Differenze tra le versioni di "Documents management"
Da itm wiki.
(→Adding, modifying and deleting documents) (Etichetta: visualeditor) |
(→Adding, modifying and deleting documents) (Etichetta: visualeditor) |
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| Riga 75: | Riga 75: | ||
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| <u>Name</u> || The name of the ''document''. | | <u>Name</u> || The name of the ''document''. | ||
| − | ||The name is automatically set to the file name | + | ||The name is automatically set to the file name when the document is uploaded. |
| − | |||
| − | |||
|- | |- | ||
| − | | <u>Topic</u> || || | + | | <u>Topic</u> || A topic to which the ''document'' is inherent. |
| + | ||The topic can be chosen from the topic structure on the left. The topic structure can be update at '''''Knowledge Area/Documents/Topics '''''by a ''user'' of ''user type'' "manager" with grants for "Document Topic" (see '''''General/Company/MURM, '''<u>Environment Tables</u>''' '''''section''''').''''' | ||
|- | |- | ||
| − | | <u>Type</u> || || | + | | <u>Type</u> || A type of document. |
| + | || | ||
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Versione delle 20:42, 1 mag 2016
Document Management is a key feature of itmSUITE® which acts as a repository for documents. There are different document positions where documents can be stored as shown in the table below.
| Document location | Repository |
|---|---|
| "Cost Occurrence" | Documents are stored and related to cost occurrences. |
| "Delivery" | Documents are stored and related to deliveries. |
| "Invoice/Credit Note" | Documents are stored and related to invoices. |
| "Milestone" | Documents are stored and related to milestones. |
| "Project" | Documents are stored and related to projects. |
| "Purchase Contract" | Documents are stored and related to purchase contracts. |
| "Resource" | Documents are stored and related to services. |
| "Sale Contract" | Documents are stored and related to sale contracts. |
| "Service" | Documents are stored and related to services. |
| "Ticket" | Documents are stored and related to tickets. |
| "Timesheet Record" | Documents are stored and related to timesheets. |
Adding, modifying and deleting documents
It is possible to add documents directly from the Document section of the entities where they can be stored or from the generic document management interface (Knowledge Area/Documents/Documents).
For each document, it is possible to edit the following metadata:
| Field | Description | Comment |
|---|---|---|
| Creation User | The user who first uploaded the document. | This field is automatically calculated. |
| Creation Date | The date of first upload of the document. | This field is automatically calculated. |
| Edit User | The user who last update document metadata. | This field is automatically calculated. |
| Edit Date | The date when document metadata were last updated. | This field is automatically calculated. |
| Position | The entity to which the document is related. | The Position can be void and, in such a case, the document is not related to any specific entity. |
| Position name | The specific item to which the document is
related among those corresponding to the chosen Position. |
This field is mandatory. |
| Name | The name of the document. | The name is automatically set to the file name when the document is uploaded. |
| Topic | A topic to which the document is inherent. | The topic can be chosen from the topic structure on the left. The topic structure can be update at Knowledge Area/Documents/Topics by a user of user type "manager" with grants for "Document Topic" (see General/Company/MURM, Environment Tables section). |
| Type | A type of document. | |
| Visibility | ||
| Description | ||
| Upload Document |
