Getting Started with Document Handling

To get started with the Document Handling module:

1. (If necessary) Check that the the Document Handling feature is enabled in your TM Master system.
2. (Accessible for admin users only) Go Document Handling -> Overview to open the Document Handling module.
3. Perform any of the steps listed below:
   • Import your files onto the QA Handbook tab to further distribute them across your unit(s)

(Figure 1. Importing your files (the QA Handbook tab).)

• View your files available on your DB (using the Owner Types tab.) (Figure 2. Getting the overview of TM Master files (the Owner Types tab).)

1. Once you can access your files on either of the QA Handbook or Owner Types tabs, use the following control items to access the Document Handling features:
   • Right-click menu of the tree on the QA Handbook tab -- to perform actions specific to the imported files ( Importing Files: QA Handbook)

• The right hand side pane functionality -- to access the most part of the functionality (How to add a single file?, How to Add File To different modules/entities, File Metadata tabs).

The File Properties window is available for any files within your TM Master system.

• The Document Administration section -- to monitor how users, crew members progress in reading documents they are required.

• Special Documentation section notifies users of new documents they are required to read, or updates of documents they have already confirmed read. ( “How-to” for Users Required/Recommended to Read a Document)

• Special right-click menu is available for all files throughout TM Master to edit the file, view details, or add it to QA Handbook is available for all users of your system (if not restricted to certain users).