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Add/Edit Documents

Once Categories are defined you can start adding documents
• Go to the Documents Center via the menu tab on left side of main screen and click on ‘Documents’
• Click ‘Add New’ located in the upper right corner on the ‘Documents’ Bar
• Enter document ‘Name’
• Select ‘Category’
• Enter document ‘Description’
• Make sure ‘Active’ is checked
Link this Document to:
This document will be linked to the following machines.
• Link document to applicable machines from selection lists


Note: When Area(s), Line(s), Machine(s) or Technology(s) are selected it will associate document to machines based on selections. For example if Line A and Technology Weld are selected the code would apply to all machines on Line A and all machines tied to Weld technology across entire site. Or if Area(s) is selected it will associate document with every machine in selected Area(s)

Automatically Attach To New Dispatch(s):
This document will be automatically attached to any new dispatches that match any of the following criteria.
To automatically attach documents to dispatch events based on Area(s), Line(s), Machine(s), Technology(s) and/or Dispatch Type(s) select applicable items from selection lists
• Link document to applicable machines from selection lists


Note: When Area(s), Line(s), Machine(s), Technology(s), etc. are selected it will automatically link document to machine(s) dispatches based on selections. For example if Line A and Technology Weld are selected the document will be automatically attached to all dispatches for machines on Line A and all machines tied to Weld technology across entire site. If Dispatch type(s) is selected it will only automatically attach documents to the selected Dispatch Type(s) on selected Lines, Machine and Technologies. If Code Red Dispatch Type was selected along with criteria in previous example the document would be attached to machines on Line A and Machines in Weld Technology but only on Code Reds events.
• Click ‘Save’

• This will take you to the Document Update screen
• Click ‘Create Revision’ to create/add document
Option 1 - Use this option if you already have a standard repository for documents and you just want to link to an existing file or if you’d like to link to website. This can be helpful for linking to vendor manuals and spec sheets present on vendor website
(Example: http://industrial.panasonic.com/ww/i_e/25000/minas_a_e/minas_a_e.pdf or to associate to internal document server: \\ server.name\path-to-file). For additional information on linking documents on internal network see - http://support.leading2lean.com/questions/58/in-document-center-how-do-i-link-to-files-on-my-local-network
Option 2 – Use this option to upload document from local PC to Leading2Lean cloud for storage. Most file types are acceptable include video files under 20-Meg in size
 Click ‘Chose File’
 Select File from drive
 Click ‘Upload File’
Note: We suggest using PDF format when possible

Screen_Shot_2018-06-18_at_7.29.53_PM.pngOption 3 – Use this option create user Checklist documents. Checklists are also stored in Leading2Lean cloud. Checklists can be setup to require users be required to enter data and/or answer questions. These can be very useful for things like PMs, Audits, Safety Checklists, etc.
• Click on ‘Create/Edit Checklist’ from Create Document Revision screen (above)
• Click ‘Edit Template’
• Check ‘Require answers to all questions before closing Checklist’ if you require all Checklist items to be answered before Checklist can be closed while filling out
• Check ‘Require Checklist to be marked closed before allowing associated Dispatch to close’ if you require Checklist filled out during Dispatch event to be complete and closed before allowing completion of event
• Click + (Insert Task) symbol to add task descriptions
• For each task item select task control from drop down select list
 Task Description – Used for enter instructions, does not require answer (example: safety procedures)
 Short Input – Use for short text answers requiring less than 50 characters: Recommended over Long Input if possible (example: Record fill head pressure)
 Long Input – Use for long text answers requiring more than 50 characters (Example: Document condition of Drive Unit)
 Checkbox – Use for when item check off is required
 Yes/No – Use for Yes or No questions (example: Inspect o-ring mark Yes if condition is good, No if condition is poor. If no explain corrective action in comments section)
• Enter description of Revision changes. If initial revision enter ‘Initial Revision’
• Click ‘Save as New Revision’

Screen_Shot_2018-06-18_at_7.35.20_PM.png

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