1. You will need to select the document template that you would like to use when creating your document. If your UniPhi deployment has numerous templates, that may be grouped into logical categories. This makes the template selection process simpler as the list of available templates is reduced.
2. The Use Template selector will provide a list of templates available for selection based on the template configurations and the users access level. Any template that is set to have an access level higher than the logged in user’s level will not be displayed
If you attempt to create a new document and UniPhi appear to not respond, make sure you have allowed pop-ups from UniPhi within your web browser
3. As projects are the central reference point for all information within UniPhi, next, you will need to specify the project that your new document relates to.
4. The New Document Name field will default to the name of the template that you have selected. This field may be set up to auto populate once you have completed the document. If so, it will be greyed out and not editable. Either way this field can be edited when you reach the finish step of the document, so does not need to be updated now.
On the right you will see a card with a description of the template being used. It will also include any Signoffs that are required, listing the role and person in that role, as well as any $ Delegations that exist. If nobody has been assigned that role in the project, you will see Unallocated in red place of the person’s name. If this is the case, someone will need to be allocated to that role in the project resources to be able to signoff the document.
5. Once all of the details relating to your new document are correct, select the blue NEXT arrow icon.
The new document data entry screen consists of two sections: the primary section is on the left which presents the current step or element of the document being prepared and the Checklist section on the right which provides a summary list of each of the steps in the document.
A Rich Text box which provides editing functions similar to a word processing application.
Using the Checklist: The checklist is used as a way of navigating from one step to another, and is useful if you need to move in a non sequential manner. If you are progressing sequentially, you can also use the blue NEXT arrow icon at the bottom of each step.
Hide/Unhide Document Steps: If a step in the checklist has an EYE icon which has been crossed out, it means this step is hidden in the final document output. Hide or unhide document steps by selecting the EYE icon.
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