Numbering Schemes

Multiple numbering schemes can be attached to different types of Document Management records. Default numbering schemes are provided with the application, however, you can create your own or modify the existing default schemes' formats. There are 3 default Document Management numbering schemes supplied with the system:

Numbering Scheme Code	Numbering Scheme Name	Numbering Scheme Format
Document Numbering	Document Numbering	DOC-{0}-NUM
Change Order Numbering	Change Order Numbering	CHO-{0}-NUM
Change Request Numbering	Change Request Numbering	CHR-{0}-NUM

Important Information about Numbering Schemes

Numberings can have both a prefix and a suffix if needed.
Numbers can be padded using the following formula {0,1:D4} – last number (4) represents # of digits, such as CHGM – 0001.
It helps to start with the next number first, such as 1 – CHGM, because all records are listed alphanumerically by record number and this provides quick querying.
SmartSolve records do not need date values because you can now search for records by dates; however, if needed this can be configured.
SmartSolve records do not need business unit identifiers because the system allows you to search and sort for records by business unit; however, if needed this can be configured.

User Rights

The following rights must be assigned to a user for that user to manage or view numbering schemes:

Rights	Description
ATN_MANAGE	Allows the administrator to add a new object, modify an existing object, or delete an object.
ATN_VIEW	Allows the user to access and view objects.

NOTE: See Right Groups for more information on assigning rights groups to users.