Viewing Documents

Use this form to view documents related to a job or item. You can access this form from the Work Center form or the Work Center Navigation Home form.

To view documents:

  1. To open the Documents form, select Documents on the Work Center form or the Work Center Navigation Home form.
  2. In the filter section, specify search criteria for finding documents.
  3. If you accessed the Documents form from the Work Center form, the Job, Suffix, Operation, and Items fields are automatically populated. You can modify these values if needed.
  4. If you accessed the Documents form from the Work Center Navigation Home form, select whether to search for documents by job or by item. Then specify some or all of this information:
    Job
    Specify the job number. This field is only available when searching by job.
    Suffix
    Select the job suffix. This field is only available when searching by job.
    Operation
    Select the operation number. This field is only available when searching by job.
    Item
    Specify the item number. This field is only available when searching by item.
    Revision
    Optionally, specify a revision number for the item to only display documents related to that revision number. Leave blank to display documents for all revisions of the selected item. This field is only available when searching by item and only applies to PLM documents.
  5. To display documents matching the specified search criteria, select the green process button. The documents are displayed in the Document Listing section. To close the form, select the Close button.
  6. To view a document, select it from the Document Listing section, and then select the view button. You can open multiple documents to view at the same time. To reset the search fields, select the Refresh button.
  7. Any changes you make to the opened documents will not be saved.
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