Archiving the documents in the library

Unified Glossary

Basics of using a Ramco iEnterprise Series 4.0  Web Page

Using Online Help

The “Archive Documents” page appears.

The system displays the following:

Date & time Format

The format in which the date and time fields are displayed in this page. This format is displayed from the "User Preferences" business component based on the login user ID. In case the format is not defined, the system displays the date and time format from the "Enterprise Modeling" business component.

Exe.Org.Unit #

Use the drop-down list box to select the organizational unit in which the work ill be executed. The system displays all the login organization units. By default, the system displays the Login OU.

The system displays the following:

Exe.Org.Unit Desc

The description of the organization unit in which the work will be executed. By default, the system displays the execution organization unit description for the login OU.

Zoom facility is available.

Ref.Doc Type

Use the drop-down list box to specify the reference document type. The system lists the following options, based on the selected “Exe.Org.Unit #” that interacts with the “Work Center” business component and other Execution components:

 “Technical Log” , “Visit Package” ,  “Hangar Work Order” , “'Work Scope'” , “Component Work Order'” , “Component Replacement”, “Customer Order”,  “Repair Order” , “Discrepancy” , “Maintenance Report” , “Hangar COM” , “Tech Log – COM” , “CWO-COM”, “Occurrence Report”, “Journey Log”, “Engg Order” , “FCD”, “MCR” and “Reliability Report Book” . Tell me more

For example, if you select the value “Technical Log” in the “Ref. Doc Type” drop-down list box, the system retrieves the Technical Log # in “Confirmed” status.

By default, the system displays the first value shown in this field in alphabetical order.

Note: Data selection in “Ref. Doc Type” is mandatory, if “Ref. Doc Details” is specified

Ref.Doc #

The number identifying the reference document.

Maintenance Object #

Use the dropdown list box to select the maintenance object, which may be “Model”, “Aircraft”, “Part” and “Component”.   You can enter the description in full or specify it partially using the “*” character. The system retrieves all components with part descriptions that are similar to the description entered here. The system leaves this field blank by default.

Work Center #

A unique identifier for a work center. You can enter the description in full or specify it partially using the “*” character. The system retrieves all components with part descriptions that are similar to the description entered here. Tell me more

Station #

The number identifying the station which is a stopping place along a route, especially a stop for refueling or maintenance. You can enter the description in full or specify it partially using the “*” character.

Repair Shop #

The number identifying the shop where repair of the parts has been done. You can enter the description in full or specify it partially using the “*” character. The system retrieves all documents where for which the part repair was carried out in this repair shop.

From Date

The start date for archiving the documents in the library.

By default, the system displays the 1 month prior to the current system date (current system date - 1 Month). For example, if the current system date is 27/02/2008, the “From Date” will display 27/01/2008.

To Date

The current system date.

The “Document Details” multiline will display the details of all the execution documents that match the search criteria you specified.

Library #

Use the drop-down list box to select the number of the library to which the execution documents you select will be archived. Mandatory. The system lists all the active library codes mapped to the login user, as defined in the “Maintain Library Information” activity of the “Library” business component.

 If only a single library number is mapped to the login user, the system displays the mapped library number. Otherwise, the system leaves the field blank.

The system displays the following.

Library Name

The name of the library.

Document Type

Use the drop-down list box to specify the type of the document that is to be registered. The system lists all the active document types with “Maintained In Library?” field set as “Yes”, as defined in the “Create Reference Document Type” activity of the “Common Masters” business component.

The system leaves this field blank by default.

Document Category

Use the drop-down list box to specify the category to which the document belongs. The system lists all the active quick codes of type “Document Category”, as defined in the “Maintain Quick Codes” activity of the “Library” business component.

If any one of the displayed quick codes has the “Default?” field specified as "Yes" in the “Maintain Quick Codes” activity of the “Library” business component, the system displays this quick code value by default. Otherwise, the system leaves the field blank.

Publisher

The code of the publisher of the document (Alphanumeric, 45).

Source Type

Use the drop-down list box to specify the source type for the document that is to be registered. The system lists all the active quick codes of type “Source Type”, as defined in the “Maintain Quick Codes” activity of the “Library” business component.

If one of the loaded quick codes has the “Default?” field specified as "Yes" in the “Maintain Quick Codes” activity of the “Library” business component, the system displays this quick code value by default. Otherwise, the system leaves the field blank by default.

Received From

The name of the source from where the document is received (Alphanumeric, 25).

Receipt Date & Time

The date and time when the parts and the documents are received.

Ensure that the date and time entered here are in a valid date format and time format, as identified for the login user defined in the “User Preferences” business component.

Document Reference #

The number identifying the reference document.

Doc. Location

The physical location where the document is placed.

The system displays the following in the “Document Details” multiline:

Ref.Doc Type

The type of the reference document.

Ref.Doc #

The number identifying the execution document.

Work Center #

The number identifying the work center.

Station #

The number identifying the station which is a stopping place along a route, especially a stop for refueling or maintenance.

Maintenance Object #

The number identifying the maintenance object.

Ref. Document date

The date of the reference document.

Document #

The number of the document. Mandatory.

Revision #

The revision number of the document.

Document Title

The name of the document. Mandatory.

Document Type

Use the drop-down list box to specify the type of the document that is to be registered. Mandatory. The system lists all the active document types with “Maintained In Library?” field set as “Yes” in the “Create Reference Document Type” activity of the “Common Masters” business component.

By default, the system leaves the field blank.

Document Category

Use the drop-down list box to specify the category to which the document belongs. The system lists all the active quick codes of type “Document Category”, as defined in the “Maintain Quick Codes” activity of the “Library” business component.

 By default, the system leaves the field blank.

No. of Copies

The total number of copies of the document (Integer). Mandatory. The value specified here must be greater than zero, if the “Reference Document #” exists for a row in the multiline.

Publisher

The code of the publisher of the document (Alphanumeric, 45). Mandatory.

Source Type

Use the drop-down list box to specify the source type for the document that is to be registered. Mandatory. The system lists all the active quick codes of type “Source Type”, as defined in the “Maintain Quick Codes” activity of the “Library” business component.

By default, the system leaves the field blank.

Received From

The name of the source from where the document is received (Alphanumeric, 25).

Receipt Date

The date on which the documents are received (Date Format). Mandatory. The date entered here must be earlier than or equal to the current system date. By default, the system displays the current system date.

Ensure that the date entered here is in a valid date format as identified for the login user defined in the “User Preferences” business component.

Received Time

The time at which the document is received (Time Format). The time entered here must be earlier than the current system time, if the date entered in the “Receipt Date” field is equal to the current system date. By default, the system displays the current system time.

Ensure that the time entered here is in a valid time format as identified for the login user defined in the “User Preferences” business component.

Doc. Location

The physical place where the document is located in the library.

Document Reference #

The number identifying the reference document., as per the numbering system followed in the library. Tell me more

Key Word 1

The key word for tracking or searching the document (Alphanumeric, 25).

Remarks

Any remarks pertaining to the document (Alphanumeric, 2000).

File Name

The name of the file attached to the document (Alphanumeric, 50).

Note: Ensure that the Document #-Revision # combination forms a unique key for each new record being added, and the same combination is not already registered in the current or “Library” business components.

Note: After you archive a specific execution document in the multiline using the “Archive Documents” pushbutton, and you select “Search” again, the archived execution document will not be retrieved in the multiline.

To proceed carry out the following

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Reference Doc Type

 If this value is selected in the “Ref. Doc Type” drop-down list box  is…

The system displays…

In status…

Technical Log

Technical Log #

Confirmed

Visit Package

Visit Package #

Closed

Hangar Work Order

Hangar Work Order #

Closed or Pre-Closed

Component Work Order

Component Work Order #

Closed or Pre-Closed

Work Scope

Work Scope #

Closed

Component Replacement

Component Replacement

Removed or Replaced

Customer Order

Customer Order #

Closed

Repair Order

Repair Order #

Closed or BER Closed

Discrepancy

Discrepancy #

Closed, No Fault Found or Retired

Maintenance Report

Maintenance Report #

Closed, No Fault Found or Retired

Hangar COM

Certificate of Maintenance for a HWO

Authorized

Techlog COM

Certificate of Maintenance for a Techlog

Authorized

CWO COM

Certificate of Maintenance for a CWO

Authorized

Journey Log

Journey Log #

Approved

Engineering Order

Engineering #

Closed

FCD (Fleet Campaign Directive)

FCD #

Released or Closed

MCR (Material Change Request)

MCR #

Processed

Reliability Report Book

Reliability Report Book #

Published

 

 

 

 

“Document #” and “Document Reference #”

The “Document #” refers to the number in the execution document, which identifies it. This number is normally unique. The “Document Reference #” refers to the number assigned to the execution document, by the library. It will be according to the numbering convention followed by the library.

The system allows you, through “Set Options”, to assign the same number for both “Document #“and “Ref Doc #”. Alternatively, you can edit these two fields in the “Document Details” multiline.