Create and Organize Documents#

In this scenario, you will learn how to:

• Create folders.
• Create an internal and an external document.

Sequence of Steps#

1. Create the Folders#

Note that Documents must belong to a folder and all folders must have a parent folder.

1. In the left side menu select Quality.
2. From the Quality panel, select Documents.
3. In the left side panel, select the Documents folder.
4. Select the three dots next to Folders.
5. From the dropdown menu, select New Folder.
6. Write the folder name. For example, Document Example.
7. Select Create.

Create a second folder with name Document Example 2.

2. Create an internal document#

1. In the left side menu, select Business Data.
2. From the Business Data panel, select Document.
3. Select a Change Set.
4. Select Next.
5. In the General Data wizard, fill in the Name of the document. For example, Doc-001.
6. Select the Type of the document.
7. Set the Source to Internal.
8. Select the Folder. For example, Document Example.
9. Select Create.

10. In the top ribbon, select Request Approval to submit the document for approval.

    

For more information, see Create Document.

3. Create an external document#

1. In the left side menu, select Business Data.
2. From the Business Data panel, select Document.
3. Select a Change Set.
4. Select Next.
5. In the General Data wizard, fill in the Name of the document. For example, Doc-002.
6. Select the Type of the document.
7. Set the Source to External.
8. Write the Content Link. For example, https://www.criticalmanufacturing.com.
9. Select the Folder. For example, Document Example.
10. Select Create.

11. In the top ribbon, select Request Approval to submit the document for approval.

    

4. Organize the Documents#

1. In the left side menu select Quality.
2. From the Quality panel, select Documents.
3. Select a Document, and then select View, Download, or Open to confirm that the content opens.

4. Drag each document to its folder.

   

Expected Result#

After you complete this scenario, both documents are visible in their folders, with state Effective. You can now associate the documents with a Step and a Product so that operators can access the relevant documentation during their workflow.

Next Scenario#

Continue with Show a Document at Material Track-In.