Define entities to take a snapshot of the record or require an electronic signature when you change the status of the record attached to the entity. For example, if your organization requires electronic records of the specific stages of a purchase order, you can define the snapshot for the PORD entity. Or, if your organization requires electronic signatures of status changes to work orders, you can define the electronic signature for the EVNT entity. The system takes the snapshot of the record and/or prompts you (or any user) for an ID, password, and reason when you save the change to the database.
The following table lists the entities for which you can create electronic records and signatures:
Entity |
Description |
Information recorded |
---|---|---|
EVNT |
Event |
Work order, activities, repairable parts, permits |
OBJ |
Equipment |
Equipment and warranties |
RECV |
Receipt (for status transactions) |
Receipt and receipt lines |
RETN |
Returns |
Return and return lines |
STOS |
Store to Store (for status transactions) |
Store-to-store transaction and lines |
PROJ |
Project |
Project and budget |
PICK |
Pick Ticket |
Pick tickets and lines |
PORD |
Purchase order |
Purchase order and lines |
REQ |
Requisition |
Requisition and lines |
RFQ |
Request for Quotations |
|
RFQR |
Quotation |
Quotations and lines |
INRH |
Inspection result header |
|
BORD |
Blanket order |
Blanket order and lines |
INSP |
Inspection results |
Part inspection results |
INV |
Invoice |
Invoice and lines |
CAMP |
Campaign |
|
PTW |
Permit to Work |
|
CASE |
Case management |
|
STTK |
Stocktake (for remembering codes) |
|
FTIC |
Fleet tickets |
|
CHNO |
Change notice |
Change notices and lines |
PREQ |
Production request |
|
CUAJ |
Compatible units adjustments |
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Select Administration > Security > eRecords Setup.
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Click New Record.
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Specify this information:
Entity - Select the entity for which to define electronic records and/or signatures.
Signature Required - Select to indicate that the status change requires a signature.
From Status - Specify the old status of the entity.
To Status - Specify the new status of the entity.
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Click Save Record.