Publication Date: 11/12/2024
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TraxDoc Authorization Management, General TabThe TraxDoc Authorization Management option allows users to view and modify TraxDocs (if required) and release the TraxDoc so that it can be sent to the TraxDoc Authorization Queue (TraxDoc/Explorer/TraxDoc Authorization). Once an TraxDoc has been created and that TraxDoc is pending Authorization, the TraxDoc will appear in the TraxDoc Authorization Management queue awaiting modification and then release to Authorization. The Engineering Authorization Management, General tab is used to query TraxDocs that are pending authorization based on the following search criteria. Enter any of the below search criteria to query for a desired TraxDoc and select the Find button. As with the majority of the query selection on the system, it is better to select as many parameters as required to minimize the search result. Enter the TraxDoc information to locate the TraxDoc to release for authorization. Query: The following information/options are available in this window: Status Drop Down Use the Status drop down to select the status of the TraxDoc Authorization records that are being queried. Document No. The document number of the record being queried. Category The category associated with the TraxDoc Authorization records that are being queried. Customer The customer associated with the TraxDoc Authorization records that are being queried. Vendor The vendor associated with the TraxDoc Authorization records that are being queried. Assign To The employee the TraxDoc Authorization record is assigned to. TraxDoc No. The TraxDoc number of the record being queried. Parent TraxDoc The parent TraxDoc associated with the TraxDoc Authorization records that are being queried. Revision The revision associated with the TraxDoc Authorization records that are being queried. Chapter The chapter associated with the TraxDoc Authorization records that are being queried. Section The section associated with the TraxDoc Authorization records that are being queried. Company Drop Down Use the Company drop down to select the appropriate external company associated with the TraxDoc Authorization records that are being queried. Aerodox Flag checkbox Select this checkbox restrict the system to query only for TraxDoc Authorization records that are designated as AeroDox documents. _____________________________________________________________________________________ Results: The following information/options are available in this window: Traxdoc NO The TraxDoc number associated with the TraxDoc Authorization record. Document NO The document number associated with the TraxDoc Authorization record. Revision The revision number of the TraxDoc Authorization record. Status The status of the TraxDoc Authorization record. Category The category associated with the TraxDoc Authorization record. Title The title of the TraxDoc Authorization record. _____________________________________________________________________________________ The Export as Excel The Filter/Sort |
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Publication Date: 11/12/2024
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