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Function documentationDocument Type Administration

 

The Document Type Administration is the central place to administer document types which are used for the solution or within branches of the process documentation. Document types are used generally to classify different Knowledge Warehouse documents. The settings you made in the Document Type Administration, control the availability of document types in the process documentation.

The interface of the Document Type Administration consists of two main parts. On the left side is the central selection table which contains all available document types in the system. The area on the right side contains the details and settings of the currently selected document type which is indicated by a highlighted line in the table. The central selection table is sorted by description.

Detail View of a Document Type

The detail view of a document type consists of three different tabs. Each displays different data:

  • The Properties tab displays attributes of the document type like its description or the attached template.

  • The Usage tab displays the global availability of document types. It is possible to limit or restrict the usage of a document type to a special area of the process documentation. For example, a document type could only be available inside the development group of process steps.

  • The Completeness Rules tab defines rules which need to be fulfilled by the process documentation to be considered complete. For example, a process documentation could only be considered complete, if a document with this particular type is maintained inside the development group of a process step. However, completeness rules can only be defined for objects which are scoped in the Usage tab.

Searching

The Document Type Administration provides a free text search. You can search in the following columns: Description, Document Type and Status Schema. You use the wild card character “*”. The search is not case sensitive.

Activities

Open Document Type Administration

You can open the Document Type Administration by clicking Open Document Type Administration on the Document Types tab for solutions.

Display a Document Type

You can select a document type by clicking on one line.

Edit a Document type

You can edit a document type in the edit mode. You start the edit mode by clicking on the Pencil button. All edit functions, like New, Copy or Delete, can be selected from a right-click context menu. This context menu is available only for document types inside the table.