System Process Document
Defining Standard Documents
Department
Responsibility/Role
File Name 27599164.doc
Revision
Document Generation Date 14/01/2010 14:03:00
Date Modified 1/14/2010 02:03:00 PM
Last Changed by
Status
Defining Standard Documents
Trigger:
Concept
You can define standard documents and attach them to jobs, schedules, and operations.
Documents can be text, files, or web pages.
The Job and Schedule Documents page is used to create a catalog of standard job and schedule
documents. The Operation Documents page is used to create a catalog of operation documents.
The same information is entered on both pages, the difference is the attachment location.
In this topic, you will define a document to be attached to a job.
Required Field(s) Comments
Output - Result(s) Comments
Additional Information
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System Process Document
Defining Standard Documents
Procedure
Step Action
1. Begin by navigating to the Job and Schedule Documents page.
Click the vertical scrollbar.
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System Process Document
Defining Standard Documents
Step Action
2. Click the Job and Schedule Documents link.
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System Process Document
Defining Standard Documents
Step Action
3. The Job and Schedule Documents page is used to define informational documents
attached to jobs and schedules.
Step Action
4. You can enter a value in the Category field, or use the default value. Categories
control which pages can access the document.
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System Process Document
Defining Standard Documents
Step Action
5. Click in the Title field.
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System Process Document
Defining Standard Documents
Step Action
6. Enter the desired information into the Title field. Enter "Special Instructions".
Step Action
7. Click in the Description field.
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System Process Document
Defining Standard Documents
Step Action
8. Enter the desired information into the Description field. Enter "Special
instructions for assembly".
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System Process Document
Defining Standard Documents
Step Action
9. Choices for Data Type are:
• File—Word processing or image file
• Short Text— Less than 2000 characters, prints on reports
• Long Text—2000 characters or more, displays in Document Block
• Web—Browser page reference
If File or Web is selected, enter the value in the File field. These types of files
appear as attachments in the job record.
Step Action
10. Click in the Data Type field.
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System Process Document
Defining Standard Documents
Step Action
11. Enter the desired information into the Data Type field. Enter "Short Text".
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System Process Document
Defining Standard Documents
Step Action
12. The Usage region specifies how this document is used.
You have the option to set effective dates for the document.
Step Action
13. The Security region is used to set access to this document.
Click the Type option.
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System Process Document
Defining Standard Documents
Step Action
14. Click the None list item.
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System Process Document
Defining Standard Documents
Step Action
15. Click in the Document Block field.
Step Action
16. Enter the desired information into the Document Block field. Enter "Assemble
part number 5617 before installing component 2760 on the main assembly".
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System Process Document
Defining Standard Documents
Step Action
17. Click the Save button.
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System Process Document
Defining Standard Documents
Step Action
18. You have completed the Defining Standard Documents procedure.
End of Procedure.
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