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AssetWise Director Help

AssetWise Director Help
  • AssetWise Director Help
    • Getting Started
      • To Open AssetWise Director and Log In to a Community
      • To Change Your Password for the Current Community
      • Quick Overview of the AssetWise Director Window
    • AssetWise Administration
      • Defining and Activating Scopes
        • To Create a Scope
        • To Activate a Scope
      • 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
            • Grade 0
            • Grade A
            • Grade B
            • Grade C
            • Grade D
            • Grade E
            • Permission Groups
            • General
          • 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
        • To Define or Change a Default System Setting
        • System Defaults - Distribution Settings
        • System Defaults - General
        • System Defaults - Identification (Masks)
        • System Defaults - User Account 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
          • To Create an Object Class
          • To Edit the Details or Relationships of an Object Class
          • To Move a Class and/or Its Child Classes Using the Class Move Wizard
          • Specific Document Class Details
          • Specific ProjectWise Class Details
          • Specific Relationship Class Details
          • Specific Tag Class Details
          • Specific Work Task Details
          • Relationships
            • To Create a Relationship Class
        • Defining Attributes for Object Classes
          • To Define the Attributes for a Class Group
          • Relating Attributes to Object Classes Using the Inheritance Wizard
            • To Associate Attributes to a Class Within the Same Object Class Hierarchy
            • To Relate Attributes to Object Classes
          • To Group Attributes in a Logical Grouping for a Class
        • Contextual Reports
          • To Add a Contextual Report to an Object Class or Class Template
        • Class Based Priorities
          • Adding a Priority to a Class
      • 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
          • To Create a File Container Class and Template
      • Configuring Extended Behavior and Automations for Classes and Templates
        • To Apply Extended Behavior Rules to an Object Class
        • To Configure Automations on a Template and/or Task
        • Notes About Automations
        • Extended Behavior Options
      • 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
      • Defining the ProjectWise Attribute in AssetWise Director
      • Calculated Masks
        • To Include a Field in the Calculated Mask
        • Syntax for the Mask
      • Snapshot Configuration
        • To Create a Snapshot Class
        • To Add a New Snapshot Template to a Snapshot Class
        • Customizing a Snapshot
    • Using AssetWise Director
      • AssetWise 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
        • To Browse Folders
        • To Create a Folder
        • To Rename a Folder
        • To Add an Object to a Folder
        • To Remove an Object from a Folder
        • To Delete a Folder
      • Document Management
        • Creating Documents
          • Before You Create Documents
          • To Create a Document Using a Form
          • To Create a Document from a Template
          • To Make a Copy of a Document
        • 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
        • Managing Approved Documents
          • To Delete Files on an Approved Document
          • To Add a File to an Approved Document
          • To Replace a File on an Approved Document
          • To Modify Files on an Approved Document
        • Creating Renditions
          • To Create Renditions of Files within a Document
        • Actions on AssetWise 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
          • To Create a Tag Using a Form
          • To Create a Tag from a Template
          • To Make a Copy of a Tag
        • 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 Add a Task to the Work Order from the Work Tasks Topic
          • To Add Tasks to the Work Order Graphically, from the Diagram Topic
          • To Move One or More Tasks Graphically
          • To Define Task Links or View Tasks Graphically
          • To Remove a Task Link
        • 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
      • Task Management
        • To Create a Task
        • To Ensure Tasks Inherit Work Order Behaviors
      • 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
        • To View a Snapshot of an Object
        • To Create a Snapshot of an Object
      • 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
        • Favorites
        • Work Exchange
        • Focus
      • System Admin Tab
      • Start Page Tab
      • Action Bar
      • Status Bar
      • Drop Zone and Basket Icons
      • Scope Selector
      • Basket
      • Publisher
      • Menus
        • File Menu (Alt-F)
        • Edit Menu (Alt-E)
        • View Menu (Alt-V)
        • Tools Menu (Alt-T)
          • Customize Layout Dialog
          • Options Dialog
          • Viewer Settings Dialog
        • Window Menu (Alt+W)
        • Help Menu
      • 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
    • AssetWise 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
  1. AssetWise Director Help

AssetWise Director Help

  • Getting Started
  • AssetWise Administration
  • Using AssetWise Director
  • Application Reference
  • Topic Reference
  • AssetWise Glossary