Edit documents

PATH: Production > Quality control > QC inspection plan > Open an entry > "Documents" tab > Open/Add.

Field

Meaning

Type

Text: text can be entered directly (Text tab). See Text

File: A file can be selected.

IMPORTANT: A file need to be located in a folder accessible by all employees.

Category

Only information field, category can be entered freely. All previously used categories can be selected.

Description

Description of the document.

File

IMPORTANT: Attach a file containing various information or other measurements to the inspection plan. You can insert images or various documents, like MS Excel sheets with information.

The file needs to be located in a folder accessible by all employees.

See File settings.

Programs to view the file need to be installed on every station. Beas does not display the content.

Confirm

This can be used to ensure that the user could view documents before registering measured values.

Beas logs, when and on which station the user viewed the document.

no: User does not confirm the document.

single time: User needs only once to confirm the document. Refers to the inspection plan, not the file name.

If the document is changed, a new confirmation can be made necessary. To do: right-click - reset - confirm.

once per order: user needs to confirm the document for every QC-order.

Use button "Confirmed" to view all previous confirmations.

Copy file

Copy is linked to the QC-order. This can be used if additional information is entered directly to the document.

When you open the file to modify it according to the latest changes, this function will create a copy in the system. See File

settings.

Version

Version number of the documents – information only.

Release

Release document: if not active is will not be transferred to the QC-order.

Release by

Released by whom- automatically filled.

Release date

When released - automatically filled.

Image

Icon for view in documents list.

Color

Display in documents list.

Tab only visible if "Text" was selected as "Type" . A text can be entered, for example a work briefing, information on checks etc. In the QC-order only the entered text is displayed. Storing a file is not possible.

Field	Meaning
Valid from	Only if no date of validity was entered, or if the date is smaller than the current date. The creation date of the QC-order serves as reference, not the valuation date of the dependent document.
Valid to	Only if no date of validity was entered, or if the date is later than the current date.
Business partner	Only if no business partner was entered or in the dependent document ( for example goods receipt) the same business partner was stored.
Item rule	Only if the rule in Item – Quality control matches or if the field is empty.
Script	Add script.