Getting Started
AssetWise Administration
Defining and Activating Scopes
Managing Persons and User Accounts
To Create a Person Using a Form
To Create a Person from a Template
To Make a Copy of a Person
To Edit a Person's Details
To Configure a Person's User Account
To Add Contact Information for a Person
To Assign a Skill to a Person
To Upload a Person's Picture
To Delete a Person
Person Topic Reference
Managing Organizations
To Create an Organization Using a Form
To Create an Organization from a Template
To Make a Copy of an Organization
To Edit the Details of an Organization
Organization Related Topics
To Add a Person to an Organization
To Upload an Organization's Logo
To Add Contact Information for an Organization
To Delete an Organization
To Associate an Organization to an Object
Defining Security
To Create a Role
To Add a Person to a Role
To Assign a Permission to a Role
To Assign an Entire Group of Permissions to a Role
To Assign a Permission to a User / Person
To Assign a Group of Permissions to a User
To Give a Person or Role Rights to View, Modify, Delete, or Approve an Object
Permissions List
Security Logic
Data Categories
Permission Grades
Permission Logic
Implementation for Grade 0
Implementation for Grade A
Implementation for Grades B, C, and D
Access Rights Dependencies
To Define Attribute Security
Defining Default System Settings
Maintaining List Values
To Configure the List of Alternative Numbering Categories
To Configure the List of Cross Reference Types
To Configure the List of Directory Types (Contact Methods)
To Configure the List of Distribution Reasons
To Modify the List of Allowable File Types
To Configure the List of Keywords Used for Tagging Objects
To Configure a Keyword Class
To Configure the List of Media Types for Document Copies
To Configure the List of Physical Item Types
To Add a Physical Item Structure Type
Priorities
To Configure the List of Responsibility Types
To Configure a Revision Rule Set
To Configure the List of User Skills
To Add a Unit of Measure for Physical Items
Managing Classes and Attributes
Managing Object Classes
Defining Attributes for Object Classes
Contextual Reports
Class Templates
Creating Object Templates
To Create a Template for Particular Object Class
To Create an Object from a Template
To Synchronize Security on Objects from a Template
To Apply Security to Individual Attributes on a Template
Workflow-based Object Approval
To Automatically Approve an Object When a Task is Completed
Configuring Other Objects to Be File Containers
Configuring Extended Behavior and Automations for Classes and Templates
Records Management
Permissions
File Plan Components
File Plan Disposition Action Orders
File Plan Disposition Order Snapshots
File Plan Calculations
To Set the Disposition Calculation Schedule
To Create Destruction Disposition Instructions
To Create Move Disposition Instructions
To Create a New File Plan Taxonomy Structure
File Plan Management in AssetWise Director
Disposition Processing
To Process Pending Documents from Individual File Plans
Exception Reporting
Calculated Masks
To Include a Field in the Calculated Mask
Syntax for the Mask
Snapshot Configuration
Using AssetWise Layout Editor to Modify eB Client Interfaces
eB Objects
Object Display Conventions
Creating Relationships Between Objects (Associating Objects)
To Define Attribute Security
To Add a Cross Reference
To Associate a Person to an Object
To Assign a Person or Organization Responsibility for an Object
Working with Folders
Document Management
Creating Documents
Adding / Associating Other Objects to a Document
To Add Files to a Document
To Associate a File Plan to a Document
To Associate a Distribution List to a Document
To Define a Superseding Relationship Between Two Documents
To Relate a Keyword to a Document
To Associate a Document to an Object
Modifying Documents
Updating a Document
To Edit a Document
To Define Additional Document Attributes
To Lock a Document
To Check Out a File from a Document
Deleting a Document
To Delete a Document Relationship
To Delete a Document
Managing Document Copies
To Create a Document Copy
Document Copy Related Topics
To Add a File to a Document Copy
To Create Multiple Document Copies
To Modify a Document Copy
Approving and Releasing Documents
Creating Renditions
To Create Renditions of Files within a Document
Actions on eB Document Files
Viewing and Launching Files
To View a Document File
To Launch a Document File
Electronic File Dependencies and Relative Paths
To Define File Dependencies
To Remove File Dependencies
To Define a Relative Path for the Dependent Child Files
Viewing Files in Brava
To View a File in Brava
Creating and Managing Projects
To Create a Project Using a Form
Project Related Topics
To Change Project Details
To Delete a Project
To Associate a Project to an Object
Managing Locations
To Create a Location Using a Form
To Create a Location from a Template
Location Related Topics
To Change Location Details
To Add a Child Location to a Parent Location
To Delete a Location
To Associate a Location to an Object
Distributing Documents Using Transmittals
Pre-requisites for Distribution Management
Defining Distribution Lists
To Create a Distribution List
Creating Distribution Orders
To Create a Distribution Order Using a Form
Adding / Associating Other Topics to a Distribution Order
To Create a Distribution Item Using a Form
To Create a Distribution Item Using a Wizard
To Submit or Approve a Distribution Order
Issuing Documents
To Create a Transmittal
To Commit Issue a Transmittal
To Print or Preview a Transmittal Receipt
Distribution Returns
Outstanding Distribution Acknowledgments
To Mark Distribution Items as Received
Return Issued Document Copies
To Receive Document Copies Against a Distribution Item
To Change a Holder of a Document Copy
To Recall a Distribution Order
To Cancel a Distribution Order
Electronic Copy Distribution
Distribution List Topic Reference
Virtual Item Management
Virtual Item Group Class Types
Virtual Item Prerequisites
Identifying Virtual Item Groups
To Create a Virtual Item Group
Virtual Item Group Related Topics
Virtual Item Members Topic
To Associate Virtual Items to the Virtual Item Group
Identifying Virtual Items
Adding Virtual Items Using a Form
To Create a Virtual Item
Ungrouped Virtual Item Related Topic
Virtual Item Groups Topic (Read-Only)
Grouped Virtual Item Related Topics
Structure Topic
To Define a Parent or Child Virtual Item Relationship
To Associate a Virtual Item to an Object
Modifying Virtual Items and Virtual Item Groups
To Modify a Virtual Item Group
To Copy a Virtual Item Group
To Delete a Virtual Item or Virtual Item Group
Approving Virtual Item Groups
To Approve a Virtual Item Group
Creating Virtual Item Baselines
Physical Item Management
Before You Create Physical Items
To Create a Physical Item Using a Form
To Create a Physical Item from a Template
To Make a Copy of a Physical Item
Physical Item Related Topics
Baseline - Physical Item Topic
To View a Physical Item Baseline or Manually Create a New One
Baseline - Product Topic
To View a Product Baseline or Manually Create a New One
Dependent Serialized Items
To Create and Associate a New Serialized Item to a Physical Item
Equivalents Topic
To Associate Physical Items in a Equivalent Relationship
Impacted Deviations / Waivers Topic
To View or Delete an Impacted Deviation / Waiver Item
List - Serialized Items Topic
To Create a New Serialized Item List and Add Child Items
Lists - Physical Items Topic
To Create a Physical Item List and Add Child Items
Manufacturer References Topic
To Associate Manufacturer References to Physical Items
Tags Where Used Topic
To View Where a Tag is Used
Tag - Primary Physical Items Topic
Where Used Topic (Read Only)
To View Where a Physical Item is Used
To Modify a Physical Item
To Approve a Physical Item
To Delete a Physical Item
To Associate a Physical Item to an Object
Managing Serialized Items
Before You Create Serialized Items
To Create a Serialized Item Using a Form
To Make a Copy of a Serialized Item
Serialized Item Related Topics
As Configured Topic for Serialized Items
To Use the As Configured Definition Capabilities
History Topic
To Modify a Serial Item
To Delete a Serial Item
To Associate a Serialized Item to an Object
Managing Modifications
Modification Prerequisites
To Create a Modification Using a Form
To Make a Copy of a Modification Object
Creating a Modification Using a Template
Modification Related Topics
Impacted Physical Items Topic
To Add Impacted Physical Items and Related Serialized Items to a Modification
Modifications Dependencies Topic
To Relate Modifications Together
To Change Existing Modification Object Details
To Delete a Modification Object
Implementing Modifications
To Implement a Modification
Managing Deviations and Waivers
Deviation / Waiver Prerequisites
To Create a Deviation or Waiver Using a Form
Deviation / Waiver Related Topics
Impacted Physical Items Topic for Deviation / Waivers
To Add Impacted Physical Items to a Deviation/Waiver
To Modify Existing Deviation or Waiver Objects
To Delete a Deviation or a Waiver Object
To Associate a Deviation or Waiver to an Object
Tag Management
Creating Tags
Tag Related Topics
To Modify a Tag
To Add an Alternative Name for a Tag
To Add an Equivalent Item to a Tag
To Add a Position (Location) to a Tag
To Approve a Tag
To Delete a Tag
Change Management
Before You Create Change Requests
To Create a Change Request Using a Form
To Create a Change Request from a Template
To Make a Copy of a Change Request
Change Request Related Topics
Progress Topic (Read-only)
To Associate Documents to a Change Request
To Associate Physical Items to a Change Request
To Associate Virtual Item Groups to a Change Request
To Associate a Change Request to an Object
To Associate a Change Request to a Virtual Item Group
Possible Change Request Statuses
To Run a Change Effects Analysis Report
To Update a Change Request
To Expedite or Approve a Change Request
To Implement a Change Request
To Delete a Change Request
Work Orders and Tasks
Before You Create Work Orders
To Create a Work Order Using a Form
To Create a Work Order from a Template
To Make a Copy of a Work Order
Work Order Related Topics
Adding and Linking Tasks in a Work Order
To Associate a Modification to a Work Order
To Associate a Distribution Order with a Work Order
To Associate an Event to a Work Order
To Associate a Tag to a Work Order
To Associate a Transmittal to a Work Order
To Associate a Work Order to an Object
To Modify a Work Order
To Delete a Work Order
To Use the Work Order Schedule Calculator
To Submit a Work Order for Approval
To Approve a Work Order
To Reject a Work Order
To Suspend a Work Order
To Resume a Suspended Work Order
To Cancel a Work Order
Managing Tasks in the Work Exchange Folder
Email Notifications
To Accept a Task
To Mark a Task Complete
To Mark a Task as Requiring Rework
To Delegate a Task to Another User
To Reassign a Task to Another User
To Examine Forthcoming Tasks
Searches and Reports
To Run a Quick Search
To Run an Extended Search
To Run an Interactive Search
Using Report Designer to Create Searches and Reports
To Create an Interactive Report
To Create a Quick Search
To Create an Extended Search
To Create a Quick or Extended Search by Copying an Existing One
To Expose a Quick Search in the Search Tab
Report Designer Window
Define Search Tab
Optional Clauses Tab
To Configure an Optional Clause
Define Parameters Tab
Format Layout Tab
To Set Up a Report Row as a Hyperlink
To Set Up a Column Entry as a Hyperlink
Preview Tab
Other Methods of Creating Quick and Extended Searches
Modifying Delivered Quick and Extended Searches
Search Results
Printing
To Open and Print a File
To Submit a Print Job
Publishing Packages
To Publish the Contents of a Folder
To Create a Publisher Package
To Publish a Publisher Package
Adding and Emailing Notes
To Add a Note to an Object
To Send a Note Through Email
Creating and Viewing Snapshots
Managing ProjectWise Content in AssetWise Director
To View the List of Monitored ProjectWise Folders in AssetWise Director
Before You Synchronize
To Assign a Document Template to a Monitored Folder
Configuring Synchronization Options
Mapping ProjectWise Attributes
To Register ProjectWise Environment Attributes with AssetWise
To Configure Attribute Mappings on a Monitored Folder
To Synchronize a Monitored Folder
To Manually Register a ProjectWise Document
To Synchronize a Registered Document
To Exclude a Monitored Folder or Registered Document from Synchronization
Working with Registered Documents
Running ProjectWise Reports
Application Reference
Navigation Area
Content Pane
Search Tab and Search Results
Explore Tab
System Admin Tab
Start Page Tab
Action Bar
Status Bar
Drop Zone and Basket Icons
Scope Selector
Basket
Publisher
Menus
Field Names and Descriptions
Topic Reference
Affected Change Requests Topic
Affected Documents Topic
Affected Physical Items Topic
Affected Virtual Item Groups Topic
Alternative Names Topic
Attributes Topic
Audit Detail Topic (Read-only)
Change History Topic (Read-only)
Change Requests Topic
Child Locations Topic
Copies Topic
Cross References Topic
Deviations / Waivers Topic
Diagram Topic
Directory Entries Topic
Distribution History - Change Holders Topic
Distribution Items Topic
Distribution Orders Topic
Document Responsibilities Topic (Read-only)
Documents Topic
Documents Held Topic (Read-only)
Equivalent Items Topic
Events Topic
File Plan Topic
Files Topic
Holders Topic (Read-Only)
Keywords Topic
Lists - Distribution Topic
Locations Topic
Logo Topic
Member Of Topic
Members Topic
Modifications Topic
Notes Topic
Organizations Topic
Permission Roles Topic
Permissions Topic
Persons Topic
Physical Item Manufacturers Topic (Read-only)
Physical Item Responsibilities Topic (Read-only)
Physical Items Topic
Picture Topic
Positions Topic
Projects Topic
Requested Documents Topic (Read-only)
Responsibilities Topic
Revision History Report (Read Only)
Security Topic
Serialized Items Topic
Serialized Item Responsibilities Topic (Read-only)
Skills Topic
Snapshots Topic
Superseding Topic
Tags Topic
Transmittals Topic
User Account Information Topic
Virtual Items Topic
Virtual Item Group Responsibilities Topic (Read-only)
Virtual Item Responsibilities Topic (Read-only)
Work Orders Topic
Work Tasks Topic
eB Glossary
A
Access
ActiveX
Annotation
Application program interface
Architecture
Archive
Archiving
Archiving Policy
As-built baseline
As-built configuration
As-designed baseline
As-maintained baseline
Asset
Attributes
B
Baseline
Batch number
Bill of Material (BOM)
C
Change
Change control
Change effects analysis
Change Order (CO)
Change Proposal (CP)
Change Request (CR)
Characteristics
Check-in
Check-out
Circulation
Class
Classification
Community
Component
Compound document
Concession
Concurrent Engineering (CE)
Configuration
Configuration audit
Configuration control
Configuration identification
Configuration Item (CI)
Configuration Management (CM)
Configuration status accounting
Configuration verification
Cross reference
Customization
D
Data
Data compression
Decompress
Design
Deviation
Distribution
Distribution list
Document
Document approval
Document class
Document copies and masters
Document Folder
Document Holder
Document indexing
Document links
Document management
Document master record
Document media
Document metadata
Document number
Document permission template
Document permissions
Document plan
Document requisition
Document revision
Document security certificate
Document source
Document source location
Document-document relationship
E
Effectivity
Enterprise
Equivalents
F
File
Fit
Fit, form, and function
Folder
Form
Full text retrieval (FTR)
Function
Functional characteristics
Functional Configuration Audit (FCA)
Functional item
G
Group
H
Hardware
Horizontal relationship
I
Item
Item approval
Item baseline
Item batch number
Item classification
Item installed position
Item link
Item metadata
Item release
Item serial number
Item-item relationships
K
Keywords
L
Life cycle
Location
M
Main equipment
Markup
Master Record Index (MRI)
Materials Requirements Planning (MRP)
Metadata
Modification
Modification order
N
Named relationship
Notes
n-Tier
O
Object
Object baseline
Object breakdown structure
Object data
Object identification
Object relationship
Object structure view
Obsolete
Organizational unit
P
Pages
Parent
Permissions
Person
Physical Attributes
Physical item
Prime identifier
print job
print template
Process
Product Data Management (PDM)
Product Information Management (PIM)
Program management
Project
Project management
Q
Queue
R
Redline
Released
Repository
Review
Revision
S
Saved Search
Security
Serial number
Serial number structure
Serialized item
server printing
Sheets
Single level
snapshot
Software
Status
Structured Query Language (SQL)
Superseded
System administrator
T
Tag
Task
Task delegation
Technical data management
Transaction
Transmittal
Type Classification
U
Underwrite
User
User group
V
Validate
Vault
Version
Vertical relationship
View
Virtual item
Virtual item breakdown structure
Virtual item group
W
Waiver
Work Breakdown Structure (WBS)
Work exchange
Work management
Work order
Work task
Workflow
Workgroup