This is the administration page to manage documents.
Note: If a "Change Process" or "Document Change Process" is implemented, this process must be followed. No changes should be made directly from the "Document Management" page.
Note: Before the "Change Process" is implemented, all existing documents and related information can be uploaded. Afterward, "Document Management" can be used to add additional information to the individual documents.
Note: It should be noted that all documents listed in the "Document Management" do not follow the "Document Distribution" rules. It must be ensured that only authorized persons have access to this page.
Create new document
To create a new document, click on the 
button from the action bar, and fill the required fields then click on a
button.
Note: Follow the rules for creating documents (according to the work instruction that applies to you) to fill in the "Code". If the corresponding document is to be used in several companies, you should follow the global coding rules.
Choose the "Document Type🔗" from the list. If the desired document type is not in the list, create it beforehand on the "Document type" page. Back again, then select the "Update" button in the drop-down list to update it.
"Owner" is the person who is responsible for this document. Depending on the change procedure, the owner may have an approval level.
If it is required that a group of people reviews or approve the document during the change process, you can create a Group 🔗and select it as the "Review Group".
"Company" is the company to which the document belongs. If you want the document to be available to more than one company, you can customize it using the 
action.
If the "Active" checkbox is not checked, the document will not be available for the distribution list.
"Printable" declares that should users be able to print this document or not.
If the “Public” checkbox is selected, everyone can view the document. If it is not checked, only the people from the distribution list will have access to the document.
When you created the document you can click the 
button from the action list to complete the information.
Edit a document
To Modify a document, select it from the list first, click on a 
button from the action list, do the modification and then click on a button.
Note: You cannot change the "Company" of the document on this form, this is possible by using action from the action list.
To edit other information of a document can click on the button from the action list.
Delete a document
To Delete a document, select it from the list first, click on the 
button from the action list, if you are sure about it, click on a 
button.
Note: If the selected document is used or referenced anywhere, you will not be able to delete it. You can make it inactive by making the "Active" checkbox unchecked!
Open a document
To open a document, select it from the list, then click on the button from the action list.
On the left side you can see the following tabs:
2 Comments
Chris Gilhooly
Hesam Shojaee Edits: (edited lines are denoted in red)
This is the administration page for document management.
Note: If a "Change Process" or "Document Change Process" is implemented, this process must be followed. No changes should be made directly from the "Document Management" page.
Note: Before the "Change Process" is implemented, all existing documents and related information can be uploaded. Afterward, "Document Management" can be used to add additional information to the individual documents.
Note: It should be noted that all documents listed in the "Document Management" do not follow the "Document Distribution" rules. It must be ensured that only authorized persons have access to this page.
Create new document
To create a new document, click on the
button from the action bar, fill the required fields, then click on the
button.
Note: Follow the rules for creating documents (according to the work instruction that applies to you) to fill in the "Code". If the corresponding document is to be used in several companies, you should follow the global coding rules.
Choose the "Document Type🔗" from the list. If the desired document type is not in the list, create it beforehand on the "Document type" page. Back again, then select the "Update" button in the drop-down list to update it.
"Owner" is the person who is responsible for this document. Depending on the change procedure, the owner may have an approval level.
If it is required that a group of people reviews or approve the document during the change process, you can create a Group 🔗and select it as the "Review Group".
"Company" is the company to which the document belongs. If you want the document to be available to more than one company, you can customize it using the
action.
If the "Active" checkbox is not checked, the document will not be available for the distribution list.
The "Printable" checkbox declares whether users should be able to print this document or not.
If the “Public” checkbox is selected, everyone can view the document. If it is not checked, only the people from the distribution list will have access to the document.
Once the document has been created, click the
button from the action list to complete the information.
Edit a document
To modify a document, select it from the list, click on the
button from the action list, do the modification, then click on the 
button.
Note: You cannot change the "Company" of the document on this form, this is possible by using
action from the action list.
To edit other information of a document can click on the
button from the action list.
Delete a document
To delete a document, select it from the list, click on the
button from the action list, and to confirm click on the 
button.
Note: If the selected document is used or referenced anywhere, you will not be able to delete it. You can make it inactive by deselecting the "Active" checkbox!
Open a document
To open a document, select it from the list, then click on the
button from the action list.
On the left side you can see the following tabs:
Erdal Akagac
Hello Hesam Shojaee, Chris Gilhooly
I couldn't understrand the bold sentence below, can you describe me more please?
Note: It should be noted that all documents listed in the "Document Management" do not follow the "Document Distribution" rules. It must be ensured that only authorized persons have access to this page.