...
By creating the link, efficiencies are created in saving time on searching the network for job files and makes important files easily accessible to a wide range of personnel.
...
| Info | ||
|---|---|---|
| ||
| If it is part of the pre-site process that the Plan of Subdivision is scanned and saved in a specific folder, then it is readily accessible to any user of Framework during contract management, permit management or construction. |
What To Do
Requirements
- Ensure the destination server has sufficient capacity to hold the files.
- If using a custom file location, ensure all users have access to this location.
...
Once the Job Linked Files functionality is activated all new jobs that are created will automatically have the Job Linked Files folders created, as per the Template Structure Folder Name specified.
| Info |
|---|
...
| If template files are created for each new job (e.g., template CAD files or standard documentation), these can be created automatically by storing the source files in the relevant folders in the Template Root Folder. |
Initial Update Of Job Linked Files For All Jobs
...
- Open the Production module.
- From the File menu, select Database Tools. The Database Tools screen will be displayed.
- From the Database Tool list, select Linked Files - Create Job Folders.
- From the General list, select the relevant options:
- Apply To
- Region/Division
- Context
Criteria
Tip
...
To minimise the time it takes to complete the update, it is advisable that the Apply To field be set to each Major Stage.
- Click Start to update the jobs. A confirmation dialog will appear advising how many jobs will be updated. Click the OK button to proceed.
- When the update has successfully completed, a dialog will appear advising how many jobs were updated. Click the OK button to close.
...
- Open the Production module.
- From the CRM menu, select Linked Files. The Linked Files screen will be displayed.
- Select the Folder Browse tab.
- Clicking any folder will display a list of files saved in that particular folder.
...
| Info |
|---|
| To open the files, the user must have the relevant program installed. |
Linked Files Tab
It may be the case that some files in the folders are not required to be maintained throughout the progress of the job, and there are some files that will want to be directly linked to the job and a record kept. These files can be linked to the job to create a path.
- Open the Production module.
- From the CRM menu, select Linked Files. The Linked Files screen will be displayed.
- Select the Linked Files tab.
...
| Info |
|---|
| Tablet users are able to view the same linked and folder browse areas once the specific sync has occurred. |
User Acceptance Testing (UAT) And Training
...