Create Document Structure
Explanation
Use this activity to manually create a document structure. A
document structure is a hierarchy of documents that consists of a document and
one or more subdocuments. Such a document structure can be compared to a parent
(document) and its children (subdocuments).
A document that has subdocuments can itself be a subdocument
to another (parent) document. A document cannot be a parent or subdocument to
itself or another revision of the same document. When creating new
documents from the Consists Of or Where Used tab of
an existing document, the newly created document will be a structure document.Prerequisites
All documents must be registered before they can be connected to other
documents in a structure.
System Effects
-
A subdocument is connected to a parent document in the
Document Revision/Consists
Of tab.
-
A parent document is connected to a subdocument in the
Document Revision/Where Used tab.
Window
Document Revision
Related Window Descriptions
Document Revision
Document Revision/Consists Of
Document Revision/Where Used
Check in Document Structure
Procedure
Use one of the following manual procedures to add a document
to another document to create a structure. A subdocument can be added to a
parent document or a parent document can be added to its subdocument.
Adding an existing document as a subdocument:
- Open the Document Revision window and query for a document.
- Click the Consists Of tab.
- Click New to create an empty row.
- Enter a document class in the Document Class field. Use the List
of Values to select and enter a valid value. This field is required.
- Enter a document in the Document Number field. Use the List of
Values to select and enter a valid value. This field is required.
- Enter a document sheet in the Document Sheet field. Use the List
of Values to select and enter a valid value. This field is required.
- Enter revision level in the Document Revision field. Use the List
of Values to select and enter a valid value. This field is required.
Values for the Title and Number of Subdocuments fields are
entered automatically.
- Click Save to connect the document as a subdocument.
- Restart at step 3 to add another subdocument.
Adding a new document as a subdocument:
- Open the Document Revision window and query for a document.
- Click the Consists Of tab.
- Select a row, right-click and click Create Document. The
Create Document Assistant is opened.
- Enter the document information as required and create the document.
- Restart at step 3 to add another subdocument.
Adding an existing document as a parent document:
- Open the Document Revision window and query for a document.
- Click the Where Used tab.
- Click New to create an empty row.
- Enter a document class in the Document Class
field. Use the List of Values to select, and enter a valid value. Entering a
value in this
field is required.
- Enter a document in the Document Number
field. Use the List of Values to select and enter a valid value. Entering a
value in this
field is required.
- Enter a document sheet in the Document Sheet field.
Use the List of Values to select and enter a valid value. Entering a value
in this
field is required.
- Enter a revision level in the Document Revision field.
Use the List of Values to select and enter a valid value. Entering a value
in this
field is required. Values for the Title and Number of Subdocuments
fields are entered automatically.
- Click Save to connect the parent document to
the subdocument.
- Restart at step 3 to add another parent document.
Adding a new document as a parent document:
- Open the Document Revision window and query for a document.
- Click the Where Used tab.
- Select a row, right-click and click Create Document. The
Create Document Assistant is opened.
- Enter the document information as required and create the document.
- Restart at step 3 to add another subdocument.