Document Report Archive Settings

IFS/Document Management is being used as yet another way of archiving executed reports.

Workflow

Before you execute the report in Info Services you need to create a Document Title in IFS/Document Management. Then you can schedule the report specifying the Document Number, in the Schedule Task Wizard. Now each time you execute the report, a new revision of the document is created and the status gets set to Released, in the Document Revision window. An Excel file is checked in automatically for the document revision as well.

You can view the excel file after the execution of the report.

You are also able to decide on how you want the previously released document revision to be handled by defining and saving your settings prior to executing the report. This is done using the Report Archive Settings dialog box that appears when you use the Change report archive settings right mouse button menu option in the Document Titles window. Each time the report is run a new revision is created, released, the excel file is checked in for the recent revision and the previous revision is handled according to the previously specified settings.