You can define standard documents for discrete jobs, repetitive schedules, and job/schedule operations. Standard documents can then be attached to discrete jobs, repetitive schedules, and operations as required.

You can define standard job and schedule documents and then attach them to jobs and repetitive schedules. You can use the Job and Schedule Documents window to create a catalog of standard job and schedule documents. You can then attach these documents to your jobs and repetitive schedules.

To define standard job and schedule documents:

• Navigate to the Job and Schedule Documents window. See the procedure for Defining Operation Documents

You can use this window to create a catalog of standard operation documents. You can then attach these documents to your work in process routing operations in the Operations window.

To define standard operation documents:

1. Navigate to the Operation Documents window.

2. Enter a value in the Category field and any applicable description.

   Categories control which windows can access the document. Each window enabling attachments must list the document categories it can access.

3. In the Source Region, select a Document Datatype. Your choices are:

   • Document Reference: Reference to any type of document accessed through a document management system.

   • Short Text: Text stored in the database containing less than 2000 characters. This is entered in the Document block.

   • Long Text: Text stored in the database containing 2000 characters or more. This is entered in the Document block.

     Note: For Oracle Work in Process reports that print attachments, only the Short Text datatypes print. However, you can view Long Text datatype attachments in the Document block.

   • File: A file created in another application such a word processing or image file. When these types of files are opened in the Attachments window, a web browser window is invoked to view them.

     Web Page: A URL reference to a web page, a web browser window is invoked to view the page.

4. In the File field, enter the name of the file or URL for selected datatypes File or Web Page.

5. In the Usage region, specify how this document is used. Your choices are:

   • Standard: Document is used until the effective date expires.

   • Template: Document is used as a model for other documents and modified before use.

   • One-Time: Document is used only once.

6. In the Security region, indicate access to this document.

   • In the Type field, select users of the same Organization or Set of Books. Select None if you do not want to limit access.

   • In the Owner field, depending on your choice for security, select an Organization or Set of Books value. If you selected None, this field is disabled.

   • Check the Share check box if you want other users to have access to this document.

7. In the Effective Dates region, select any applicable dates in the From and To fields.

8. The Document block is used to displays the record selected in the Source region.

   If you selected Long Text or Short Text datatypes, enter that text here. If you selected Document Reference, File, or Web Page datatypes, choose Open Document to navigate to a browser window for viewing.

9. You have the option to change the view of the document by selecting a value in the Magnification field.

10. Save your work.