Enforce Read and Understand at Track-In#

In this scenario, you will learn how to require users to confirm that they read and understood a document.

Sequence of Steps#

1. Set the Read and Understand Field#

1. In the left side menu, select Business Data.
2. From the Business Data panel, select Document.

3. Select Doc_Internal from the document table.

   Doc_Internal details view opens. Verify the the Required Signature for Read and Understand field is set to No.

4. In the right side panel, select Applicable Roles. Verify the list of applicable roles.

5. From the top ribbon, select Edit.
6. Set Require Signature for Read and Understand to Yes.
7. Set Read and Understand Expiration (Days) to 30.

8. Select Save.

   

2. Manage Applicable Roles#

1. In the Applicable Roles section, select Manage.
2. Select + (Add), and then select the Role of the users who must acknowledge the document, for example Administrators.

3. Select Update.

   

3. Set the Configuration Entry#

1. In the left side menu, select Administration.
2. From the Administration panel, select Configuration.
3. Select the entry /Cmf/System/Configuration/DocumentManagement/ReadAndUnderstandValidation/TrackIn.
4. From the top ribbon, select Edit.
5. Set Value to Error. The default value is None which allows the user to proceed without acknowledging the document.

6. Select Save.

   

4. Try to Track-In Without Acknowledging#

1. Sign in as a user that belongs to the applicable Role.
2. Open the Mixing step.
3. In Materials, select Cookie01.
4. Select Dispatch and Track-In.
5. Select Mixer-01.
6. Select Next.

7. In the Documents wizard, select Track-In.

   The MES blocks the operation with the error "The Document Doc_001 [C] is not marked as read and understood."

   

5. Acknowledge the Document#

1. In the Documents wizard, select the Read and Understood checkbox.
2. In the Sign dialog, enter your password and select Sign.

3. Select Track-In.

   

4. Open Doc_Internal.

5. From the top ribbon, select the Tracking view.
6. Set Read and Understood to Yes to list the employees who acknowledged the document, with the date.
7. Set Read and Understood to No to list the employees who did not.

8. Set Read and Understood to All to list both.

   

Expected Result#

The Track-In succeeds, and the Tracking View shows the acknowledgement with the date.

Note that the MES asks for the acknowledgement when the user did not yet acknowledge the document, the version is Effective, and the user belongs to an applicable Role. The acknowledgement belongs to the revision, so a new version of the same revision does not ask again. You can filter the Tracking view by Role, Team, Area, and status.

Next Scenario#

Continue with Show a Document in a Resource Change State.