MoversSuite Administration > Operations > Equipment Document Type
Use this setup to establish types for Equipment Documents. View the Equipment Documents Setup topic for detailed information on applying this setup.
To create a new Equipment Document Type Setup record, set the fields and options, if used, in New Equipment Document Type and click Add.
Figure 61: New Equipment Document Type Setup
The following table describes the fields and functions within this setup:
|
Field |
Description |
|
Equipment Document Group |
Select an option to have it list within the Documents (Equipment) tab. Options in the dropdown are set within Equipment Document Group Setup. |
|
Description |
Enter the name of the type (up to 64 characters). The type provides security and access privileges to documents added to the system. The values set for the type are available through Add Document, Edit Equipment Document, and Equipment Document Type Security Setup. |
|
Is Secure |
Setting this flag makes documents assigned to this type secure, which means that you can only add and view this type of document if you are assigned to the type through Equipment Document Type Security Setup. |
|
Inactive |
Check this flag to inactivate this type; the type no longer appears as an available option for Equipment Documents. Types marked as inactive remain assigned to documents and are visible within the Documents tab in Equipment Setup and within the Documents (Equipment) tab. |
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