Document Management

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1. Customer Document

1.1. Add Customer Document

The purpose of this button to create new Customer Document. UI Document Management => Click button Add Customer Document

After that, you will see the full screen following. You need fill in the required information and click “Submit” to create new Customer Document.

Then you will see the screen below

1.2. Edit

After create successfully Customer Document, on the top of this screen, you see some buttons as Delete, Auto Commit, Submit, Reset.

Click button Delete to delete document. Click button Submit to save after adjusting and changing data. If you sign next step from Draft to Active, click button Auto Commit.

1.2.1. Related Files

In this tab you can upload the file if need

1.2.2. Download Log

This screen shows members who download files

1.2.3. Related Projects

This tab shows related Projects

And you also can add other projects at tab “Add Project”. Pick choose project and click “Submit Items” to add.

1.2.4. Related Items

This tab shows related Items

And you also can add other items at tab “Add Items”. Pick choose item and click “Submit Items” to add.

1.2.5. Message Links

This tab is used to add message link. You can fill in link URL and click Submit to save

1.2.6. Petition

This screen shows related Petition. Add Petition: this button is used to create related Petition for document.

1.2.7. Sign Workflow

This screen shows related workflow

1.3. Active Customer Document

The purpose of this screen to search data relate Customer Document status Active.

UI Document Management => Tab Customer Document => Subtab Active Customer Document.

1.4. Draft Customer Document

The purpose of this screen to search data relate Customer Document status Draft.

UI Document Management => Tab Customer Document => Subtab Draft Customer Document.

1.5. Search Customer Document

The purpose of this screen to search data relate Customer Document.

UI Document Management => Tab Customer Document => Subtab Search Customer Document.

2. Supplier Document

2.1. Add Supplier Document

The purpose of this button to create new Supplier Document. UI Document Management => Click button Add Supplier Document.

After that, you will see the full screen following. You need fill in the required information and click “Submit” to create new Supplier Document.

Then you will see the screen below

2.2. Active Supplier Document

The purpose of this screen to search data relate Supplier Document status Active. UI Document Management => Tab Supplier Document => Subtab Active Supplier Document.

2.3. Draft Supplier Document

The purpose of this screen to search data relate Supplier Document status Draft. UI Document Management => Tab Supplier Document => Subtab Draft Supplier Document.

2.4. Search Supplier Document

The purpose of this screen to search data relate Supplier Document. UI Document Management => Tab Supplier Document => Subtab Search Supplier Document.

3. Internal Document

3.1. Add Internal Document

The purpose of this button to create new Internal Document. UI Document Management => Click button Add Internal Document.

After that, you will see the full screen following. You need fill in the required information and click “Submit” to create new Internal Document.

Then you will see the screen below

3.2. Active Internal Document

The purpose of this screen to search data relate Internal Document status Active. UI Document Management => Tab Internal Document => Subtab Active Internal Document.

3.3. Draft Internal Document

The purpose of this screen to search data relate Internal Document status Draft

3.4. Search Internal Document

The purpose of this screen to search data relate Internal Document

4. SOP Document

4.1. Add SOP Document

The purpose of this button to create new SOP Document. UI Document Management => Click button Add SOP Document.

After that, you will see the full screen following. You need fill in the required information and click “Submit” to create new SOP Document.

Then you will see the screen below

4.2. Active SOP Document

The purpose of this screen to search data relate SOP Document status Active. UI Document Management => Tab SOP Document => Subtab Active SOP Document.

4.3. Draft SOP Document

The purpose of this screen to search data relate SOP Document status Draft

4.4. Search SOP Document

The purpose of this screen to search data relate SOP Document

5. Scanned Data

5.1. Add Scanned Data

The purpose of this button to create new Scanned Data. UI Document Management => Click button Add Scanned Data.

After that, you will see the full screen following. You need fill in the required information and click “Submit” to create new Scanned Data.

Then you will see the screen below

5.2. Active Scanned Data

The purpose of this screen to search data relate Scanned Document status Active. UI Document Management => Tab Scanned Document => Subtab Active Scanned Document.

5.3. Draft Scanned Data

The purpose of this screen to search data relate Scanned Document status Draft.

5.4. Search Scanned Data

The purpose of this screen to search data relate Scanned Document

6. Search Document

This screen is to search all different categories and statuses of documents

7. Workflow Setting

The purpose of this screen to search data relate workflow setting

8. Search Drawing Warehouse

This tab is used to search drawing warehouse

9. Folder Tree

This tab is used to search folder tree

End.