| # Documents (dmdoc1510m000) Use this session to maintain documents details. Information is stored in files or hard copies which are attached and accessed through the document. A document is purely a logical entity if no file or hard copy is attached to the document and if the document is used to group other documents. Most document functions pertain to document revision. For a new document, the status is set to First Revision. Related topics Reviewers List (dmdoc2530m000) Document Revisions (dmdoc1520m000) Families Members with Amounts (dmsys9113m000) Object Links (dmcom9110m000) Object Browsing (dmcomobjbrows) Document The document identification code. Note If object masks are configured, the document identification code is automatically generated. If no object masks are configured, the user can manually enter the document identification code. Type The document type. Select the appropriate document type from the Document Types (dmdoc2510m000) session. Note Various document types can have the same document identifier. Note Document ID's are generated, if already defined in the Object Masks Session (dmcom0522m000) session, based on the document type. Type The description or name of the code. Title The title of the document. Responsible Role Role represents the owners of the document. The roles are classified into many categories such as designer, engineer, administrator, programmer, global, and so on. The role determines what action the user can perform on the document. Select the appropriate role from the Roles (tcppl0160m000) session. Originator The origin/source of the document is displayed here. Example, the origin can be internal, external, employee name, and so on. Search Key I The document search criteria. Search Key II The document search criteria. Type The type of document. Description The description or name of the code. Document The document ID. This value is generated either by the mask or can be entered manually. Library The ID of the library in which the document is stored. Select the appropriate library from the Libraries (dmsys0540m000) session. Related topics Libraries (dmsys0540m000) Quick Approval Process If this check box is selected, the quick approval process is enabled. Note Select the Quick Approval Process check box to assign the document as a light document, in other words, a document that does not have to be submitted and approved before being released. In the quick approval process, the document can be released directly from the In-Design status. Responsible Role The role represents the owners of the document. The roles are classified into various categories, such as designer, engineer, administrator, programmer, global, and so on. The role determines what action the user can perform on the document. Select the appropriate role from the Roles (tcppl0160m000) session. Originator The origin/source of the document is displayed here. Example, the origin can be internal, external, employee name, and so on. Committee The ID of the committee associated with the document. The field is available only for the standard document revision lifecycle. If the Quick Approval check box is selected, the committee is unavailable. Description The description or name of the code. Fixed Reviewers Sequence If this check box is selected, the Fixed Reviewers Sequence is enabled. Exclusive Revision If this check box is selected, only the creator can revise the document. This information is maintained in common ODM parameters (dmsys0100m000) session. Important! If this check box is selected, a document can be revised multiple times. If this check box is cleared, a document can be revised only once. Description The description or name of the code. Document Revisions The number of revision of the current document. In Design The number of revisions in In-Design status. Submitted The number of revisions in Submitted status. Approved The number of revisions in Approved status. Released The number of revisions in Released status. Rejected The number of revisions in Rejected status. Withdrawn The number of revisions in Withdrawn status. Expired The number of revisions in Expired status. Reviewer The ID of the reviewer associated with the document revision. The field is visible if the user starts the session from the Specific menu (Document -> By Reviewer) in the Reviewers by Committee (dmcom0126m000) session. Committee The description of the committee associated with the document revision. Fixed Reviewers Sequence If this check box is selected, the Fixed Reviewers Sequence is enabled. If the Fixed Reviewers check box is selected, the recommendations by the committee members must be run in the sequence defined in the Reviewers List (dmdoc2530m000) session. Exclusive Revision If this check box is selected, this document does not undergo parallel development. By default, selecting/clearing this field is maintained in Common ODM Parameters (dmsys0100m000) session. Note Parallel development enables multiple revisions to be derived from the released document revision. Exclusive Revised By The name of the user currently working on the revised document. Document Revision The document revision identifier. Note Masks are defined for revision by document type. Status The status of the document revision. A document revision can have the following status: In Design Submitted Approved Released Rejected Withdrawn Expired Created By The name of the user who created the document. Creation Date The date and time when the document was created. Browse Select the browse option from Specific menu to open the Object Browsing (dmcomobjbrows) session. The session enables you to view all the properties and links of the document in a tree-like format. Print Documents Starts the Print Document Revisions (dmdoc1420m000) session to print a report containing information about documents within the specified range. Filter Filters the document by two sub-options, namely: Query Filter and Remove Filter. Query Filter Starts the Query (dmqry0501m000) session. This option enables you to filter the records of the Documents session, based on the results returned by the selected query. For example, if the selected query has a condition to display only documents of type DWG, the document session displays only the document of type DWG. The documents of other types are filtered. Remove Filter Undoes the query filter, if already set, to display all the documents. |