Create Association Category

Explanation

Use this activity to enter document association categories. A category is assigned when an object is attached to a document to describe the purpose of this connection. A document reference can have up to five different assigned categories. These categories are used to group documents and they affect nothing else in the system. 

Prerequisites

N/A

System Effects

• The categories can be used in the Document Revision/Objects tab to categorize the object connections.
• The categories can be viewed in the Document Basic/Association Category tab and Document Basic/Document Requirement tab.
• The defined categories are available in the List of Values where the association category is applied.

Window

Document Basic

Related Window Descriptions

Document Basic
Document Basic/Association Category

Procedure

1. Open the Document Basic window and click the Association Category tab.
2. Click New to create a new record.
3. In the Association Category field, enter one alphanumeric character.
4. In the Description field, enter a description of the association category.
5. Click Save.