Difference between revisions of "Presage/User Guide/Document Management Screen"
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(Created page with "==Main Summary== ==Adding and Deleting documents== ==The document screen== ===Document details=== ===Versions=== ===Association Rules===") |
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==Adding and Deleting documents== | ==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 | |||
==The document screen== | ==The document screen== | ||
Revision as of 13:11, 18 June 2020
Main Summary
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
