This course covers the functionality of IFS/Document Management, on an intermediate level, showing you how to create new documents and document data, send documents on approval process, approve and release documents.
The Create And Maintain Document, Intermediate course consists of the following chapters:
The estimated time to complete this course is five hours 15 minutes.
This course is designed primarily for frequent users who create and maintain documentation in their organization.
In the introduction chapter you will learn the basic principles and key terms that are used in IFS Document Management. There is one key lesson and an initial exercise in this chapter. It is a good idea to start with this chapter when learning IFS Document Management.
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 45 minutes.
This chapter can be used by all types of Document Management users, since it is an introduction of the IFS Document Management key terms and basic functionality.
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 four key 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 one hour and 30 minutes.
This chapter was designed primarily for users who create documentation, e.g., engineers or project managers.
Document originals are documents not stored digitally, for instance paper documents. These documents can also be registered in the IFS Document Management. This chapter explains how this is done and consist of one key lesson and 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 30 minutes.
This chapter was designed primarily for users who will manage paper documents or documents stored in any other way than electronically.
A document that is registered in IFS Document Management can be connected to any other business object in IFS Applications. This chapter contains one lesson with a general description of these connections. The lesson and exercise are both regarded as extended, since you will need another IFS Application module installed apart from IFS Document Management.
Before taking the lessons in this chapter, you should have completed the key lessons in the Create Document chapter. You also need another IFS Application module installed other than IFS Document Management. The business object that you want to connect to, must be 'document aware'.
The estimated time to complete this chapter is 45 minutes.
This chapter was designed primarily for users who have other IFS components installed together with IFS Document Management.
Document folders can be used for grouping documents and is also a type of object connection. This chapter entails only one lesson and 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 30 minutes.
This chapter was designed primarily for users that will administrate documentation, e.g., project managers or information managers.
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 one key lesson and a key 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 45 minutes.
This chapter was designed primarily for users who update and develop documentation, e.g., engineers, project members, or project managers.
When a document has reached the desired quality level, it can be approved and released. This chapter describes the approval process, how to release a document revision, and , how to create a new revision of a document. The chapter consists of three key lessons and exercises:
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 one hour.
This chapter was designed primarily for users who approve and release documentation, e.g. project managers.