Assigning Documents 

Use

You want to assign a document from the Document Management System (DMS) to a work area or an incident/accident log entry.

Prerequisites

The document was created in the Document Management (CA-DMS) component and the original was imported into the DMS.

You can navigate straight to document management from the Environment menu in work area management and incident/accident management.

Procedure

...

       1.      Run a search for a work area or a search for an incident/accident log entry and select the required object in the hit list.

       2.      Choose Goto ® User-Defined Texts, Documents.

       3.      In the User-def. text type field, use the input help to choose a user-defined text type for which the Document indicator is set.

       4.      If necessary, specify the sort sequence and the language of the document.

If you do not enter anything here, the system assigns the sort sequence automatically and the Language field remains blank.

       5.      In the User-def. text field, use the input help to select the required document and save your entry.

Result

You have assigned a document.

To display the document, double-click the User-def. text field.