Add document on project

This section allows the project admin to add a document table to a project which was created from a master template. A document table is what you will issue to a Vendor for the equipment package they will supply to the project.

This may include an Asset Register for tags and data, a Spares register or an Ex Register for hazardous area equipment etc.

Once the document is added it can be further modified and personalised for the Vendor Package. 

Setting up and making changes to a new document is further explained in the next section.

Projects, Edit, New.

Enter the document code (ensure uniformity is used project wide), enter document name (ensure uniformity is used project wide), select document type (choose asset register, spare parts or hazardous areas), select the master template, select the review time (large packages will need longer review times), select Add.

Projects Tab

edit project

New document

create a new document