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Document Page#

🔒 Document.Show

The Document page displays general information on the specific Document. In addition, it enables you to perform all the operations that can be performed on a specific Document.

Details View#

Depending on the optional modules that are licensed in the system, the Details view will display some or all of the following page sections:

  • Details - displays general information on the Document.
  • Applicable Roles - displays the Roles that are applicable for reading and understanding a specific Document.
  • Attributes - enables the visualization of existing Attributes and the possibility to create new ones. For more information, see Attributes.
  • Attachments - shows the documents that are attached to the Document and enables you to attach additional documentation to the Document.

Main view of the Document page

Tracking View#

This view shows information on the Employees that have read and understood the document.

Tracking view of the Document page

Contexts View#

This view shows information concerning all the contexts currently connecting the Document to other objects in the system:

  • Material Context - displays the existing Relations between the Document and Materials that have been created in the system.
  • Resource Context - displays the existing Relations between the Document and Resources that have been created in the system.

document_page_contexts_view

Note

To be able to edit the data contained in the Context tables, you will need the ContextResolution.EditData security feature.

References View#

This view combines information concerning other objects that have references to the current object:

  • Relations - displays the existing Relations between the Document and other entities and enables the user to edit them. For more information, see Relations.
  • Where Used - displays the set of relationships between the Document and the other objects used throughout the system.

History View#

This view combines information concerning other objects that have references to the current Document object:

  • History - displays the history of the operations, associated information, user(s) performing the changes and date and time of the changes.