Initiating a Maintenance Document
Initiating a maintenance document is essentially the act of creating a new record entry for a reference table. It is accomplished by first selecting the specific reference table by clicking the desired Maintenance menu link and then clicking the create new button from its lookup screen.
To initiate a maintenance
e-doc:
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Click an underlined maintenance document link from any menu group box bullet list on the Maintenance menu (for example, Proposal Type from the Proposals menu group). |
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The Lookup screen associated with the maintenance document appears (for example, Proposal Type Lookup):
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Click create new from the top, right corner of the Lookup screen. |
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A new, blank maintenance document appears with an unique document number and ‘INITIATED’ status displayed in the document header area (for example, Proposal Type Maintenance Document):
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Populate required fields by entering text or making selections as necessary (and populate remaining optional fields with information as desired).
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Complete the common document tabs: Document Overview, Notes and Attachments, and Ad Hoc Recipients tab as needed.
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Clicking save changes the status from ‘INITIATED’ to ‘SAVED’ and allows you to return to work on the document again in a subsequent session. |
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End of activity. |
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Clicking submit automatically saves changes and workflow routes it for approval. Review the Route Log tab as desired.
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Upon approval, the status is changed to ‘FINAL’. At this point the maintenance document not only is initiated, but is also operational because the reference table is updated in the system. |
For specific field entry
requirements, see the respective maintenance document topic’s field
definition table.
For information about how to use
the common tabs such as Document Overview, Notes and Attachments, and Ad
Hoc Recipients, and Route Log, see the “
