Document Types

The Document Types app allows you to define the different types of documents (e.g., drawings, specifications, reports, etc.) that will be reviewed during the design management process.

Key elements of the Document Types app are as follows:

  • Document Types that are created at the root domain will be available to all projects in your domain.

  • When documents are added to a controlled folder, you can identify their document type.

  • Typical document types include drawings, models, specifications.

  • You can pre-determine reviewers for Design Review based on document types. For information on setting up document types, refer to Work Packages.

How to . . .

To create a new record, complete the following steps:

  1. Review the header to ensure that you are in the correct project or partition. To have the document types be available for all projects, ensure that you are in the root domain.

  2. Navigate to the Document Types app (Apps > Index Management > Document Types).

  3. Click New in the action bar.

  4. Complete the following fields as appropriate:

    Note Depending on how this app is configured for your domain, there may be fields or sections listed here that do not appear for you, fields and sections that appear for you which are not listed here, or fields and sections which appear in a different order. If you have any questions, check with your domain administrator.

    Field Description
    Details
    Number

    Allow Kahua to auto-number the record, or enter a different value.

    Note The number format can be configured by your domain administrator. Refer to Number.
    Name Enter a name for the document type.
    Description Enter a description
    Code Enter a code.

  5. Click Save when you are done.

If you have existing data that you want to import into this app, you can do so through the import process.

You will first generate an export of an existing record to access the correctly formatted spreadsheet file for the import. Once the exported file is available, add the appropriate values for the records you want to import to the exported spreadsheet. You can then import those records. For more detailed information on the importing process, refer to Importing records.

You can generate a report from a selected log view, or use one of the built-in reports available by default in each application. For more information on creating your own reports, including how to set up scheduled reports, refer to Creating ad hoc reports.

Note For information on modifying the logo that appears on reports in your project, refer to Managing report logos.

To generate a report from a log view with up to 10,000 records, select the report icon . If your log view contains more than 10,000 records, the report icon will be disabled and you can select to download the records to a CSV file instead. For more information, refer to Generate a report from a log view.

To generate an application report, complete the following steps:

  1. Navigate to the application.

  2. Select Reports in the application title bar.

  3. Select the report you want to run.

  4. Apply any desired filters.

  5. Select View or Download as appropriate. For more information, refer to Viewing Reports.

  6. Click the Close icon when you are done.

To delete a record, complete the following steps:

  1. Review the header to ensure that you are in the correct project or partition.

  2. Navigate to the application.

  3. To delete a single record, right-click on the record in the log view and select Delete, or open it in the detail pane and select the Delete icon in the action bar.

  4. Click OK on the confirmation message. The record or records will be deleted.

Note If a record was deleted in error, it can be recovered from the Recycle Bin application by an administrator. For more information, refer to Using the Recycle Bin.

Your domain administrator or another user with the appropriate permissions can configure the app in the Configuration application.

Important When working in the Configuration app, it is important to review the header and ensure that you are working at the correct level in the hierarchy, either the root domain or at a partition or project level. Settings that you establish at the root domain or lower levels will inherit down the hierarchy until they are overridden. For more information on the hierarchical structure of Kahua, refer to Understanding the hierarchical structure of Kahua.

The Configuration app can be accessed directly through the apps list (Apps > Administration > Configuration), or by right-clicking on an application in the launch bar and selecting Configure. When you select Configure for an app from the launch bar, the detail view of the configuration page for that application opens automatically.

For general information on configuring this app in Configuration, refer to Application configuration.