Document List Management

The various tasks that an administrator can perform on each request: using the Document List Management in NPD Administration are:

  • To define a predefined list of documents for the management of the document associated with requests.
  • To define status of the document type to ‘Active’ or ‘Inactive’.

  1. From the global toolbar, click Tools > NPD Admin > Document List Management
  2. Enter the following fields:

    Field NameDescription
    Request TypeSelect the Request Type for which the document has to be generated from the drop-down list. The options available in the list is based on Part Administration settings.
    Part TypeSelect the Part Type on which the documents has to be created from the drop-down list. The Part Types displayed in the list are based on the selected Request Type and Part Administration settings.

  3. Click Next.

    The Document List For Request table contains following columns:

    Column NameDescription
    Document Type
    • If the Part Type is not selected in the first page then only the documents for the selected requests are displayed.
    • If Part Type is selected in the first page then the document for both the Request and Part Type are displayed.
    • You can Add or Remove the documents from the list. The documents displayed are defined by the User.
    Active/ Inactive
    • Select Active option to display the document in the Create request page.
      Note: Only those documents that have an active status will be displayed in the create request page.
    • If Inactive options is selected then the selected Mandatory option is unchecked.
    MandatorySelect the check box if the document is mandatory for the request. If this option is selected the document automatically becomes Active.

    The following options are available on the page toolbar:

    • Add: Click to add a new Document Type row.
    • Remove: Click to remove the selected Document Type

  4. After entering the field values use the following:

    • Previous: Click to view the previous page.
    • Apply: Click to save the changes and the page is refreshed.
    • Done: Click to save the changes and the page is closed.
    • Cancel: Click to close the page, if you close the page without using Apply the changes are not saved and the page is closed.