Add a Record Document
Perform the following steps to add a record document to track a drawing and its revisions.
To file a record document from Project Center
1. |
If you are not already there, open the Document Control activity center by clicking Document Control from the Project Home activity center or from the Activities list. |
2. |
Click Add a Record Document from the Tasks panel to open the Add a Record Document dialog box, as shown here: |
3. |
Enter a number for the record document in the Number field. |
4. |
Enter a title in the Title field. |
5. |
Click Scale to open the Choose Scale dialog box to select the scale of the drawing. |
6. |
Click Size to open the Choose Size dialog box to select the drawing sheet's size. |
7. |
Click Owner to open the Choose a Project Team Member dialog box to select the record document's owner. |
8. |
Click Team Members to open the Choose a Project Team Members dialog box to choose the project team members involved with the record document. |
9. |
Click Disciplines to open the Choose Disciplines dialog box to select a discipline. |
10. |
Click Purpose to open the Choose Purpose dialog box to select the purpose of the record document. |
11. |
Click Type to open the Choose Type dialog box to select types for the record document. |
12. |
Enter a character to use as the prefix for numbering the record document's revisions in the Prefix field, such as P for Preliminary or C for Construction. |
13. |
Enter a character to use as the suffix for numbering the record document's revisions in the Suffix field. |
14. |
The Revision ID field indicates the numbering scheme. You can enter your own. |
15. |
Locate and select the revised file in the Revision Filename field by clicking the button. |
16. |
Enter a description of the file revision in the Revision Description field. |
17. |
Select the state of the revision from the State field. |
18. |
Add any additional information as needed in the Description, Supporting Documents, Email Log, and Related Items tabs. Refer to the Document Control activity center topic for information about these tabs. |
19. |
Click OK. Project Center files the record document in the Document Control activity center. |