Master Document

Create Master Document

Master Documents and Revisions can be created manually or created using AirOS CoPilot

Access the Documents module

Create Master Document (manually)

Select "Create" in the Master Documents table
The new Master Document will be shown in "Edit Mode".

A master document must have
  • Document number (SB #, AD # etc.)
  • Document title.

You can also set
  • Author
  • Selected from list of Contacts (that are registered as Authors)
  • Type
  • Document type (AD, SB, ASB, TCDS, OPS.B3 etc.)
  • Tags
  • Customisable tags to organise documents (multiple selection)
  • Dates
  • Issue Date
  • Receipt Date
  • Effective Date

Document Types, Authors and Tags are managed in different modules.



Permissions

Permission
Activity
View
Allows access to view Master Documents and Revisions
Edit
Allows access to create and modify Master Documents and Revisions

Next Steps