Document Management Types Screen Field Reference

Each tab contains a Memo field for you to enter any comments or notes about the item. You can enter formatted text in this field. Select to open the Formatted Text Editor.

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  • - add a row
  • - delete the active row
For additional tips on using grids, see Grids.
Note: About the entries in this screen:

Codes contain alphanumeric characters and can consist of multiple words, but cannot begin or end with a space.

Alphanumeric characters include the letters A through Z, the numerals 0 through 9, and all special characters except comma, dash, period, percent, tilde, and single quote.

Status Types tab

Use this tab to define status types for documents. Status types set the active/inactive state of a document. There are two predefined status types: Open, which sets the document state to active, and Closed, which sets the document state to inactive. Status types are used with document routing distributions to allow users to approve or reject documents. Document routing distributions are closed when all distributions are set to a status type that sets the distribution to a state of inactive. You can define additional status types as needed. For example, if you are using document routing distributions, you might define types for in review, approved, and rejected.

FieldDescription
Status TypeEnter a code of up to eight alphanumeric characters to identify the status type.
NameEnter a name for the status type.
Sets Document State ToSelect the state to apply to a document with this status type.
StatusSelect the status for the status type.

Activity Types tab

Use this tab to define activity types for documents. Viewpoint Estimating has four predefined activity types:

  • Print - Viewpoint Estimating records this type of activity on the Document Activity tab when the document is printed using the On Save of Document option.
  • Email - Viewpoint Estimating records this type of activity on the Document Activity tab when the document is emailed using the On Save of Document option.
  • Import - Viewpoint Estimating records this type of activity on the Document Activity tab when the document is imported into Viewpoint Estimating.
  • Export - Viewpoint Estimating records this type of activity on the Document Activity tab when the document is exported.
    Note: Not all of the predefined activity types apply to all document types.

You can define additional activity types as needed. For example, you might define types for reviewing and mailing. Viewpoint Estimating does not automatically record activities for additional activity types.

FieldDescription
Activity TypeEnter a code of up to eight alphanumeric characters to identify the activity type.
NameEnter a name for the activity type
StatusSelect the status for the activity type.

Issue Types tab

Use this tab to define issue types, which are used to categorize issue documents. You can also set the default document form associated with each issue type. For example, you might define types for issues based on the severity of the issue, such as minor, moderate, and severe.

FieldDescription
Issue TypesEnter a code of up to eight alphanumeric characters to identify the issue type.
NameEnter a name for the issue type.
Report FormEnter the code that identifies the default report form for this issue type or select the report form from a Lookup List.
StatusSelect the status for the issue type.

RFI Types tab

Use this tab to define request for information (RFI) types, which are used to categorize RFIs. You can also set the default document form associated with each RFI type. For example, you might define types for RFIs based on whether you are sending or receiving the RFI, such as created and received.

FieldDescription
RFI TypesEnter a code of up to eight alphanumeric characters to identify the RFI type.
NameEnter a name for the RFI type.
Report FormEnter the code that identifies the default report form for this RFI type or select the report form from a Lookup List.
StatusSelect the status for the RFI type.

Submittal Types tab

Use this tab to define submittal types, which are used to categorize submittals. You can also set the default document form associated with each submittal type. For example, you might define types based on the status of the submittal, such as original, modified, and final.

FieldDescription
Submittal TypeEnter a code of up to eight alphanumeric characters to identify the submittal type.
NameEnter a name for the submittal type.
Report FormEnter the code that identifies the default report form screen for this submittal type or select the report form from a Lookup List.
StatusSelect the status for the submittal type.

Daily Field Report Types tab

Use this tab to define types used on daily field reports to categorize conditions, absences, and incidents.

FieldDescription
Temperature Types sub-tab - Use this sub-tab to define temperature types to categorize temperature conditions in daily field reports. For example, you might define types for ranges of temperatures, such as 61-70 degrees, 71-80 degrees, and so on.
Temperature TypeEnter a code of up to eight alphanumeric characters to identify the temperature type.
NameEnter a name for the temperature type.
StatusSelect the status for the temperature type.
Precipitation Types sub-tab - Use this sub-tab to define precipitation types to categorize precipitation conditions in daily field reports. For example, you might define types for none, rain, snow, and so on.
Precipitation TypeEnter a code of up to eight alphanumeric characters to identify the precipitation type.
NameEnter a name for the precipitation type.
StatusSelect the status for the precipitation type.
Sky Types sub-tab - Use this sub-tab to define sky types to categorize sky conditions in daily field reports. For example, you might define types for clear, partly cloudy, overcast, and so on.
Sky TypeEnter a code of up to eight alphanumeric characters to identify the sky type.
NameEnter a name for the sky type.
StatusSelect the status for the sky type.

Wind Types sub-tab - Use this sub-tab to define wind types to categorize wind conditions in daily field reports. For example, you might define types for none, breezy, gusty, and so on.

Wind TypeEnter a code of up to eight alphanumeric characters to identify the wind type.
NameEnter a name for the wind type.
StatusSelect the status for the wind type.
Absence Reason Types sub-tab - Use this sub-tab to define absence reason types to categorize employee absences in daily field reports. For example, you might define types for vacation day, sick, unexplained, and so on.
Absence Reason TypeEnter a code of up to eight alphanumeric characters to identify the absence reason type.
NameEnter a name for the absence reason type.
StatusSelect the status for the absence reason type.
Incident Types sub-tab - Use this sub-tab to define incident types to categorize job site incidents in daily field reports. For example, you might define types for major accident, minor accident, safety citation, and so on.
Incident TypeEnter a code of up to eight alphanumeric characters to identify the incident type.
NameEnter a name for the incident type.
StatusSelect the status for the incident type.

Checklist Types tab

Use this tab to define checklist types which are used to categorize checklists. You can also set the default document form associated with each checklist type. For example, you might define types for checklists based on when the checklist is used on the project, such as safety and punch list. Viewpoint Estimating has one predefined Checklist type: ACSCSM - American Compliance Systems Construction Safety Manual Checklists.

FieldDescription
Checklist TypesEnter a code of up to eight alphanumeric characters to identify the checklist type.
NameEnter a name for the checklist type.
Report FormEnter the code that identifies the default report form for this checklist type or select the report form from a Lookup List.
StatusSelect the status for the checklist type.

Project Plan Types tab

Use this tab to define project plan types which are used to categorize project plans. You can also set the default document form associated with each project plan type. For example, you might define types for project plans based on project size, such as small, medium, and large.

FieldDescription
Project Plan TypesEnter a code of up to eight alphanumeric characters to identify the project plan type.
NameEnter a name for the project plan type.
Report FormEnter the code that identifies the default report form for this project plan type or select the report form from a Lookup List.
StatusSelect the status for the project plan type.

Meeting Minutes Types tab

FieldDescription
Meeting Minutes type sub-tab - Use this sub-tab to define meeting minutes types which are used to categorize meeting minutes. You can also set the default document form associated with each meeting minutes type. For example, you might define types for a project kickoff meeting and a project status meeting.
Meeting Minute TypeEnter a code of up to eight alphanumeric characters to identify the meeting minutes type.
NameEnter a name for the meeting minutes type.
Report FormEnter the code that identifies the default report form for the meeting minutes type or select the report form from a Lookup List.
StatusSelect the status for the meeting minutes type.
Agenda Topics sub-tab - Use this sub-tab to define agenda topics for use in meeting minute documents to organize agenda items by a topic category. For example, you might define topics for each trade, each division, Safety, Open Items, and so on.
Agenda TopicEnter a code of up to eight alphanumeric characters to identify the agenda topic.
NameEnter the name for the agenda topic.
StatusSelect the status for the agenda topic.

Drawing Types tab

Use this tab to define drawing types, drawing page disciplines, and drawing package types which are used to categorize drawings and drawing packages.

FieldDescription
Drawing Types sub-tab - Use this sub-tab to define drawing types which are used to categorize drawings. You can also set the default document form associated with each drawing type. For example, you might define types for preliminary, final, and so on.
Drawing TypeEnter a code of up to eight alphanumeric characters to identify the drawing type.
NameEnter a name for the drawing type.
Report FormEnter the code that identifies the default report form for the drawing type or select the report form from a Lookup List.
StatusSelect the status for the drawing type.
Drawing Page Disciplines sub-tab - Use this sub-tab to define drawing page disciplines which are used to categorize drawings. For example, you might define types for electrical, plumping, mechanical, and so on.
Drawing Page DisciplinesEnter a code of up to eight alphanumeric characters to identify the drawing page discipline.
NameEnter a name for the drawing page discipline.
StatusSelect the status for the drawing page discipline.
Drawing Package Types sub-tab - Use this sub-tab to define drawing package types which are used to categorize drawing packages. You can also set the default document form associated with each drawing package type. For example, you might define types for preliminary, final, and so on.
Drawing Package TypeEnter a code of up to eight alphanumeric characters to identify the drawing package type.
NameEnter a name for the drawing package type.
Report FormEnter the code that identifies the default report form for the drawing package type or select the report form from a Lookup List.
StatusSelect the status for the drawing package type.

Order Types tab

Use this tab to define order types which are used to categorize purchase orders, subcontracts, and subcontract change orders. You can also set the default document form associated with each order type.

FieldDescription

Purchase Orders sub-tab - Use this sub-tab to define purchase order types to categorize purchase orders. For example, you might define types for office supplies, inventory, project-related, and so on.

Purchase Order TypeEnter a code of up to eight alphanumeric characters to identify the purchase order type.
NameEnter a name for the purchase order type.
Report FormEnter the code that identifies the default report form for this purchase order type or select the report form from a Lookup List.
StatusSelect the status for the purchase order type.
Subcontracts sub-tab - Use this sub-tab to define subcontract types to categorize subcontracts. For example, you might define types for small, medium, large, and so on.
Subcontract TypeEnter a code of up to eight alphanumeric characters to identify the subcontract type.
NameEnter a name for the subcontract type.
Report FormEnter the code that identifies the default report form for this subcontract type or select the report form from a Lookup List.
StatusSelect the status for the subcontract type.
Subcontract Change Orders sub-tab - Use this sub-tab to define subcontract change order types to categorize subcontract change orders. For example, you might define types for small, medium, large, and so on.
Subcontract Change Order TypeEnter a code of up to eight alphanumeric characters to identify the subcontract change order type.
NameEnter a name for the subcontract change order type.
Report FormEnter the code that identifies the default report form for this subcontract change order type or select the report form from a Lookup List.
StatusSelect the status for the subcontract change order type.

CMR Change Reasons

Use this tab to define change reasons which are used to track changes made to change order requests. For example, you might define types for customer requested, issue on site, original material unavailable, and so on.

FieldDescription
Change Reason TypeEnter a code of up to eight alphanumeric characters to identify the change reason type.
NameEnter a name for the change reason type.
StatusSelect the status for the change reason type.

Owner CO Types

Use this tab to define owner change order types. You can also set the default document form associated with each owner change order type. For example, you might define types for small, medium, large, and so on.

FieldDescription
Owner CO TypeEnter a code of up to eight alphanumeric characters to identify the owner change order type.
NameEnter a name for the owner change order type.
Report FormEnter the code that identifies the default report form for this owner change order type or select the report form from a Lookup List.
StatusSelect the status for the owner change order type.

Field Order Types

Use this tab to define field order types and field order stages.

FieldDescription
Field Order Types sub-tab - Use this sub-tab to define field order types. You can also set the default document form associated with each field order type. For example, you might define types for small, medium, large, and so on.
Field Order TypeEnter a code of up to eight alphanumeric characters to identify the field order type.
NameEnter a name for the field order type.
Estimated HoursEnter the estimated number of hours for a field order of this type.
Report FormEnter the code that identifies the default report form for this field order type or select the report form from a Lookup List.
StatusSelect the status for the field order type.

Field Order Stages sub-tab- Use this sub-tab to define field order types. You can also set the default document form associated with each field order type. For example, you might define types for pending, committed, assigned, and so on.

OrderDisplays a 5-digit numeric value used to sort the field order stages. If you want to override the sort for the item, enter a new number. The stage on a new field order will default to the first stage based on this order.
Tip: You may want to leave gaps in your Order values, such as intervals of ten. This makes it easy to insert or rearrange fields later.
Field Order StageEnter a code of up to eight alphanumeric characters to identify the field order stage.
Note: Alphanumeric characters include the letters A through Z, the numerals 0 through 9, and all special characters except comma, dash, period, percent, tilde, and single quote. In addition, the code cannot begin or end with a space.
NameEnter a name for the field order stage.
Set Field Order Status ToSelect the status to apply to a field order with this status type.
StatusSelect the status for the field order stage.