Assigning Documents to a Characteristic

On the Documents tab, we can attach documents, such as Procedures, Flowcharts, Drawings, and so on, that can be quickly accessed by Data Entry or Analysis personnel.

image\mouse.gif From the open Order Processing – Processing Time chart, select the Edit Characteristic option from the right mouse menu. From the Document tab, use the Attach button to select the Example Procedure document from the list, then click the OK button.

The Documents branch in the Explorer view allows easy management of documents. You can control document versions, and see which characteristics are associated with a given document. You can also assign descriptive notes and pictures to each characteristic within the General tab.

image\mouse.gif Select the General tab, and enter the following instructions in the Characteristic Note field: Begin timing when a given order has been entered into the system. Process is concluded when order status is set to Complete. Exclude breaks. You can use the Browse button to specify an image in the field provided. Select the OK button to return to the chart.

image\mouse.gif Using the Documents menu icon image\documenticon.gif at the top of the application window (to the right of the main Toolbar), select the Characteristic Note option from the drop-down menu. View the Note, image, and Documents tab. Use the Open button (or simply double-click on the document) to open the attached document file.