AGRIS Customer Documentation
AttachToo - Archive or hide an attachment (AGS-1350)
Benefits:
- Simplify the process of cleaning up an attachment accidentally associated with a transaction.
- Improve clarity of the correct attachments relating to a transaction.
- Assure complete audit trail of all attachments.
- Maximize the ability to comply with record retention policies.
Details:
- Users who have sufficient security rights will be able to archive or hide an attachment so that it does not by default appear in display grid or reports.
Navigation - Setup:
System Security: Customize > System Security > Select User > Option 5 - AttachToo Security Levels
- Security is governed by existing document sub-type security set in System Security maintenance.
Navigation - Usage:
Document Storage - Active Attachment Grid Display
- Deleted and Show Deleted buttons added to form.
- Delete Button: Set Attachment Status to Delete (D)
- Highlight grid line and click Delete button
- Enter required delete reason and click the Yes button. Grid is refreshed and does not include deleted attachment.
- Note: Attachment is not permanently removed. Its status is set to "D".
- Show Deleted: Reloads grid with attachments whose status is set to "D".
Document Storage - Delete Confirmation
- Form displays attachment name and document sub-type.
- Delete confirmation requires user to enter a delete reason.
- Delete reason is written in the attachment note and is attached to existing notes. Delete reason note format is "DELETED[delete reason text]".
Document Storage - Deleted Attachment Grid Display
- Only Show Active and Back buttons are enabled.
- You may view all attachment notes by hovering the cursor above the attachment line's Notes grid cell.
- Show Active: Reloads grid with attachments whose status is set to "A".
Related Content:
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