Video - InEight Document Enhanced - Creating Lots, Sublots and Adding Items

TRANSCRIPT

Welcome to InEight Document.

This video demonstrates how to create lots, sublots, and add items to a lot.

First, to create a new lot, Click here and select lots.

Click the symbol and hover over single item to create a single new lot. Or if you need to create multiple lots, hover over bulk items and select new lot.

For now, we'll select a single lot item to create.

Then enter a unique lot number.

You can also number lots automatically using project metadata if required.

Next, enter a title.

And select a lot type.

Then, enter who's responsible, as well as any other fields that are mandatory.

These fields are project specific and can be tailored to your project needs.

The lot status is specific to your role.

For example, if you're a quality manager, you are able to close out a lot which you may not have the rights to do as a project engineer.

Finally, click save.

Now, to add items to this lot, click here to open the items tab.

This displays a list of item types and how many have been added to this lot.

To add an item, Click here.

Use the drop down to select the item type.

And other filter options here.

Then use the tick box, and the arrow -- To select the items to be added to the lot.

Finally, click save.

The details of the item added to the lot are shown here.

If needed, local files can be added using the other item type.

To remove items from the lot, select the item and click remove.

To create a sub lot, select the details tab, Then click the new sub lock button.

The lot number will stay the same, except with this added at the end.

The sub lot inherits these details from the parent After updating, click save.

Well, that's how to create lots sublots, and add items. Thanks for watching.