Advanced Workflow - User Essentials

Creating a New EC Record - Automatic

Selecting the option to “create” a new IR record results in the IR form being displayed and its border is green until the user selects its [ Apply ] button which officially creates the IR record:

Alternatively, selecting the option to “add” to an existing IR record invokes the module to add the selected documents to the identified IR record, but it will not automatically open/display the IR ’s form. To access it, select the document and then displaying its [ EC ] grid to review its history of IR s/ ECR s/ ECN s:

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