Assigning Document Types to Maintenance Tasks

When adding or editing a maintenance task, you need to specify, which document types you want the task to affect.

To assign a document type to a maintenance task

To assign a document type to a maintenance task

  1. On the Navigation Tree, click Report Warehouse, then click Document Management and select Maintenance Tasks to display the Maintenance Tasks page.

  2. Create a new maintenance task (by clicking clip0002), or select an existing maintenance task (by clicking its name, or by clicking anywhere on the row and then clicking clip0003.

  3. Click the Document Types header to expand a hidden section.

  4. In the Document Groups list, select a document group that contains the desired document type. All document types assigned to the selected document group appear in the Document Types pane.

  5. In the Document Types pane, choose the document types that you want to assign to the task. To add a document type, drag it to the Assigned Document Types pane.

  6. Click Save to save the changes.