Difference between revisions of "Presage/User Guide/Document Management Screen"

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   (B) add button.
   (B) add button.
   This will bring you to your file explorer on your computer.
   This will bring you to your file explorer on your computer.
[[Image:ISoft-Presage add document 5.PNG|none|700px]]
  Navigate to the file of your choice.
  From here, you can double click the file or click the file and then click the '''Open''' button.
  This will close file explorer and attach the file to your document on presage.
On the 'Document Detail' tab:
On the 'Document Detail' tab:




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:
On the 'Association Rules' tab:

Revision as of 14:02, 18 June 2020

Main Summary

The main purpose of the Document Management screen is to allow Presage users to upload documents to their presage database and access those documents later.

This allows you to post instructions, user manuals, and anything else that you want your employees or fellow coworkers to see.

To navigate to the document management screen, click the Document Mgmt button on the main menu.

ISoft-Presage FindingDocumentManagement.png

Adding and Deleting documents

To add a document: follow these steps:

ISoft-Presage Add Document 1.png
 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.
ISoft-Presage Add Document 2.PNG
 (A) name your document, as you can see, the name fills out on the left to match what you put here.
 (B) fill in a description, this can just be a simple summary of the document.
 assign a 'Next review date' if the document contains perishable information.
 verify the document is 'Mobile friendly'
ISoft-Presage Add Document 3.PNG
 Make sure that you have your document ready. Here are ISoft's instructions for making a perfect bag of popcorn.
ISoft-Presage add document 4.PNG
 To actually add the document from your computer, first, click the
 (A) versions tab and then click the
 (B) add button.
 This will bring you to your file explorer on your computer.
ISoft-Presage add document 5.PNG
 Navigate to the file of your choice.
 From here, you can double click the file or click the file and then click the Open button.
 This will close file explorer and attach the file to your document on presage.

On the 'Document Detail' tab:



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

Document details

Versions

Association Rules