Defining entities for electronic records and signatures - HxGN EAM - 12.0.1 - Help - Hexagon

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HxGN EAM Version
12.0.1

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

  1. Select Administration > Security > eRecords Setup.

  2. Click New Record.

  3. 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.

  4. Click Save Record.