NetDoc User Guide
To use an infrastructure setup wizard:
1.
Depending on what you are documenting, click either the
Companies
link or the
Infrastructure
link in the
SETUP
menu on the Main Page.
2.
To use the Companies setup wizard
: Click the
Wizard
button on the pop-up window
that appears.
- OR -
To use any of the other infrastructure wizards
: Click the component on the
Navigator Tree
for which you wish to add the components. (
For example
, if you want
to add floors to a building, click on that building on the Navigator Tree.)
3.
After clicking the
Wizard
button, an
Infrastructure Wizard
pop-up window will appear
with detailed instructions on how to add the components.
4.
Enter the appropriate information in the fields, and then click the
Preview
button. The
preview pane will show the list of items as they will appear in the
NetDoc
records. If you
wish, you can change or re-enter the information in the fields and
Preview
the changes.
5.
When you are satisfied with the list of components, click
OK
. The wizard window will
close, and the components you added will be listed in the table on the
NetDoc
screen.
6.
Review the items in the table. They have not yet been added to the database and can be
discarded if necessary.
If the information is correct, click the
Save
button. The
Navigator Tree
will be
updated with the infrastructure components you created.
If there’s an error on the list, you can discard the additions by clicking in a
different section of the
Navigator Tree
and then clicking
OK
on the dialog box
that appears.
Recommendation:
Wizards should be used properly and carefully so nothing within your
documentation is altered in any manner. It’s a good idea to underestimate the number of
components needed and use the wizards to document in
small blocks of items
. By doing so, the
individuals documenting can verify all is being documented correctly in all areas of the
application as intended. Since the wizards don’t complete everything needed, by creating small
blocks of components at a time the user can go through the application quickly to complete the
needed documentation. See the warning below for additional reasons for these recommendations.
Warning:
Although several items can be built within seconds, the application has no global
delete capability. Given this, deletion still must be completed by going to each specific item and
deleting the items one by one. The above recommendations for using the wizards should be
reviewed to safeguard against any problems.
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