Register Original

Explanation

Use this activity to register a physical document that is not stored electronically (e.g., a blue print, microfiche, and so on. You can register this original and enter data for storage locations, storage media, format, and other related information. You can also register sheets for the originals, and you can register to whom the original is lent and the date that the original was borrowed. A document revision is created, in the Document Titles window. That document revision is then opened in the Document Revision window and original data is registered in the Document Revision/Originals tab. Use the document revision to track revision level for the document. If you add sheets to the original, make sure that the information corresponds with the document sheet information on the revision level.

Prerequisites

System Effects

N/A

Window

Document Revision

Related Window Descriptions

Document Revision
Document Revision/Originals

Procedure

Use the following procedure to register your original document.

  1. Open the Document Revision window and query for a document.
  2. Click the Originals tab.
  3. Click New to create an empty row.
  4. Enter a value in the ID Number field. This field is required.
  5. In the Media field, use the List of Values to enter the original's storage medium.
  6. Enter data in the other fields as required. If the original is borrowed, you can enter information for that. When the original is returned, delete that information.
  7. Click Save to save your original information.