Connected Documents

[About B2B Contracting for Work Orders] [To B2B Contracting for Work Orders]

Usage

Use this page to view documents connected to the work order, order quotation, project or equipment. You may also (depending on the user’s access) add documents, delete them and create new revisions to documents. Documents connected to the project and sub project levels can only be viewed. Documents can be added and deleted, and new revisions can be created for documents connected to work orders and project activities. Documents connected to order quotations can be viewed, added and deleted but new revisions cannot be created.

The rules for deleting a document revision connected to the objects above are as follows:

• If the user has administrator access to the document revision and the document revision is not connected to any other object than the one you are trying to delete it from:
  - The document revision is detached from the object.
  - The document revision is deleted.

• If the user has administrator access to the document revision, but the document revision is also connected to another object than the one you are trying to delete it from:
  - The document revision is detached from the object you are deleting it from.
  - The document revision is not deleted
   
• If the user hasn't got administrator access to the document the Delete button is disabled.

Note: The reason for giving the B2B user administrator access to documents is so that he/she should be able to create new revisions of the documents and to set the old revision to obsolete.

Activity Diagrams

Submit Work Order Tender
Perform Work

Activities

Add Documents to Order Quotation
Add Documents to Work Order
Create New Revision of Work Order Document
Connect Documents to Project Activity