To better support the operators, you can configure relevant documents to be
automatically attached to incidents based on type, time and location of occurrence, and
recipients. You can attach a document to the incident itself, or to a specific step within the
standard operating procedure (SOP).
Procedure
-
From the Config Tool home page, open the
Incident configuration task.
-
Click the Document management view, and then click Add
an item ().
-
In the Document properties dialog box, do one of the
following:
- Click File, and enter the path to the document you want to
add. The path is local to your Config Tool
workstation.
- Click URL, and enter the URL of a document on the
web.
Files are copied to the Mission Control
document library where they remain available, but URLs only function if the external
source remains available.
-
Enter the Name and the Description
(optional) of the document.
-
Enter a new Tag or select an existing one.
-
Configure the settings used to determine whether this document is attached to an
incident.
Attached documents appear in the
Related documents section of the
Incident tab in the dashboard. To attach this document to an
incident, you must configure at least one of the following settings:
- Incident type
- The document is attached if the incident matches one of the configured incident
types.
- Schedule
- The document is attached if the incident is triggered at a time covered by one of
the configured schedules.
- Location
- The document is attached if the incident is occurring at one of the configured
locations (areas).
CAUTION:
Child areas are not considered. If the
document must also be attached because the incident occurs at some of the child
locations, you must add them manually.
- User / User group
- The document is attached if the incident recipient matches one of the configured
users or user groups.
If multiple settings are configured, the incident must match them all in order for
the document to be attached. The same criteria apply if the document is associated to a
step of an SOP.
-
Click Add.
Results
A new row is added to the document list. If you added a file, a copy of that file is
made and stored in the Mission Control library folder.
Click the link in the
Name column to view the document, or double-click
the row to change the document properties.
Example
NOTE:
Although we do our best to keep our videos current, the
information presented in this video might become outdated with each new release. If you
find anything wrong with this video, feel free to contact
us.