Creating a Document from the Change Order Record

If a user is assigned a Create Document task from the Change Order record, the task can be completed as follows:

1. From the Document Coordinator dashboard on the Portal Page, select the Change Order Needs Completion tab.
2. Click the Change Order No. link of the change to be completed.
3. In the change order tree on the left side of the record, click the Changes link.
4. Click the Create Document link in the change to be completed.
5. Zoom to select the document type of the new document and click Next.
6. Enter information in the following fields:

Section	Description
Type	Displays the document type.
Title	Enter a title or name for the document.
Organization Unit	Zoom to select a organization unit to which to tie the document. For additional information on configuration, see Organization Unit.
Process	Zoom to select a business/manufacturing process to which to tie the document. For additional information on configuration, see Process.
Product	Zoom to select a product to which to tie the document. For additional information on configuration, see Product.
Plant Area	Zoom to select a plant area to which to attach the document.
Comment	Enter any additional comments about the document.
Change Order No.	Displays the change order number.
Change	Displays New.

7. Click the Save button.
   Result: The new document has been created.

See Also

Implementing Changes from the Change Order Record

Revising a Document from the Change Order Record