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1. Reference Files
There is only 1 reference file related to Documents module - Tags.
1.1 Document Tags
More>>Reference Files>>Documents>>Tags
Tags are used to classify electronic documents uploaded into AusFleet and are used to search for documents of a particular type.
•Up to three may be attached to each document.
•Examples are:
•Photograph
•Accident
•Licence
•Purchase Order
•Certificate
•Registration
•Insurance
Examples:
•A photo of a driving licence may be tagged as Licence, Photograph and Driver Record
•A copy of a purchase order may be tagged as PO, Inventory and Parts
•A photograph of an accident may be tagged as Accident, Photograph and Insurance
As well as Tags, documents can be linked to specific records in AusFleet - fleet no., job no., part no., personnel, accident, supplier.
No reference file is required to do this.
2. Parameters
More>>Parameters>>Default Values>>2100
Documents can be automatically archived (i.e. hidden from normal view) after a certain period.
Enter the period in days here. To delay archiving indefinitely enter 9999999.
Documents can be manually archived at any time.
3. User Rights - Document Security Settings
Three user rights control access to documents based on their security setting.
170.2: Allows user to open documents with security level "Public"
170.8: Allows user to open any documents with security level "Supervisor" and "Secure"
A user with 170.2 can access a Secure document if they uploaded it (based on logged on user name).
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