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)