Create New Sheet

Explanation

Use this activity to create a new sheet for an existing document.

Prerequisites

You must have sufficient rights to the sheet that you are using as a source. Rights are dependent on the access for the document revision. If access for you or your group is set to either Edit or Admin, you can create a new sheet. However if the access for you or your group is set to View, you cannot create a new sheet.  

System Effects

• A document sheet, optionally based on the existing sheet, will be created.
• The structure, approval process, file, access, and record data (including correspondence information) values from the old revision will be copied to the new revision if they have been selected in the wizard.
• The document file belonging to the old document sheet can be copied to the new document sheet.

Window

Document Revision

Related Window Descriptions

Document Revision
Document Revision/General

Procedure

1. Open the Document Revision window.
2. Query for the document revision from which you want to create a new sheet.
3. Select Create New Sheet to open the Create New Sheet Wizard. To change the revision and revision note on the document title at the same time that you create the new sheet, select the Change Revision on Title check box and enter new values in the New Title Revision and Title Rev Note fields.
4. The Select Previous Sheet Number field will display a default value, but if you want to place this sheet after a sheet other than the suggested one, you can change the value by selecting one from the list.
5. Enter the sheet number of the new sheet in the New Sheet Number field.
6. Optionally, if you want to create a new sheet in between two other sheets, select the next sheet from the Select Next Sheet Number list. This will ensure that the previous and next sheet values on the new sheet will be correct.
7. The New Sheet Order field should automatically display a value. If no value appears, enter the internal numerical sort value for document sheets, i.e. the value that the system uses to sort the document revisions if there are many sheets on a document title.
8. Optionally, enter notes about the revision in the New Sheet Note field.
9. If you want to copy data from the original document sheet to the new sheet, first select the Make the new sheet copy of this sheet check box and then select the appropriate options to indicate which data to copy.
10. If you want to change the object connections that are being copied, click Next and then select the object connections to copy. 
11. Click Finish.