AssetWise CONNECT Edition Help

To Create a Distribution Order

You can create a distribution order in AssetWise CONNECT Edition ALIM, providing that your user account has been granted appropriate permission to do so.

Follow these steps to create a distribution order.

  1. From the AssetWise CONNECT Edition Launch Pad, Deliverables tab, select New Distribution Order. The New Distribution Order page appears.
  2. Select the Template for the distribution order, from the list.
    Note: This field is required.
  3. Select a distribution order Type, from the list. Your choices are C - Copy and M - Master.
    Note: This field is required.
    Note: If the distribution order will be sent to more than one recipient, then you must select C - Copy.
  4. Select a Purpose for the distribution order, from the list.
    Note: This field is required.
  5. You can select a Project from the list.
  6. In the Comments box, enter any relevant comments about the distribution order.
  7. Click Next. The workflow advances to the Recipients step.
  8. In order to add a recipient of the distribution order, do one of the following:

    From the Actions menu, select Add Recipients

    Click Add Recipients in the list area.
  9. From the Add Recipients dialog, select an Organization from the list.
  10. Select one or more recipients from the list, and then click Add Recipients.
    Note: Each recipient must have a valid email address.

    The selected recipients appear in the list.

  11. Click Next The workflow advances to the Documents step.
  12. Do one of the following:

    From the Actions menu, select Add exisiting document.

    or

    Click Add existing document in the list area.

    The Add Documents dialog appears.
  13. Select the location of the document, from the Add from list.
    Tip: You can select Advanced Search from the list, to search for a document. The default location is Basket.
  14. Select one or more documents to include with the disposition order, and then click Add selected. The selected documents appear in the list.
  15. Click Create. A disposition order is created with a status of "N - Not Approved", and opens to the General tab.
  16. You can now Commit the Distribution Order.
Parent topic: Distribution Orders