Video - InEight Document Enhanced - Manage Configuration Tables

TRANSCRIPT

Welcome to InEight document.

This video demonstrates how to manage configuration tables.

Most correspondence and document attributes can be selected using dropdown lists.

These lists can be defined or updated by administrators using configuration tables. Click Admin then select Configuration tables.

From the dropdown on the right, you can see all definable attribute fields, including discipline.

Discipline is a mandatory field containing all disciplines used on this project and may form part of upload, review or distribution rules. To create a new entry in a field click here and enter the discipline details. Then click Save.

To update the details for an attribute click on it to open.

From here you can make field inactive and no longer selectable. However, if you still want the attribute to be searchable take this option also.

Attributes that have not been used can be duplicated or deleted if required. Attributes that have been used can be duplicated but not deleted.

Let's now take a look at the revision configuration table.

Each time a document is uploaded its revision numbers should be greater than the previous revision.

This is controlled via sequence number against each revision here. If possible when populating this field for the first time leave gaps between the sequences used in case an extra revision is required, such as this example here.

Next, let's take a look at some of the other key configuration tables.

Status codes reflect where the document lies in its lifecycle.

The status can also be used in document rules to determine who can upload specific documents. On the other hand, the review status field captures the status of a document and what happens to it after it has been reviewed.

All review statuses are categorized as either released or rejected. Text input is a drop down field that can be used to add predefined text, templates or tables to specific types of mail and transmittals. To add a new text input option click here, enter the details and nominate the mail and transmittal types that will include this text input dropdown.

Next, enter the predefined text that will be inserted if that text input is selected and click Save.

To update an existing example click here.

Make any changes and click Save. Lastly, the mandatory fields configuration table can be used to determine which fields across all modules are mandatory.

Although a number of fields will be predefined as mandatory for new projects, these tables should ideally be checked carefully prior to project launch. Well, that's how to manage configuration tables. Thanks for watching.