SlideShare ist ein Scribd-Unternehmen logo
1 von 7
• Associated Documents screens allow items in CMPRO to be linked in
various ways.
• User must be an Administrator, own the record or have EDIT NOT
OWNED user function assigned in order to manage associations.
• If associating item to a workflow record, the record must have a
workflow status of EDIT.
Scenario: Associate a Document
Path: Navigator Bar / Queue
Fast Task
1
FT00075
Locate Work Queue Record
The icon to the left of the record number is the link to the record. 2
Additional Data Section of Workflow Record
3
The Associated Docs link is available in the Additional Data section on most workflow forms in CMPRO.
Select Type of Association
4
Associate Document from Repository
NOTE: The Add Associations From Import and External Associations links will display a different screen than seen
here.
5
Record Detail with Associated Docs
The Associate and Return link was selected; displaying the parent record. As documents are associated, they will
display, as shown, up to 2 records. More than 2 will instead display total records as (#) to right of link.
6
This has been a
Fast Task
To view more Fast Tasks and learn more about CMPRO’s
features and functions, go to CMPROficiency.
© 2015 Professional SystemsAssociates, Inc. All Rights Reserved.

Weitere ähnliche Inhalte

Kürzlich hochgeladen

SAM Training Session - How to use EXCEL ?
SAM Training Session - How to use EXCEL ?SAM Training Session - How to use EXCEL ?
SAM Training Session - How to use EXCEL ?Alexandre Beguel
 
Tech Tuesday Slides - Introduction to Project Management with OnePlan's Work ...
Tech Tuesday Slides - Introduction to Project Management with OnePlan's Work ...Tech Tuesday Slides - Introduction to Project Management with OnePlan's Work ...
Tech Tuesday Slides - Introduction to Project Management with OnePlan's Work ...OnePlan Solutions
 
JavaLand 2024 - Going serverless with Quarkus GraalVM native images and AWS L...
JavaLand 2024 - Going serverless with Quarkus GraalVM native images and AWS L...JavaLand 2024 - Going serverless with Quarkus GraalVM native images and AWS L...
JavaLand 2024 - Going serverless with Quarkus GraalVM native images and AWS L...Bert Jan Schrijver
 
Keeping your build tool updated in a multi repository world
Keeping your build tool updated in a multi repository worldKeeping your build tool updated in a multi repository world
Keeping your build tool updated in a multi repository worldRoberto Pérez Alcolea
 
Zer0con 2024 final share short version.pdf
Zer0con 2024 final share short version.pdfZer0con 2024 final share short version.pdf
Zer0con 2024 final share short version.pdfmaor17
 
What’s New in VictoriaMetrics: Q1 2024 Updates
What’s New in VictoriaMetrics: Q1 2024 UpdatesWhat’s New in VictoriaMetrics: Q1 2024 Updates
What’s New in VictoriaMetrics: Q1 2024 UpdatesVictoriaMetrics
 
Ronisha Informatics Private Limited Catalogue
Ronisha Informatics Private Limited CatalogueRonisha Informatics Private Limited Catalogue
Ronisha Informatics Private Limited Catalogueitservices996
 
Advantages of Cargo Cloud Solutions.pptx
Advantages of Cargo Cloud Solutions.pptxAdvantages of Cargo Cloud Solutions.pptx
Advantages of Cargo Cloud Solutions.pptxRTS corp
 
Osi security architecture in network.pptx
Osi security architecture in network.pptxOsi security architecture in network.pptx
Osi security architecture in network.pptxVinzoCenzo
 
[ CNCF Q1 2024 ] Intro to Continuous Profiling and Grafana Pyroscope.pdf
[ CNCF Q1 2024 ] Intro to Continuous Profiling and Grafana Pyroscope.pdf[ CNCF Q1 2024 ] Intro to Continuous Profiling and Grafana Pyroscope.pdf
[ CNCF Q1 2024 ] Intro to Continuous Profiling and Grafana Pyroscope.pdfSteve Caron
 
Strategies for using alternative queries to mitigate zero results
Strategies for using alternative queries to mitigate zero resultsStrategies for using alternative queries to mitigate zero results
Strategies for using alternative queries to mitigate zero resultsJean Silva
 
Mastering Project Planning with Microsoft Project 2016.pptx
Mastering Project Planning with Microsoft Project 2016.pptxMastering Project Planning with Microsoft Project 2016.pptx
Mastering Project Planning with Microsoft Project 2016.pptxAS Design & AST.
 
Understanding Plagiarism: Causes, Consequences and Prevention.pptx
Understanding Plagiarism: Causes, Consequences and Prevention.pptxUnderstanding Plagiarism: Causes, Consequences and Prevention.pptx
Understanding Plagiarism: Causes, Consequences and Prevention.pptxSasikiranMarri
 
Best Angular 17 Classroom & Online training - Naresh IT
Best Angular 17 Classroom & Online training - Naresh ITBest Angular 17 Classroom & Online training - Naresh IT
Best Angular 17 Classroom & Online training - Naresh ITmanoharjgpsolutions
 
2024 DevNexus Patterns for Resiliency: Shuffle shards
2024 DevNexus Patterns for Resiliency: Shuffle shards2024 DevNexus Patterns for Resiliency: Shuffle shards
2024 DevNexus Patterns for Resiliency: Shuffle shardsChristopher Curtin
 
2024-04-09 - From Complexity to Clarity - AWS Summit AMS.pdf
2024-04-09 - From Complexity to Clarity - AWS Summit AMS.pdf2024-04-09 - From Complexity to Clarity - AWS Summit AMS.pdf
2024-04-09 - From Complexity to Clarity - AWS Summit AMS.pdfAndrey Devyatkin
 
Effectively Troubleshoot 9 Types of OutOfMemoryError
Effectively Troubleshoot 9 Types of OutOfMemoryErrorEffectively Troubleshoot 9 Types of OutOfMemoryError
Effectively Troubleshoot 9 Types of OutOfMemoryErrorTier1 app
 
Effort Estimation Techniques used in Software Projects
Effort Estimation Techniques used in Software ProjectsEffort Estimation Techniques used in Software Projects
Effort Estimation Techniques used in Software ProjectsDEEPRAJ PATHAK
 
Introduction to Firebase Workshop Slides
Introduction to Firebase Workshop SlidesIntroduction to Firebase Workshop Slides
Introduction to Firebase Workshop Slidesvaideheekore1
 
Revolutionizing the Digital Transformation Office - Leveraging OnePlan’s AI a...
Revolutionizing the Digital Transformation Office - Leveraging OnePlan’s AI a...Revolutionizing the Digital Transformation Office - Leveraging OnePlan’s AI a...
Revolutionizing the Digital Transformation Office - Leveraging OnePlan’s AI a...OnePlan Solutions
 

Kürzlich hochgeladen (20)

SAM Training Session - How to use EXCEL ?
SAM Training Session - How to use EXCEL ?SAM Training Session - How to use EXCEL ?
SAM Training Session - How to use EXCEL ?
 
Tech Tuesday Slides - Introduction to Project Management with OnePlan's Work ...
Tech Tuesday Slides - Introduction to Project Management with OnePlan's Work ...Tech Tuesday Slides - Introduction to Project Management with OnePlan's Work ...
Tech Tuesday Slides - Introduction to Project Management with OnePlan's Work ...
 
JavaLand 2024 - Going serverless with Quarkus GraalVM native images and AWS L...
JavaLand 2024 - Going serverless with Quarkus GraalVM native images and AWS L...JavaLand 2024 - Going serverless with Quarkus GraalVM native images and AWS L...
JavaLand 2024 - Going serverless with Quarkus GraalVM native images and AWS L...
 
Keeping your build tool updated in a multi repository world
Keeping your build tool updated in a multi repository worldKeeping your build tool updated in a multi repository world
Keeping your build tool updated in a multi repository world
 
Zer0con 2024 final share short version.pdf
Zer0con 2024 final share short version.pdfZer0con 2024 final share short version.pdf
Zer0con 2024 final share short version.pdf
 
What’s New in VictoriaMetrics: Q1 2024 Updates
What’s New in VictoriaMetrics: Q1 2024 UpdatesWhat’s New in VictoriaMetrics: Q1 2024 Updates
What’s New in VictoriaMetrics: Q1 2024 Updates
 
Ronisha Informatics Private Limited Catalogue
Ronisha Informatics Private Limited CatalogueRonisha Informatics Private Limited Catalogue
Ronisha Informatics Private Limited Catalogue
 
Advantages of Cargo Cloud Solutions.pptx
Advantages of Cargo Cloud Solutions.pptxAdvantages of Cargo Cloud Solutions.pptx
Advantages of Cargo Cloud Solutions.pptx
 
Osi security architecture in network.pptx
Osi security architecture in network.pptxOsi security architecture in network.pptx
Osi security architecture in network.pptx
 
[ CNCF Q1 2024 ] Intro to Continuous Profiling and Grafana Pyroscope.pdf
[ CNCF Q1 2024 ] Intro to Continuous Profiling and Grafana Pyroscope.pdf[ CNCF Q1 2024 ] Intro to Continuous Profiling and Grafana Pyroscope.pdf
[ CNCF Q1 2024 ] Intro to Continuous Profiling and Grafana Pyroscope.pdf
 
Strategies for using alternative queries to mitigate zero results
Strategies for using alternative queries to mitigate zero resultsStrategies for using alternative queries to mitigate zero results
Strategies for using alternative queries to mitigate zero results
 
Mastering Project Planning with Microsoft Project 2016.pptx
Mastering Project Planning with Microsoft Project 2016.pptxMastering Project Planning with Microsoft Project 2016.pptx
Mastering Project Planning with Microsoft Project 2016.pptx
 
Understanding Plagiarism: Causes, Consequences and Prevention.pptx
Understanding Plagiarism: Causes, Consequences and Prevention.pptxUnderstanding Plagiarism: Causes, Consequences and Prevention.pptx
Understanding Plagiarism: Causes, Consequences and Prevention.pptx
 
Best Angular 17 Classroom & Online training - Naresh IT
Best Angular 17 Classroom & Online training - Naresh ITBest Angular 17 Classroom & Online training - Naresh IT
Best Angular 17 Classroom & Online training - Naresh IT
 
2024 DevNexus Patterns for Resiliency: Shuffle shards
2024 DevNexus Patterns for Resiliency: Shuffle shards2024 DevNexus Patterns for Resiliency: Shuffle shards
2024 DevNexus Patterns for Resiliency: Shuffle shards
 
2024-04-09 - From Complexity to Clarity - AWS Summit AMS.pdf
2024-04-09 - From Complexity to Clarity - AWS Summit AMS.pdf2024-04-09 - From Complexity to Clarity - AWS Summit AMS.pdf
2024-04-09 - From Complexity to Clarity - AWS Summit AMS.pdf
 
Effectively Troubleshoot 9 Types of OutOfMemoryError
Effectively Troubleshoot 9 Types of OutOfMemoryErrorEffectively Troubleshoot 9 Types of OutOfMemoryError
Effectively Troubleshoot 9 Types of OutOfMemoryError
 
Effort Estimation Techniques used in Software Projects
Effort Estimation Techniques used in Software ProjectsEffort Estimation Techniques used in Software Projects
Effort Estimation Techniques used in Software Projects
 
Introduction to Firebase Workshop Slides
Introduction to Firebase Workshop SlidesIntroduction to Firebase Workshop Slides
Introduction to Firebase Workshop Slides
 
Revolutionizing the Digital Transformation Office - Leveraging OnePlan’s AI a...
Revolutionizing the Digital Transformation Office - Leveraging OnePlan’s AI a...Revolutionizing the Digital Transformation Office - Leveraging OnePlan’s AI a...
Revolutionizing the Digital Transformation Office - Leveraging OnePlan’s AI a...
 

CMPRO Fast Task: Associate a Document

  • 1. • Associated Documents screens allow items in CMPRO to be linked in various ways. • User must be an Administrator, own the record or have EDIT NOT OWNED user function assigned in order to manage associations. • If associating item to a workflow record, the record must have a workflow status of EDIT. Scenario: Associate a Document Path: Navigator Bar / Queue Fast Task 1 FT00075
  • 2. Locate Work Queue Record The icon to the left of the record number is the link to the record. 2
  • 3. Additional Data Section of Workflow Record 3 The Associated Docs link is available in the Additional Data section on most workflow forms in CMPRO.
  • 4. Select Type of Association 4
  • 5. Associate Document from Repository NOTE: The Add Associations From Import and External Associations links will display a different screen than seen here. 5
  • 6. Record Detail with Associated Docs The Associate and Return link was selected; displaying the parent record. As documents are associated, they will display, as shown, up to 2 records. More than 2 will instead display total records as (#) to right of link. 6
  • 7. This has been a Fast Task To view more Fast Tasks and learn more about CMPRO’s features and functions, go to CMPROficiency. © 2015 Professional SystemsAssociates, Inc. All Rights Reserved.