MANAGE DOCUMENTS

Use this screen to enter and maintain documents and to link documents to the parts to which they refer. Documents typically include drawings, parts lists, work instructions, test procedures, source control documents, and other documents that are used to engineer, manufacture and procure products.

You can add, maintain, clone, and delete a document on both the Manage Documents and Release Documents screens, but if you selected the Use Separate Document Release Function check box on the Configure Bills of Material Settings screen in Costpoint Bills of Material, you must use the Release Documents screen to modify document status, and to make modifications or delete a document that has been released or made obsolete (document status is R or O).

Use this screen to link documents to the parts to which they refer.

You can also access this screen in Bills of Material.

This screen has three tabs:

Location

Identification

Document ID

Enter the document ID.

Rev

Enter the document revision.

Name

Enter the name of the document.

Subtasks

Subtask

Description

Parts

Click this link to open the Parts subtask, where you can view additional information about the parts of this document.

Text

Click this link to open the Text subtask, where you can view additional information about this document's text.