Loan Original—Exercises
Main Exercise
Purpose: The purpose of this exercise is to borrow a document original from its archive.
Windows:
Document Revision
Borrowing a Document Original
In this exercise, you are going to borrow a document original from the paper
archive. Borrowing an original is registered in IFS Document Management
to ensure traceability.
- Open the Document Revision window.
- Query for the search criteria shown below.
Document Class |
Title |
100 |
Race Car 01-000 |
- Click the Originals tab. Note that this document has one registered original.
- Enter the following information in the indicated fields:
- Borrowing Department: Your department number
- Borrowed By: Your user ID
- Date Borrowed: Today's Date
- Save the information.
Returning a Borrowed Original
When you return the original to its archive location, you must remove your
signature to indicate that the document has been returned.
- Open the Document Revision window and click the
Originals tab.
- Remove all information in the following fields:
- Borrowing Department
- Borrowed By
- Date Borrowed
- Save the information.