How do I manage General Component documents in Manage by Date?

Table of Contents : How do I reorder documents? How do I copy documents? How do I merge documents? How do I move documents? How do I attach documents? How do I download split documents to PC? How do I save split documents directly to the respective row? How do I extract to PC? How do I download document to PC? How do I delete Document? How do I view Audit Trail? How do I view an Audit Trail of a document? How do I export an Audit Trail of a document? How do I re-file documents?

How do I reorder documents?

1.	Login to your account using the username and password provided.
2.	Hover on the Fleet Management then Hover on the Maintenance Control Centre and Click on Manage By Date Tab.
3.	Click on the General Components Button.
4.	Select Release Certs Tab or Workshop Strip Reports Tab for which you want to open document.
5.	Select Client from dropdown list.
6.	Select Audit View from the list. It will load records into grid.
7.	Go to end of the date record from grid that you want to access and Click on the view icon. It will open a new window. (E.g As shown in image 26th March 2018 date record is selected.)
8.	Once new window is open, Go to end of the record that you want to access and Click on the view icon. It will open a new window.
9.	Hover over the Manage Documents dropdown and Click on Reorder Documents option. It will open new window.
10.	Reorder Document using Move Icon.
11.	Click on Save Button.

How do I copy documents?

1.	Login to your account using the username and password provided.
2.	Hover on the Fleet Management then Hover on the Maintenance Control Centre and Click on Manage By Date Tab.
3.	Click on the General Components Button.
4.	Select Release Certs Tab or Workshop Strip Reports Tab for which you want to open document.
5.	Select Client from dropdown list.
6.	Select Audit View from the list. It will load records into grid.
7.	Go to end of the date record from grid that you want to access and Click on the view icon. It will open a new window. (E.g As shown in image 26th March 2018 date record is selected.)
8.	Once new window is open, Go to end of the record that you want to access and Click on the view icon. It will open a new window.
9.	In the new window, select documents that you want to copy.
10.	Select required Attach Type from the list and other required fields.
11.	Hover over the Manage Documents dropdown and Click on Copy option. It will open new window.
12.	At the new window you have a list of rows available into grid. Select one or multiple row where you want to copy document.
13.	Click on COPY button.
14.	After clicking on Copy button, If same filename document is already present then it will show a pop-up message. If you still want to continue the copy process then click on OK button, then the copy process will be done.
15.	You get alert message. Now Click on OK button.

How do I merge documents?

1.	Login to your account using the username and password provided.
2.	Hover on the Fleet Management then Hover on the Maintenance Control Centre and Click on Manage By Date Tab.
3.	Click on the General Components Button.
4.	Select Release Certs Tab or Workshop Strip Reports Tab for which you want to open document.
5.	Select Client from dropdown list.
6.	Select Audit View from the list. It will load records into grid.
7.	Go to end of the date record from grid that you want to access and Click on the view icon. It will open a new window. (E.g As shown in image 26th March 2018 date record is selected.)
8.	Once new window is open, Go to end of the record that you want to access and Click on the view icon. It will open a new window.
9.	In the new window, select minimum two Documents to Merge Documents.
10.	Hover over the Manage Documents dropdown and Click on Merge option. It will open new window.
11.	Enter file Name that you want to give to document.
12.	Click on SAVE button. It will ask you to download .zip file.

How do I move documents?

1.	Login to your account using the username and password provided.
2.	Hover on the Fleet Management then Hover on the Maintenance Control Centre and Click on Manage By Date Tab.
3.	Click on the General Components Button.
4.	Select Release Certs Tab or Workshop Strip Reports Tab for which you want to open document.
5.	Select Client from dropdown list.
6.	Select Audit View from the list. It will load records into grid.
7.	Go to end of the date record from grid that you want to access and Click on the view icon. It will open a new window. (E.g As shown in image 26th March 2018 date record is selected.)
8.	Once new window is open, Go to end of the record that you want to access and Click on the view icon. It will open a new window.
9.	Select the document that you want to move.
10.	Select required Attach Type from the list and other required fields.
11.	Hover over the Manage Documents dropdown and Click on Move option. It will open new window.
12.	At the new window you have a list of rows available into grid. Select one row where you want to move document.
13.	Click on MOVE button.
14.	After clicking on Move button, If same filename document is already present then it will show a pop-up message. If you still want to continue the move process then click on OK button, then the move process will be done.
15.	It will open document moved successfully popup. Click on OK button.

How do I attach documents?

1.	Login to your account using the username and password provided.
2.	Hover on the Fleet Management then Hover on the Maintenance Control Centre and Click on Manage By Date Tab.
3.	Click on the General Components Button.
4.	Select Release Certs Tab or Workshop Strip Reports Tab for which you want to open document.
5.	Select Client from dropdown list.
6.	Select Audit View from the list. It will load records into grid.
7.	Go to end of the date record from grid that you want to access and Click on the view icon. It will open a new window. (E.g As shown in image 26th March 2018 date record is selected.)
8.	Once new window is open, Go to end of the record that you want to access and Click on the view icon. It will open a new window.
9.	Select the document that you want to attach.
10.	Select required Attach Type from the list and other required fields.
11.	Hover over the Manage Documents dropdown and Click on Attach option. It will open new window.
12.	At the new window you have a list of rows available into grid. Select one or multiple row where you want to attach document.
13.	Click on ATTACH button.
14.	After clicking on Attach button, If same filename document is already present then it will show a pop-up message. If you still want to continue the Attachment process then click on OK button, then the attach process will be done.
15.	It will show you Popup window. Click on the OK button.

How do I download split documents to PC?

1.	Login to your account using the username and password provided.
2.	Hover on the Fleet Management then Hover on the Maintenance Control Centre and Click on Manage By Date Tab.
3.	Click on the General Components Button.
4.	Select Release Certs Tab or Workshop Strip Reports Tab for which you want to open document.
5.	Select Client from dropdown list.
6.	Select Audit View from the list. It will load records into grid.
7.	Go to end of the date record from grid that you want to access and Click on the view icon. It will open a new window. (E.g As shown in image 26th March 2018 date record is selected.)
8.	Once new window is open, Go to end of the record that you want to access and Click on the view icon. It will open a new window.
9.	In the new window, select documents that you want to split.
10.	Hover to Manage Documents dropdown and Click on the Split/Extract option. It will open new window.
11.	Hover over the SPLIT ALL PAGES button and Click on "Download to PC" option. It will allow you to download zip file.

How do I save split documents directly to the respective row?

1.	Login to your account using the username and password provided.
2.	Hover on the Fleet Management then Hover on the Maintenance Control Centre and Click on Manage By Date Tab.
3.	Click on the General Components Button.
4.	Select Release Certs Tab or Workshop Strip Reports Tab for which you want to open document.
5.	Select Client from dropdown list.
6.	Select Audit View from the list. It will load records into grid.
7.	Go to end of the date record from grid that you want to access and Click on the view icon. It will open a new window. (E.g As shown in image 26th March 2018 date record is selected.)
8.	Once new window is open, Go to end of the record that you want to access and Click on the view icon. It will open a new window.
9.	In the new window, select documents that you want to split.
10.	Hover to Manage Documents dropdown and Click on the Split/Extract option. It will open new window.
11.	Hover over the SPLIT ALL PAGES button and Click on "Save to Row" option. Note: Attached files from another location is not allowed to split in destination. Please split the file available in original source location.
12.	It will show you pop up message. Click on OK / Cancel button.
13.	It will show you pop up message. Click on OK button. Split documents will save in same document list page.

How do I Extract Document?

1.	Login to your account using the username and password provided.
2.	Hover on the Fleet Management then Hover on the Maintenance Control Centre and Click on Manage By Date Tab.
3.	Click on the General Components Button.	Choose files or drag and drop files Tags: Was this article helpful? Yes No Lauren Partridge Posted Updated TweetShare on Facebook Comments Please sign in to comment