Description
The Overview datagroup is designed to store all the documents e.g. competence certificates, medical, travel and enclosed documents, pertaining to crew members. By following these guidelines, you will be well on your way to:
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Once distributed, the documents are added as enclosed documents pertaining to a crew member.
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Before proceeding, make sure the access rights for the 305 Enclosed documents basket routine are granted to you in Adonis Control Center. |
Upload Documents to Basket
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The uploaded document becomes available in the Document in the Basket grid:
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Previewing a document in the Basket is only available in case the Show Preview option is enabled under Options on the ribbon. |
Distribute Documents to Datagroups
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Alternatively, you can associate a document with a new datagroup record. For this, in the Distribute section, click the Link scan to new button and fill in the fields on the displayed dialog. As a result, a new datagroup-dependent specific record is added with an attached scan. |
As a result, the document is now attached to the selected record in the respectivedatagroup:
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Basic Commands
Basket offers you a set of tools for processing documents. They are available on toolbar:
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Scan allows scanning a document that will be added directly to the Basket. If you have several scanners, please use Scan > Select Source and select the scanner to use.
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The format of the scanned document is predefined in Global Options > Enclosed documents > Scan Setup:  |
Delete (enabled only in case a document is uploaded to the Basket). Click the button to remove the selected document from the Basket.
View (enabled only in case a document is uploaded to the Basket). Click the button to open the selected document in the Basket with the application set by default.
Options > Show Preview enables a file preview in the Preview section of the Basket.
Housekeeping
When first launched, the Basket functionality requires a one-time setup. This section provides step-by-step instructions on how to get it set up.
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In the Attachment options section set, :
Maximum Document Size . Please define size in KB(KB). Set the maximum allowed document size. The system will automatically check checks every file that comes to Basket whether it fits the predefined size. No matter if you add it using a clipboard or scanning directly to the basket. If a file is larger than the permitted size, the system generates a warning message & stops adding the process. Automatically convert to .pdf / Keep original document format. These options define the format given to the file when it is distributed.
If you choose to convert stored files to .pdf, the system will automatically perform its compression to reduce file size – to be in compliance with the maximum permitted in Global Options > Enclosed Documents:
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Default Document Type when Distribute section.
It is necessary to define a default document type that will be created at the moment of distribution to any datagroup. To avoid incorrect system behavior, please set this section up before you start working with the basket.
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is above the file size limit, a warning message appears and the process is abrupted.
Automatically convert to .pdf / Keep original document format.
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You should add all needed document codes in General Codes > Enclosed Document Codes beforehand. |
Functionality: Adding and Distributing
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Travel;
Medical;
Competence;
Enclosed Documents;
Photo.
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To have access to the Basket you should have corresponding rights set for routine 305 Enclosed documents basket in ACC. |
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Distribution from Basket
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Select the option based on your preferences.
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If you select the Automatically convert to .pdf option, the uploaded documents will be compressed to fit the maximum allowed size predefined in Global Options > Enclosed Documents:  |