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Add a Document
Within an element, you can create a record for each document maintenance item that you want to add to the element. A document could be used to record supporting documentation such as Help, release notes or user comments.
Add a Document
Display the properties of the element to which you want to add the document, and click on the 'Add New' button. Select the 'Add document' option. The 'Add document to <element name>' dialog displays.
Mandatory fields on the dialog are indicated by a red asterisk (*).
Complete the fields as directed here.
Field |
Action |
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Name |
Type an appropriate and meaningful name for the document. |
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Status |
Click on the drop-down arrow and select the appropriate record status; that is:
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Priority |
Click on the drop-down arrow and select the appropriate priority value; that is:
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Requested by |
Click on the drop-down arrow and select the name of the person who requested the document. |
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Requested on |
Click on the calendar icon and select the date on which the record was made. |
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Completed by |
If the document is complete, click on the drop-down arrow and select the name of the person who completed it. |
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Completed on |
Click on the calendar icon and select the date on which the document was completed. |
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Version |
Type in a version number or letter to indicate any evolution of the same document. Generally, '1.0' indicates the first instance of a document. |
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Description |
Type in the details/contents of the document. You can format this text using the facilities provided in the Notes toolbar. These are:
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History |
Over time, enter any notes on the actions concerning this document; you can format this text using the facilities provided in the Notes toolbar. |
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Add |
Click on this button to submit the details and create the document record on the selected element. This message is displayed: Document <name> was successfully added to <element name>. Either:
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Add & Close |
Click on this button to add the Document item (as described above) and also Close the dialog. |
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Close |
Click on this button to close the dialog. |