MES Software: Revision Controlled Documents
Creating new Revision Controlled Documents
Controlled Documents can be created in 2 different ways:
- From the Document Listbox
By pressing the New Document Icon on the Document Listbox. Note that the Document
will not yet be linked to other EZ-MES objects (e.g. Step Definitions, Flow Definitions
etc.) More...
-
During Linking on Document Tab
During the process to link Documents you can select '-- New Document --' on the
Document Tab on the
forms of the different
EZ-MES configuration objects. This way the Document and the Link
will be created at the same time.
When you created the Document object you will be able to upload one or more files
to the Document. Step by Step description on
how to attach / upload files.
Create Document from Listbox
Controlled Documents can be created by taking the following steps (as shown in the picture below):
- Click the Configuration or Equipment Configuration Tab,
this will open the
Configuration Desktop or the Equipment Configuration Desktop.
- On this
Desktop open the 'View all Controlled Documents' Listbox.
- Press the Create New Controlled Document Icon in this Listbox,
- General Tab
Fill out the information on the general tab of the Controlled Document Form:
- Title: Title for the Controlled Document.
- Doc Number + Rev: The combination of these 2 fields has to be unique.
- Document Type: Select from the pulldown either EMail, Label,
or General. Dependent on the selected Document Type, additional
section can appear on the form.
- Use the
attach section to upload one or more external documents.
- Move the Controlled Document to the Active Status by pressing the 'Next' Icon.
It is possible that you will get a message: Item already exists, this is
caused when the Document Number in combination with the Revision already exists
for another
Controlled Document. Change either one of them to get the Controlled Document
to the active state. More about
the 'Item already exists' error message.
this is shown in the following figure:
Document Type Specific Entries
Dependent on the
Controlled Document Type additional information can / has to be filled out:
EMail Document Type
The following figure shows the section that will show up on the Controlled Document
form when the EMail Document Type is selected.
On this section
Variables can be defined these variable can be used to pull any type of
information from the database. In this case the Unique ID of an Equipment Record is used in
the subject of the e-mail.
System Default File: Check this checkbox if you want this specific E-Mail Template
to be the default e-mail for when no template is selected for an E-Mail.
Label Document Type