Document form

A single document is shown in a Document form.

At a minimum, a document consists of an owning organization that's responsible for its technical content, document type, document number, title, technical content revision and business lifecycle.

Since documents may be physically managed and distributed, you can specify the media or storage location of the document.

Most documents are CAD, images, and text files, and thus you can attach computer files to the document record's Files lists.

Class icon §

The document class icon shows the most recent iteration's release status:

  • Pending document icon Pending
  • Released document icon Released
  • Canceled document icon Canceled

You can drag the icon and drop it onto a destination, such as a different item's markup list or a change form's affected list.

The form always opens the released iteration. If the document doesn't have a released revision, the pending iteration is opened. If there's no pending iteration, then the most recent canceled iteration is opened.

Status bar controls §

The status bar controls let you:

  • Unlocked the form for editing using the Lock/Unlock selection. Locking the window automatically saves any changes.

    Locking the item window

  • Select an iteration using the dropdown box. Each iteration shows its current release state (pending, released, canceled) as an icon; its revision and lifecycle; and the executing change form that released it.

    • Pending icon Pending

    • Released icon Released

    • Canceled icon Canceled

    Iterations in the list are shown with most recent first, and the oldest last.

  • Make a new pending iteration by selecting <..New..> from the list. This option is not shown if the document has a pending iteration.

    Creating a new item revision

Document pages §