This course covers the functionality of IFS/Document Management, showing you how to create a document structure and enter requirements on a document, create a document package, create a view copy file, and set up basic data.
The Create and Maintain Document, Advanced course consists of the following chapters:
The estimated time to complete this course is 4 3/4 hours, including the Basic Data and Requirements (BDR) lessons.
This course is designed primarily for frequent users who create and maintain documentation in their organizations.
Here you will learn how to create a new document title and its first revision in the IFS Document Management system. The chapter consists of three extended lessons, with one exercise each:
Before taking the lessons in this chapter, you should have completed a basic navigation course in IFS Applications.
The estimated time to complete this chapter is 1/2 hour.
This chapter was designed primarily for users who create documentation, e.g., engineers or project managers.
When using IFS Project together with IFS Document Management, you can create document packages consisting of project documentation. These packages make it possible to report progress on the development work of project documentation.
The chapter consists of one extended lesson and exercise. They are regarded as extended since you normally only use these packages together with IFS Project.
Before taking the lessons in this chapter, you should have completed the key lessons in the Create Document chapter.
The estimated time to complete this chapter is 1 hour.
This chapter was designed primarily for users who will use IFS Document Management together with IFS Project, e.g., project members who develop project documentation.
This chapter describes the work of editing existing documents, creating view copies, creating document templates, and updating the development status of a document. The chapter is divided into three extended lessons, all with one exercise:
Before taking the lessons in this chapter, you should have completed the key lessons in the Create Document chapter.
The estimated time to complete this chapter is 1 1/4 hours.
This chapter was designed primarily for users who update and develop documentation, e.g., engineers, project members or project managers.
Before taking the lessons in this chapter, you should have completed the key lessons in the Create Document and Develop Document chapters.
The estimated time to complete this chapter is 1 3/4 hours.
This chapter was designed primarily for users who administer technical documentation at companies who outsource some or all of the document development.
This chapter describes how to work with complete document structures more easily using the concept of Structure Documents; rather than performing the operations manually (e.g., connecting documents to each other, checking in and out files on each of the documents).
Before taking the lessons in this chapter, you should have completed the key lessons in the Create Document and Develop Document chapters. You should know about document structures and how to create them manually, and preferably also know about working with file structures in 3D-CAD and similar applications.
The estimated time to complete this chapter is 1 3/4 hours.
This chapter was designed primarily for users who administrate technical documentation using document structures, (e.g., documents developed in 3D-CAD applications), and for those who need to maintain external references between files.
This chapter describes how to create document transmittals, connect them to documents, send/receive them and to manage the different statuses of the transmittals. This chapter consists of one lesson and one exercise.
Before taking the lessons in this chapter, you should have completed the key lessons in the Create Document chapter and the Basic Data lesson in the Document Transmittals Basic chapter.
The estimated time to complete this chapter is 1 hour.
This chapter was designed primarily for users who send and receive a lot of documents and need to keep track of what is sent to whom and what was received from whom.
The Basic Data & Requirements (BDE) chapter describes all basic data that must be set up when working with IFS Document Management. In the extended exercises in this chapter, you will get to practice on the basic data for the more advanced functionality. There are five lessons included in this chapter:
Before taking the lessons in this chapter, you should have completed a basic navigation course in IFS Applications.
The estimated time to complete this chapter is 2 1/2 hours.
This chapter was designed primarily for system administrators and information managers.