt''' button on the main menu.

	[[Image:ISoft-Presage FindingDocumentManagement.png\|none\|~~800px~~]]		[[Image:ISoft-Presage FindingDocumentManagement.png\|none\|600px]]

	==Adding and Deleting documents==		==Adding and Deleting documents==

2020-06-22T17:31:24Z

Uploading a Word Document

← Older revision		Revision as of 12:31, 22 June 2020
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	Sometimes you may want to upload something a bit nicer than a .txt file. Presage supports uploading .HTML files as well. To see how to convert a word file to		Sometimes you may want to upload something a bit nicer than a .txt file. Presage supports uploading .HTML files as well. To see how to convert a word file to
	a .HTML file, click '''[[Presage/User_Guide/Document_Management_Screen/converting-doc-to-html\|HERE ~~(under construction)~~]]'''.		a .HTML file, click '''[[Presage/User_Guide/Document_Management_Screen/converting-doc-to-html\|HERE]]'''.

2020-06-22T14:06:58Z

Uploading a Word Document

← Older revision		Revision as of 09:06, 22 June 2020
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	==Uploading a Word Document==		==Uploading a Word Document==

	Sometimes you may want to upload something a bit nicer than a .txt file. Presage supports uploading .HTML files as well. To see how to convert a word file to		Sometimes you may want to upload something a bit nicer than a .txt file. Presage supports uploading .HTML files as well. To see how to convert a word file to
	a .HTML file, click '''[[Presage/User_Guide/Document_Management_Screen/converting-doc-to-html\|HERE (under construction)]]'''.		a .HTML file, click '''[[Presage/User_Guide/Document_Management_Screen/converting-doc-to-html\|HERE (under construction)]]'''.

2020-06-22T14:06:37Z

Viewing on the phone

← Older revision		Revision as of 09:06, 22 June 2020
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	6. As you can see, the document comes up.		6. As you can see, the document comes up.

			==Uploading a Word Document==

			Sometimes you may want to upload something a bit nicer than a .txt file. Presage supports uploading .HTML files as well. To see how to convert a word file to
			a .HTML file, click '''[[Presage/User_Guide/Document_Management_Screen/converting-doc-to-html\|HERE (under construction)]]'''.

2020-06-22T14:02:15Z

Adding and Deleting documents

← Older revision		Revision as of 09:02, 22 June 2020
Line 34:		Line 34:
	[[Image:ISoft-Presage-FinalizingAddition.png\|none\|700px]]		[[Image:ISoft-Presage-FinalizingAddition.png\|none\|700px]]
	(A) The document with the green check mark to the left is the current version. Simply drag whatever version you want to be the current version to the top of the list.		(A) The document with the green check mark to the left is the current version. Simply drag whatever version you want to be the current version to the top of the list.
	(B) Finally, check the '''approve''' box to allow the document to show up on work orders.		(B) Finally, check the '''approve''' box and make sure the '''Effective Date''' is chosen to allow the document to show up on work orders.

	'''On the 'Association Rules' tab:'''		'''On the 'Association Rules' tab:'''

2020-06-21T02:16:01Z

Main Summary

← Older revision		Revision as of 21:16, 20 June 2020
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	To navigate to the document management screen, click the '''Document Mgmt''' button on the main menu.		To navigate to the document management screen, click the '''Document Mgmt''' button on the main menu.

	[[Image:ISoft-Presage FindingDocumentManagement.png\|~~center~~\|800px]]		[[Image:ISoft-Presage FindingDocumentManagement.png\|none\|800px]]

	==Adding and Deleting documents==		==Adding and Deleting documents==

2020-06-21T01:48:50Z

Viewing on the phone

← Older revision		Revision as of 20:48, 20 June 2020
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	[[Image:DocumentUploadPhone1-3.png\|none\|1000px]]		[[Image:DocumentUploadPhone1-3.png\|none\|1000px]]

	1.		1. First, go to the work orders screen.
	2.
	3.		2. For this example, we will create a new work order.

			3. Let's name this work order '''check pop corn burn level'''.

	[[Image:DocumentUploadPhone4-6.png\|none\|1000px]]		[[Image:DocumentUploadPhone4-6.png\|none\|1000px]]

	4.		4. Now, let's bring up that work order.Let's add the analysis that we created on the Desktop software.
	5.
	6.		5. Now, you should see an '''i''' button, click here to bring up the document.

			6. As you can see, the document comes up.

2020-06-21T01:42:45Z

Viewing on the phone

← Older revision		Revision as of 20:42, 20 June 2020
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	[[Image:DocumentUploadPhone1-3.png\|none\|1000px]]		[[Image:DocumentUploadPhone1-3.png\|none\|1000px]]

			1.
			2.
			3.

	[[Image:DocumentUploadPhone4-6.png\|none\|1000px]]		[[Image:DocumentUploadPhone4-6.png\|none\|1000px]]

			4.
			5.
			6.