Adding References to a Document

Any number of reference documents and/or course (if Training Management is used) can be attached to a Document record in the Reference folder. The following reference types are available in the document entry:

• Related – References with a brother-sister relationship
• Master/Sub – References with a parent-child relationship
• Deviation/Deviation Affected – References used with Change Order Deviation tasks
• Fulfilled Requirement/Fulfilling Requirement – References that satisfy training requirements (if the CERTIFY_ON_FULFILLED_REQUIREMENTS application option is set to YES)

 

1. From the Document record tree, click the References link.
   Result: The References window is displayed.
2. Click Action > Add.
3. Enter information in the following fields:

Field	Description
Document No.	Zoom to select the document number of the document or record to attach to the Document record. When you zoom, the Document and Record tabs are displayed. See above for a definition of the tabs.
Rev.	Revision information defaults into this field when the Document No. is selected. Zoom to select a different revision.
Relation	When a reference is added, the default value is Related. Click the drop down arrow to select a different relation. See above for a definition of the document relationships.
Fixed Rev	When a reference is added, Fixed Rev. defaults as unchecked. Check this checkbox if this relationship only applies for this revision of the reference. If this checkbox is checked, then even if a new revision is created, this reference only applies to this revision.

4. Click the Save button.
   Result: The document reference has been added.

See Also

Configuring Work Group Access

Adding Categories to a Document Record

Deleting Categories From a Document Record

Adding Attachments to a Document

Adding Distribution Lists to a Document

Updating Distribution Statuses for a Document

Adding Revision Notes to a Document

Viewing Changes for a Document

Viewing a Document's History

Comparing Different Builds of the Same Document Revision

Adding Roles for Training Requirements to a Document

Reviewing a Document

Adding Attributes to a Document

Deleting Attributes From a Document

Viewing the Bill of Material

Document End User Steps

Document Other Actions