Document

Types of Documents

Certificate – Certificate of Conformity

Annex – Annex or supplementary sheet associated with a certificate of conformity

Photo – Photograph of image

Drawing – Drawing, other than an area classification drawing (e.g. electrical drawings, layouts, installation details)

Justification – Justification for use of equipment with alternative or non-standard certification e.g. Conformity Assessment Document - CAD

Inspection – Inspection record

Calculation – Relevant calculations e.g. Intrinsically Safe, Heat Dissipation

Hazardous Area Classification Document – Hazardous Area Classification document – drawing, report, schedule etc.

Manufacturer Document –Manufacturer Document e.g. operation manual, installation instructions

Qualification – Qualification, CV of Competency document

Other – Miscellaneous

Documents Tab

All documents pertaining to a project may be viewed from the documents tab

View – Opens the selected documents in the Ex-Online document viewer.

Download – Downloads the selected document.

Delete – Deletes the selected documents from the project. Clicking this function will warn the user and tell them how many documents they are about to delete. Deleted documents cannot be retrieved and will be automatically unlinked from relevant equipment items.

Update – Unlike the Equipment tab, items in the document tab cannot be updated through clicking on values in the grid view. Changes are made through the update button, which will open the selected document in the Update Document window. NOTE: This function is disabled if more than one document is selected

Doc. Type – The type of document can be changed using this drop down, for more information on the different types of documents, refer to Document Types

Issue – The Issue/Revision number of the document can be changed here

Doc. No – The document number can be changed here

Desc. – The description of the document can be changed here

Upload File – A new file can be uploaded to replace an existing document, clicking the Browse button will open the file explorer so the user can navigate to the replacement document and upload it.

No changes will take effect until the user clicks the update button, clicking cancel or the close button will discard any changes made

Search / Replace – The search and replace function will find text from the search box within the specified field and replace it with the text from the replace with box. Prefixes and Suffixes can be added to the specified field.

Filter – Filters the equipment and associated equipment to show items linked to the selected documents

Linked Equipment – This column contains the number of items the document is attached to. Clicking this number will apply a filter to Equipment/Associated Equipment showing only items the document is attached to

Type – This field shows what type of document it is, for more information on the different types of documents refer to Types of Documents section below.

Document Number – A document number used to refer to the document

Issue Number – The issue or revision number of the document if relevant

Description – A description of the document

Original Filename – The original filename used to upload the document