Document Category Master
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Introduction/Purpose
The Document Category Master module is dedicated to simplifying and optimizing the intricate landscape of documentation within the oil and gas industry. The proper organization and management of documents play a pivotal role in ensuring smooth operations, regulatory adherence, and effective decision-making. By providing a structured framework for categorizing, managing, and accessing a wide range of documents, this module empowers organizations to enhance efficiency, compliance, and collaboration across all operational facets.
Dependencies
System Performance & DB: The system should function properly to save the document category details into the database. Besides, the system should be able to access the document categories whenever required.
Document Category List
There are two ways to open the list of document categories, as mentioned and shown below.
- Click on the “Document Category Master” under the “Masters” menu as shown below.
- Click on the “Document Category Master” from the site map under the “Masters” module as shown below.
Add A Document Category
To add a document category, follow the below steps.
Step 1: To open the document category list screen, follow the steps mentioned in the section “Document Category List”.
Step 2: Click on the “+ Add New” button as shown below.
Step 3: Enter the category name, category code and set status of the new document category in the “Add Document Category Form”, as shown below.
Step 4: Click the “Save” button to save the document category.
Update Document Category
To update a document category, follow the below steps.
Step 1: To open the document category list screen, follow the steps mentioned in the section “Document Category List”.
Step 2: Click on a “Document Category Name” from the document category list.
Step 3: Update the details that are auto-populated in the fields, as shown below.
Step 4: Click on the “Update” button to update the document category, as shown below.
