Presage/User Guide/Document Management Screen

Adding and Deleting documents

INSTRUCTIONS In the 'Document Management' screen, make sure the proper plant is selected at the top left. Click the 'Add' button on the bottom left. Select which level of the hierarchy your document belongs.

On the 'Document Detail' tab:

 name your document
 fill in a description
 assign a 'Next review date' if the document contains perishable information
 verify the document is 'Mobile friendly'

On the 'Versions' tab:

 click the 'Add' button and select your file from your computer or network
 click 'Approved' if the document is ready to display in work orders
 add any pertinent notes

On the 'Association Rules' tab:

 configure the plant, analysis, option, severity, and product on which you want this document to appear
 click the 'Apply' button at the bottom right to save your changes