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Documents

Available from 4.3.0

Documents can be stored against various entities within Concept Evolution.

Settings > Document Setup

Icon Feature Description
Document Classes Document Classes can be used to filter Documents and can be used with Instruction Sets to force Compulsory Document upload.
Document Sub-Classes Document Sub-Classes can be used to filter Documents and can be used with Instruction Sets to force Compulsory Document upload.

 

Facilities > Document Manager

Icon Feature Description
Document Grid and Documents The Document Manager provides a central location for uploading and reviewing Documents attached (or to be attached) to entities within Concept Evolution.

 

System Administration > System Preferences > Repositories

Icon Feature Description
Repositories

The Document Management functionality within Concept Evolution operates as a dedicated point of attachment and review for all documents attached to entities such as Assets, Buildings, Locations, Suppliers, etc.

The Concept Evolution System Administrator can determine which entities may have Documents assigned. These Documents will be stored in a defined Repository either in the database, or outside of Concept Evolution.

Table Register By default not all entities in Concept Evolution have the capability to have documents stored against them. The link can be turned on from the Table Register to allow documents to be stored.