Checklist Category Document

Overview

This will enable the user to add documents to a Category of a checklist.

 

Navigation

Catalogues ► Checklist Category Document

 

Checklist Category Document screen field and Tabs

Field

Description

Code

Unique identifier. Setup parameter to determine if entered by user or system generated. When system generated, it will be left padded with zeroes.

Active

Denotes if the record is active or inactive.

Mandatory

Denotes if the record is mandatory information when referenced by other screens.

Name

Reference name of the givenm document.

Envelope

Determines which envelope is associated to the record.

Sequence

Sequence for the document to be used withing a category.

Attachments

Document or Set of Documents for a Given Document.

Procedure

User: Admin
 

  1. User is logged into the system.
  2. User goes to Checklist Category Document option.
  3. System presents Checklist Category Document form.
  4. User clicks on ‘Create’ Button.
  5. User fills out the Checklist Category Document information form presented by the system.
  6. User attach the document for a particular Checklist Category Document.
  7. User clicks ‘Save’ button to save the Checklist Category Document information.
  8. If user does not save the Checklist Category Document information, system does not record it.

Attachment

Attachment screen field and Tabs

FieldDescription

Id

A unique identifier which is system generated corresponding to the attachment. It is a Setup parameter to determine if entered by user or system generated.If it is system generated, then it is left padded with zero

Required

If true, the document is required in fulfilling the checklist

Document

The file Name in the Document Library

Document Type

The file Type classification in the document Library