To Access the Document Module, you need to click on the Icon at the bottom of the Page:
This will present the following screen.
The Documents module can be setup using Tabs (as in the above example). Within each tab you can create a document structure, the Notices and Airfield Briefings are defined as Buttons.
If you have the relevant access rights the Document Manager can shift between the Tabs and see what Buttons are available in each area.
My Documents to Read – Refers to the list of documents that the signed in individual requires to read.
My Documents to Update (not shown above) – Refers to the list of documents that require updating.
If the Main Document Type Does not have any department tabs, then the screen would look like this.
Documents are distributed via Roles, as this individual isn’t on the distribution list for the ‘Notices’ Button it will not appear in their document structure. If they were to be added to this distribution list, they would see the button where this document sits in.
Search Functionality
Both the user and the documents manager can search for specific text within the Documents Module.
By typing in the search bar ‘the word’ they wish to find at the top they can search either within the Title only or within both the title and content. Click on ‘Search’ will show the results:
The documents module can be configured via Centrik to show a number of text, date and or version fields so each client site may contain subtle differences.
The main function of adding, editing, withdrawing, creating new version and deleting documents remains the same despite any personal configuration options being applied.
Document Types (configuration option)
It is possible to categorise the documents that are loaded onto Centrik by using category Headers or Types. If required, this can be enabled by Centrik.
When you add a document to the system this will allow you to categorise it under a specific heading, for example Flight Operations, Security, Ground Operations etc.
Manage Type can be found by clicking on one of the folders/buttons within a document landing page or subsystem landing page.
As an example, clicking on the ‘Notices’ button will display the options within that folder.
Each type must be unique.
Adding a new type
1. Navigate to the folder that you wish to add a type to
2. Click on the ‘Manage Type’ button
3. Click on the ‘Add’ button
4. Enter the title in the blank field that is enabled.
5. Click on the ‘Save’ button to continue.
The double ended arrows allow you to adjust the order of the types, simply drag and drop in the correct area and click on the ‘Save’ button.
Adjusting the type title
1. Click on the ‘Edit’ button.
2. Adjust the title.
3. Click on the ‘Save’ button.
Removing a type
1. Click on the ‘Edit’ button.
2. Select the ‘X’ at the end of the type.
3. Click on the ‘Save’ button.
If a type is associated with a document, removing it will delete that type.