Initiating a Maintenance Document

1.     Select the desired maintenance e-doc from the Maintenance menu.

2.     Click the tinybutton-createnew 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.

go-arrow-red     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


go-arrow-red     For requirements for the Edit tab, see the help documentation for the appropriate document type.

5.     Click buttonsmall_submit.

6.     Review the Route Log tab.

go-arrow-red     For more information about the Route Log tab, see Route Log.

go-arrow-red     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)