Configuring the Document Viewer Step for Assisted Treatment

Scenario: You want to set up a document viewer step to make it available for assisted treatment.

 

Reference: For background information, see Procedure Step Workspace.

 

Workflow diagram:

 

 

Prerequisites:

  • System Manager is in Engineering mode.
  • System Browser is in Management View.
  • You already created at least an operating procedure. For instructions, see Configuring Operating Procedures for Assisted Treatment.
  • One or more document objects (files or web links) or document-related items are available under Applications > Documents.

 

Steps:

1 – Create the Document Viewer Step
  1. Select Project > System Settings > Operating Procedures > […] > [operating procedure].
  • The Operating Procedures tab displays.
  1. Click New and select New Step Document Viewer.
  1. In the New object dialog box, enter a name and description, and click OK.
  • The new step is added to System Browser.

 

2 – Configure the General Settings for the Step

You must specify the general parameters of an operating procedure step.

  1. Select Project > System Settings > Operating Procedures > […] > [operating procedure] > [step].
  1. In the Operating Procedure tab, open the General Settings expander.
  1. Enter values in the following fields:
  • Repeatable
  • Mandatory

 

3 – Configure the Additional Settings for the Step

You must specify the additional parameters of an operating procedure step.

 

Option 1 – Get Link from Related Items

To automatically link the first document-related item available for the point that when in alarm will trigger the operating procedure:

  1. In the Operating Procedure tab, open the Additional Settings expander.
  1. Select Get Link from Related Items.
  • This is the resource that will be displayed along with the step during assisted treatment.

 

Option 2 – Fixed Links

To manually link any documents to display along with this procedure step during assisted treatment:

  1. In the Operating Procedure tab, open the Additional Settings expander.
  1. Select Fixed Links.
  1. In System Browser, select the Manual navigation check box.
  1. Select Application View.
  1. Select Applications > Documents.
  1. Drag-and-drop any documents to the Links text box.
  1. (Optional) Use the Move Up and Move Down buttons to change the order of the links or the Remove button to remove unwanted ones.
  1. (Optional) You may want to restrict in what situations a particular document should display. For details, see Filters of a Procedure Step.
    a. Select the step in the Links text box.
    b. Open the Filters expander.
    c. Do one or more of the following:
    - Open the Time and Organization Mode expander and specify the time-dependent pre-conditions that will cause this document to display. For details, see Time and Organization Mode Conditions.
    - Open the Events expander and specify the combination of events that will cause this document to display. For details, see Events Conditions.

 

4 – Save the Step
  1. Click Save or Save As .
  1. (Only for Save As) In the Save Object As dialog box:
    a. Select the main Operating Procedures folder or any subfolder under it.
    b. Enter a name and description.
    c. Click OK.