Document Categories
A category is a sub-group of documents. Document categories are tied to a specific document type and then the category can transfer to the documents within that type.
The following rules apply to document categories:
- Categories can be transferred to documents from the Document Type if Transfer Categories is enabled in the Document Type profile.
- When selecting categories for a single document, only categories that have been applied to the document's document type will be visible.
Category Examples - Grouping Document Types
| Category | Document Types |
|---|---|
|
Engineering Library |
Eng Forms Eng Work Instructions Eng Policies Eng Procedures Eng Drawings |
|
QA Library |
QA Forms QA Work Instructions QA Policies QA Procedures QA Drawings |
Category Examples - Grouping Documents
| Category | Documents (By Doc Type) |
|---|---|
|
New Product Docs |
Requirement Specs Part Lists BOMs FMEAs Engineering Drawings |
|
QA Manuals |
Policies Procedures Work Instructions |
Example Category Setup
Step 1 – Categories are added to a document type:
Step 2 – Category(s) to be used in specific document are selected within the Document record.
Step 3 – Document Repository is created using the same category (Process Documents) to filter specific documents:
For additional information on Configuring the document repository, see Document Repository.
User Rights
The following rights must be assigned to a user for that user to manage or view document categories:
| Rights | Description |
|---|---|
|
DCT_VIEW |
Allows the user to access and view document categories. |
|
DCT_MANAGE |
Allows the administrator to add, view, edit, and delete a Document Category record. |
NOTE: See Rights Groups for more information on assigning rights groups to users.
See Also