1.0 Understanding Standard Modules in Antenor BMS
Antenor BMS features a variety of modules, which we refer to as «standard modules». These modules share a similar structure, making them easily recognizable and user-friendly. While the structure remains consistent, the content within each module is distinct.
Some examples of standard modules include:
– Controlled Documents
– Supplier Approval
– Safety Inspections
When working within any standard module, you’ll be creating documents pertinent to that specific module type. These documents are populated using a mix of text fields, dropdown lists, radio buttons, among other input methods. Even though the specific fields and structure might differ from one module to another, their consistent design ensures that users will find a sense of familiarity across them all. This cohesive design simplifies the process of filling in and navigating these documents.
2.0 How to create a new document
For this article, we will use the NCR module as an example.
From the main menu, go to NCR and select «New NCR.»
Completing a New NCR Registration Document
When you open a new NCR registration document, you’ll be presented with several fields to complete.
- Fields highlighted with red text and accompanied by an asterisk (*) are mandatory and must be filled in before submission.
- Depending on your company’s specific configuration of the NCR module, the fields in your NCR may differ from those illustrated in this guide.
For successful registration and further processing of the NCR, ensure that all required information is accurately provided.
3.0 Standard tabs
In a standard module document, you will find a set of tabs on the top left side.
- In this document, the first three tabs are for each step in the processing cycle of the NCR. The first tab will get the title of the document once entered.
- The fourth tab, «Show/Print all», will let you view all the NCR phases in one document when the NCR is completed.
- 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.
A standard module will have a row of different buttons in the top right corner. Which buttons and what colour they are will vary depending on where you are in the document’s life cycle and what access you as a user have.
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 it 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 access rights.
- 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 reading to editing.
- The «archive» will let you archive a document. Documents can’t be deleted, but archiving it will make them invisible to standard users. The superuser gives access to this function.
To forward a document, the function must first be activated. To activate the function, please get in touch with the Antenor support team.
4.0 Adding images or other attachments
If using ABMS on a mobile device, you can take pictures with your camera. Adding images or other attachments can be done in three different ways:
- By the «upload» button.
- The «paper clip» button is described above.
- You can drag and drop attachments into the document.
There is a built-in comments function if you need more information from other people. 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 dialogue when information is needed.