Creating a new document type

  1. Click the Control Center gear.
  2. Select Administration > Document Type.
  3. Click New Document Type.
  4. Specify this information in the General tab:
    Display Name
    • Specify SCE_Damaged_Inventory. This name is automatically
    Document title
    • Select Document Type.
  5. Click Next.
  6. Create these attributes, which must match the three attributes setup in the image screen:
    • SEND->field1_name
    • SEND->field2_name
    • SEND->field3_name
    • In the example for configuring the HCXM screen, these attributes are LPN, Reason, and Comment.
  7. Select Public from the access control list and set it as the default.
  8. Click Done. After the document is created, return to the General tab and select an attribute to be the primary identifier of the document title image.