"Workflow Manager" provides team members having access to a document, to view the comment and association details of a particular revision of a document. Comments & Association history records the details about the comments made and the various associations made with a document revision.
Click on the comments/associations tab on the audit trail page as shown under:
The basic details of the document revision are displayed at the top of the page as shown under:
The revision dropdown lists all the revisions of the document in the format <<Issue No.>>:<<Rev No.>>: <<Publish Date>>.
Select a document revision to view the comments and associations of that revision.
Click on the file-name hyperlink to view the selected document revision.
Click on the organisation name displayed against the Published by caption to view the contact details of the user who has published the selected document revision.
The comments and associations details for the selected document revision is displayed in the following five sections:
1. Status history:
The status history section displays the entire status history of the document revision along with the reason for status change.
Click on icon to change the status of the document revision.
The icon is displayed only if the you are having Can Change Status privilege OR having an incomplete For Status Change action on the document revision.
2. Comments:
The comments section displays all the comments that are made on the selected document revision with each comment displayed as a collapsible section as shown below:
Note - Draft comments created in Adoddle's new User Interface will not come up properly in Classic User Interface.
Each collapsible section displays the comment in two columns with the comment tree displayed on Left side and the comment details displayed on the Right side of the section. The responses made to a comment are displayed in a tree structure under the parent comment as shown below:
Click on icon to reply to a comment.
Click on View Comment Details link to view the details of a particular comment.
Click on icon to create a new comment on the document revision.
Click on icon create a No Comment on the document revision.
Click on icon to print the Comment section.
If you have a unread comment on the selected document revision, the comment ID is displayed on the left side of the comment section will be marked in bold. Also you will not see a private comment made on the document to which you do not have access.
3. Associations:
The associations section displays the information about all the associations made with the selected document revision. It displays the information in 3 collapsible subsections.
3A. Comments which refer this doc:
This sub-section displays a table displaying the comments with which the selected document revision is associated with. It displays the comment along with the document on which that comment is created as displayed below:
Click on file-type icon to download the document.
Click on Doc Ref. of any document to view the document.
Click on Comment id to view that comment in the comment and association page.
Click on the icon displayed in the column, to view the comments and association page of that comment.
Click on status link to change the status of the document.
Click on the organisation name displayed against the document in the Publisher column to view the contact details of the user who has published the document.
Click on the organisation name displayed against the comment id in the Publisher column to view the contact details of the user who has created the comment.
Click on the Action displayed in the My Action column to complete that action.
Click on icon to display the Audit trail of the associated document.
Click on icon after selecting the documents to add the documents to the basket.
Click on icon after selecting the documents to download multiple documents together.
3B. Forms which Ref this Doc:
This sub-section displays a table displaying the details of the forms with which the selected document revision is associated with.
Click on id displayed in the Form id column to view the details of the form.
Click on Msg Id link to view the details of the message.
Click on the organisation name displayed against a message, in the Originator column to view the contact details of the user who had created a message.
Click on the Action displayed in the My Action column to complete that action.
Click on icon after selecting the forms to add the forms to the basket
3C. Associated Attributes:
This sub-section displays the details of the attributes (work-packages) that are associated with the selected document revision.
4. Link Information
This section displays the link information associated with the selected document revision. If the selected document revision is a link then it displays the information about the parent. And if the selected document revision in a normal document and is linked to various folders, then it displays the information about the child. i.e. the various links that have been created.
Click on the link displayed in the location column to view the parent document - if the selected document revision is a link.
Click on the link displayed in the location column to view the linked document - if the selected document is linked to a particular folder.
5. External References
This section displays the details of the external references attached with the selected document revision.
Click on file-type icon to download the document.
Click on filename link displayed in the Filename column to download a particular x-ref.
Click on icon to display the Audit trail of the attached x-ref.
Click on icon after selecting the x-ref to download multiple x-ref together.
Useful links
Download Documents & Drawings (Basic)
Download Documents & Drawings (Advanced)