What is the difference between Document ID and Document Base ID?
The IDs, consisting of a Base ID and a Document ID, are used as an identification system for documents. This system allows you to track and manage different versions of a document. The Base ID remains constant, while the Document ID changes with each new version.
The base ID acts as a kind of umbrella term or bracket for all versions of a particular document. This makes it possible to access the latest version regardless of the specific document ID. Even if the document ID changes (for example, with shared links), the platform can use the base ID to identify and reference the latest version.
This concept is particularly useful for ensuring that the latest version of a document is always retrieved without users having to know the exact document ID. It also facilitates version management and allows for efficient handling of shared links or references to documents in a system.
How do I insert special characters (e.g. special mathematical characters, etc...) into a step description as text?
In Windows, the [Windows key] + [.] (period) keyboard shortcut opens the Special Characters panel. In the "Special characters" tab, you can select a wide range of special characters and insert them directly into the document.
I decided differently and want to use the IO/NIO interaction instead of the checkbox. Is there a way to change this quickly without having to redo everything?
There are basically two ways to change individual interactions in the documents.
Speed and efficiency through module adaptation:
Adapting a module at the appropriate point enables efficient and quick updating.
This method is particularly effective when content repeats itself in documents.
Manual adjustment if modules are missing:
If no modules are used, manual adjustments are required in each individual document.
In any case, changes made always affect all reports created in the future.
Module customization for quick changes:
If the interactions are contained in modules, changes can be made to the module itself.
A change in the module automatically affects all documents in which this module is used.
My added material images are not displayed in the process step?
Since version 8.82, we have introduced extensive innovations and improvements in the area of materials.
Images uploaded by you are of course still displayed. However, for the purpose of clarity, this is only visible when you expand the corresponding interaction.
Are official ISO 7010 pictograms provided?
Yes, you can simply add the official ISO 7010 pictograms to the corresponding work steps in documents via the "Pictograms" menu item.
You can find out which information, warning and prohibition signs are available from the official sources:
Source 1: http://www.iso7010.de/iso-7010/ (German only!)
Source 2: https://en.wikipedia.org/wiki/ISO_7010
Is a pictogram missing from the official list? Please contact our support team via the blue chat button - we will be happy to help!
Your own pictograms are also possible - as long as the requirements are met:
it must be clearly defined / does it have a valid source?
the pictogram image must be submitted as an .SVG file
and we need the exact English and German description / title for this pictogram.
Please contact our Service & Support Team directly with this data. We will be happy to take care of the rest of the process.
Can I also export or print my documents and reports as PDFs?
All reports that have been created and are completed - can also be created as a PDF and then saved, provided the authorization is set.
This is also possible for documents in a roundabout way, as this is not explicitly provided for by the system. For example, you can take screenshots of your document and merge them into a Word document.
Alternatively, a printout of an “empty” report could already contain the desired result. To do this, select the individual report for each work step.
Then run through the report with sample values/information and complete it successfully.
Now go to the Reports area and click on the three dots at the top right and select the “PDF report”
Then check that all the checkboxes on the right-hand side are ticked! and generate the PDF report.
Share documents with internal and external participants
Sharing and passing on work instructions, checklists or documentation to other participants is very easy. Create access links for internal (user-bound) but also external (no platform user required) to give them access to the document. This allows you to provide information and knowledge in one document with minimal effort - along the entire value chain and taking external and internal users into account.
Select the relevant document and click on the box with the three dots (on the right). Click “Share link”:
In the next dialog box, switch to the “External” tab if you want to share the document with external participants for editing. Here you must enter a valid email address for the participant and then click on the blue “left icon” at the bottom right.