Initiating a Maintenance Document
1. Select the desired maintenance document from the menu.
2. Click the Create New button located in the upper right corner or search for a document and click the Create New button from the view window.
The document appears with a new Document ID.
3. Complete the common Document tabs -- Document Overview tab, Notes and Attachments tab, or Ad Hoc Recipients tab as needed.
For information about the common
financial transaction tabs such as Document Overview,
Notes and
Attachments, and Ad Hoc
Recipients, Route
Log tabs, see Standard Tabs.
4. Complete the New section in the Edit tab
For requirements for the
Edit
tab, see the help documentation for the appropriate document type.
5. Click Submit button.
6. Review the Route Log tab.
For more information about the
Route
Log tab, see Route Log.
For information about the
workflow
buttons at the bottom of the maintenance screens, see Workflow Action Buttons.
Copying a Document (Initiating a
Document Based on Another)