WorkflowLinked Documents in Schedules
In the Linked Documents area, you can attach a document or web site address for the person performing a running workflow task (or a subprocess task step) to reference. These documents can include anything that an operator requires to perform or complete an operation.
Linked documents appear in the Documents panel in the Task List and Task Management while a workflow is in a run-time state. They are embedded in this panel unless your Microsoft Windows configuration does not allow this, and can be in any application format that the user's workstation supports. However, if a document opens outside the linked documents panel, the user is responsible for closing it.
Note: You must have the ability to apply or assign documents to a task.
Tip: When you link a document at the workflow level, that is, to a task, it remains open while the task runs (unless the user closes it or opens another document). All embedded documents close automatically when a task is completed.
Example
If a maintenance operator is performing a maintenance task on a piece of equipment that he has not worked on for some time, the service manual can be an important reference. The service manual can be linked and then viewed for reference while carrying out the maintenance work.
| Attribute | Value | Description |
|---|---|---|
| Linked Documents list | User-defined | Displays a list of documents that are linked to the workflow/subprocess. They can be arranged by:
|
| Add | User-defined | Click this button to add a linked document to the current workflow or subprocess for this schedule. |
| Delete | User-defined | Click this button to remove a linked document from the current workflow or subprocess for this schedule. |