Document Transmittals Basic—Exercises

Required Data

Create Project

Purpose: The purpose of this exercise is to create a project to be used in the exercises below.

  1. Open the Projects window.
  2. Create a new project called XX100, substituting XX with your initials.

General exercise for Create Project

Create Document Class

Purpose: The purpose of this exercise is to create a document class to be used in the exercises below.

  1. Open the Document Basic window and click on the Document Classes tab.
  2. Create a new document class called XX100, substituting XX with your initials.

General exercise for Create Document Class

Create Person

Purpose: The purpose of this exercise is to create a person record to be used in the exercises below.

  1. Open the Persons window.
  2. Select a row and double-click to create a new record.
  3. Enter values in the fields and select your own user ID in the User ID field.
  4. Save the record. (F12)

Main Exercise

Purpose: The purpose of this lesson is to define the basic data for document transmittals.

Windows:
Document Classes per Project for Document Transmittals
Document Transmittal Receiver Contact Persons
Document Transmittal Counters
Statuses for Document Transmittal Lines

Class for Transmittals

  1. Open the Document Classes per Project for Document Transmittals window.
  2. Select a row in the table and double-click to create a new record.
  3. Use the List of Values to select the project you created in the Project ID field.
  4. Select the document class you created in the Document Class field.
  5. Save the record. (F12)

Transmittal Receiver

  1. Open the Document Transmittal Receiver Contact Persons window.
  2. Select a row in the table and double-click to create a new record.
  3. Use the List of Values to select the project you created in the Project ID field.
  4. Use the List of Values to select the person you created in the Person ID field.
  5. Save the record. (F12)

Transmittal Counter

  1. Open the Document Transmittal Counters window.
  2. Select a row in the table and double-click to create a new record.
  3. Enter your initials in the Transmittal Counter ID field.
  4. Enter 1 in the Start Value field.
  5. Enter 8 in the Length Shown field.
  6. Enter TEST in the Prefix field.
  7. Enter ABC in the Suffix field.
  8. Select the project you created in the Project field.
  9. Save the record. (F12)

Transmittal Line Status

  1. Open the Statuses for Document Transmittal Lines window.
  2. Enter the following information by selecting a row on the table and double-clicking to create a new record and using the List of Values to select the project you created in the Project ID field.
Project ID Status
XX100 Preliminary
XX100 Reviewed
  1. Save the record. (F12)

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