Documents Tab
The Documents screen allows you to add drawings and/or attachments relevant to the works order. Drawings are pulled in via the Drawing Register, while the Attachments sub-grid lets you reference files, folders and web links directly against the works order.
To add a drawing, click on the ‘Drawing Number’ cell in the first empty row of the drawings grid, and use the drop-down box to select the appropriate drawing. The available drawings must be setup within the Drawing Register.
Drawings carried over from the underlying Bill of Material are populated automatically when the works order is created
Attachments
The Attachments sub-grid works in a similar way to the ‘Attached Files’ feature in the Stock Control Module. Files, folders and web links can be added against the works order and opened later by anyone with the relevant view permission.
Attach a File
Click the Attach File button to browse to the file you wish to attach. Once located, double click or click Open. The file path and file name are stored against the works order – Cim50 does not take a copy of the file. We recommend attaching from a network location so other users can open it.
Attach a Folder
Click the Attach Folder button to browse to the folder you wish to attach. Once located, double click or click OK. As with files, Cim50 stores the location only; it does not copy the folder.
Attach a Web Link
To attach a web link to a works order – for example a SharePoint specification, a customer portal page, or any other web resource – click the Attach Web Link button. The ‘Add Web Link’ dialog opens with three fields:
URL: The full web address you want to attach. The URL must be a valid absolute address and must use the http or https scheme. If you click OK with no URL, an empty URL, or a URL that does not use http/https, the dialog shows an error message and the dialog stays open so you can correct it. Long URLs – the kind SharePoint typically generates – are supported. Leading and trailing whitespace is automatically trimmed from whatever you paste.
Description: An optional short description for the link, shown in the Description column of the Attachments grid.
OK / Cancel: OK validates and accepts the URL; Cancel closes the dialog without attaching anything.
The link is added to the Attachments grid with the Type column showing ‘Web Link’, and is saved against the works order when you save the record (it is not committed until you save).
Cim50 does not check that the URL is reachable, or that you have permission to view the document at the other end – that is checked only at the point you open the link.
Open an Attachment
Highlight the row in the Attachments grid and press the Open button. File and folder attachments open using the default Windows application for that document type. Web link attachments open in your default browser; if the link is a SharePoint URL, your existing Office 365 sign-in is used to authenticate you, so you should not be prompted for credentials by Cim50. If the system is unable to open the attachment you will see a user-friendly error message explaining why.
Remove an Attachment
Highlight the row and press the Remove button. After confirming the prompt the row is removed; the change is saved when you save the works order.
Note: If you change the location of a file or folder attachment, you will need to update the details within the relevant works order. Web links are stored exactly as you enter them, so if a URL changes on the host system you will need to update it manually.
Shop-floor users who open the works order from the standalone Shop Floor Data Capture terminal will see web link attachments listed alongside files and folders, and can open them in the same way as the existing attachments. The terminal remains a read-only consumer of works-order documents – links can be opened but not added or removed from there. Adding or removing links is done from within the main Cim50 application, with the relevant ‘Amend Works Order – Documents’ permission.
Permissions and audit log
Adding, editing the description of, or removing a web link uses the same access rights as existing file and folder attachments – ‘Amend Works Order – Documents’ to make changes, and the corresponding view permission to see the list and open existing links. No new permission needs to be granted in Role-Management.
Every add, description change, and remove of a web link is written to the audit log so you can review attachment activity alongside file and folder activity:
- Adding a web link is recorded as “Web Link Added (description)” with the URL captured in the new value.
- Removing a web link is recorded as “Web Link Removed (description)” with the URL captured in the old value.
- Editing the description of an existing web link is recorded under the standard “Attachment Description” action with the previous and new descriptions in the old and new value columns – the same shape used today for file descriptions.
Audit-log entries appear in the existing Audit Log view on the works order (subject to the works-order audit-log access right) and are searchable by user and by action text using the Quick Search box on the audit log.
Security note: web link attachments only store the URL. Cim50 does not store, copy or proxy the content at the other end of the link. Anyone who can open the works order’s Documents tab will see the URL and be able to attempt to open it, but the document at the URL is still protected by the security model of the host system (SharePoint, the other website, your file server, and so on). For example, opening a SharePoint URL will only succeed if the user is signed in to Office 365 with an account that has been granted access to that document.
See also
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