This article will show you a normal layout for standard modules, how to create a document of a standard module structure and describe the functionality of some of the main functions in a standard module document.
Normal layout for a standard module
Antenor BMS have multiple modules with similar structure, we call them standard modules. They are similar in the way they are structured, but their content is different. Since they are similarly structured, working with documents from different modules, filling them out and navigating becomes easier.
Examples of modules with the standard structure is: NCR, controlled documents, supplier approval and safety inspections.
In all the standard modules you create documents of that module type. The information is filled in using different text fields, dropdown lists, radio buttons and more. Therefore, the fields and structure of each type of module document will vary, but you will recognize the similarity.
Create a document of a standard module
We will be using the NCR module for this example.
This is how to register a NCR:
1. Go to the system / main menu -> NCR and click on «New NCR».
2. A new NCR registration document will open and you can fill in all fields. Fields marked with red text and a star is mandatory and cannot be left empty.
Based on the setup of the NCR module your company has chosen, you may have different fields in your NCR than shown in this guide.
To complete the registration, fill in all the information needed to process the NCR further.
4. Once all necessary information is entered and all the mandatory fields are filled out you can send the NCR for further processing.
Standard functionality in a standard module document
In a standard module document, you will find a set of tabs on the top left side.
- In this document the first three tabs is for each step in the life cycle of the NCR. The first tab will get the title of the document, once entered.
- The fourth tab, «Show/Print all», will when the NCR is completed, let you view all the phases of the NCR in one document.
- The «Log» tab will give you an overview of changes made in this NCR document.
- The «Attachments» tab will list all attachments to this NCR document.
In a standard module you will have a row of different buttons, in the top right corner. Which buttons, and what color they are, will vary depending on where you are in the life cycle of the document and what access you as a user has.
Description of the buttons and their purpose:
- The «paper clip» will allow you to add images and attachments.
- The «forward» will let you forward a document. This can be customized for your system.
- The «disk with an eye» will let you save as observation if the «Risk before action» has the value 3 / yellow, 4 / green or NA / white.
- The «paper plane» will let you send for approval. For this button to be active (green), all mandatory fields must be filled out and there must be someone with approver access in the system.
- The «document check» will let you approve a document, if you have the access.
- The «disk» will let you save a document as a draft.
- The «X» will delete the current revision of a document.
- The «printer» creates a pdf file.
- The «pen» will let you go from read mode to edit mode.
- The «archive» will let you archive a document. Documents can’t be deleted, but archiving it will make it invisible to standard users. Access to this function is given by the superuser.
Adding images or other attachments
Adding images or other attachments can be done in three different ways:
- By the «upload» button. If using ABMS on a mobile device, you will get the option to take pictures with your camera.
- The «paper clip» button as described above.
- You can drag and drop attachments into the document.
Only option 1, using the "Upload" button, can be used if you need the attached images to show on a pdf print out!
If you need more information from other people, there is a built in comments function. Click the «Comments» tab in the bottom right corner to open the chat box.
The comments function allows you to invite participants and have a dialog when information is needed.