Creating a Document 
Procedure
You can create documents in a number of places in the Q&Adb. The Documents substructure in the Q&Adb provides a central point of access to a wide range of documents, and allows you to search for information using specific criteria.
Creating documents directly in the Documents substructure:
- Select a category in the Documents substructure.
A list of the views available for existing documents in this category appears on the upper right screen area.
- Select one of these views.
A table of all documents that exist for the view you have selected appears on the lower right screen area.
- To create a new document, open the context menu (right mouse click). You can create a document from the overview on the upper right screen area or from the table on the lower right screen area. In the context menu, select Add ®
Create new ®
General. Select a format for the new document (for example, Microsoft Word or Microsoft PowerPoint).
- In the Project Documentation dialog box, enter the following information in the relevant fields and choose Update:
- Title
: This is displayed in the table of documents and appears as the title in the document itself.
- Author
- Category
: Users with Project Manager authorization may set document categories in the Administration menu. Categories include Administration, Integration, or Project Management. These categories represent nodes in the Documents substructure. By assigning your document to a category, you decide under which node your document appears in the Documents substructure.
- Priority
: This indicates the significance of the document for the progress of your project (low, medium, high, undefined).
- Status: The default status is Not yet processed. Change this to In Process, On Hold, Under Review, Completed, or Predefined.
- Subjects
: Select the relevant checkboxes for the areas covered by your document. Users with Project Manager authorization may determine these areas in the Administration menu. The areas you assign here are used as search criteria when you
search for documents by subject area.
- The document appears in the table, together with the title, document type, category, author, and other attributes. Open the document by double-clicking a relevant field. Save your changes.
Creating project documentation
Instead of creating a project document directly in the Documents substructure, you may create it as an associated item for a specific structure item. To do this, select a structure item and choose Project documentation on the Business Analysis tab on the upper right screen area. When you create the document the reference to the structure item is automatically recorded. You can open a document you create in this way from the Business Analysis tab and from the Documents substructure.
Assigning documents to issues
On the Documents tab in the Issue editor, you can manage documents that are assigned to an issue. You can also open them centrally in the Documents substructure. In the Reference column, you can see to which issue a document has been assigned (issue ID between ISS000001 and ISS999999). Double-click this column to go directly to the issue.
Creating documents on the Technical Analysis tab
You create functional specifications on the Technical Analysis tab at the level of the substructures Conversions, Interfaces, Reports, Forms and Other Development. You can open these specifications from the Development and Documents substructures. To go directly to the structure item for which you have created a functional or technical specification, double-click the Reference field on the Documents tab on the lower right screen area of the Documents substructure.
You can choose the value Undefined for attributes such as Category, Status and Priority.