Document controls are an integral part of the document management system. They enable quick creation of documents based on information that has already been entered into UniPhi for the relevant project or portfolio.
They are used to display project data in pre-defined views some of which have controls that can modify the content during document preparation.
The building of a template that can be used for document generation in UniPhi is the topic of a separate manual. Please refer to the UniPhi System Administrator Manual.
The following pages present information relating to the preparation of a document based on a number of different templates and how the author of the document can control the output of their document.
The following examples are not an exhaustive list but address the most commonly used input objects and the source of the data.
For most of the input objects, if the document being prepared does not display the expected data, there is either something incorrect in the selection (date, period, project, filter, etc.) or in the underlying data itself. Commonly un-submitted timesheets, unsigned progress claims, documents started and left in Private status, will impact on the validity of the document data. The remedy is to save the current document and edit the underlying data. Returning to the document later and recommencing the edit process will trigger an update of the existing document and present the current (and now correct) data.
Example Document Controls:
The Textbox (Rich) document control appears in most templates. Using this control the user can enter in unlimited text, tables and graphics into their document. Default text can also be entered by the template creator / administrator and will be displayed, and can be edited or deleted by the user.
A Contract Details control can be built into a template to let the user specify which contract the document refers to as projects can have multiple contracts. This method is used to make information from the selected contract available for use in the document you are creating
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