REACH Delivery - File Associations
This file associations
section is reached by clicking the
icon that appears next to files on the
File Management
screen.
Many documents that we use
are not standalone, they have associations with other
documents. For example a Safety Data Sheet for a
specific chemical may be used by multiple products or
subsequent Safety Data Sheets as that chemical is used
in different ways. Documents reference other
documents and there are dependencies from one document
to another.
REACH Delivery has a powerful file associations
sub-system that allows documents to be linked to each other through a
multi-dimensional hierarchy that lists dependencies. This means that you
can associate one document with several others and if a document is
updated then any document that is associated with it will be flagged and
users will not only be updated with information that there has been a
change but also if they open the updated document from an existing
message it will be the latest version.
The file associations function
identifies the files that are associated with each
other.
What do the symbols mean? click on the links
below to jump to a more detailed description of each
function.
Associate previously loaded File
Associate file from your PC
Linked Files
Associate previously loaded File
- If you are
associating a previously loaded file then you will be presented with the following screen.
In the example below we have selected a file type (in
the drop down box) of Other - this will display all
files in your REACH Delivery system that have the file
type of "other". If you wish to open the file, to check it is
the one you want to associate with, simply click the
display icon
.
To associate any of these files with the original files
you selected simply click the "add file" check box.
Then simply click on the
Apply Changes
at the top of the screen to complete the association.
Associate
file from your PC -
If you are associating a file from
your PC which has not been loaded into the REACH
Delivery system then you will be presented with a standard windows
explorer file open screen (see below) and asked to select a file
from your local computer or network. Once
selected, you will be required to complete some file
details for the file as if you were
adding a file into
the REACH Delivery system.
Then simply click on the
Apply Changes
at the top of the screen to complete the association.
Linked Files - If you own the document
(i.e. you added it into REACH Delivery) then you can also add vertical file associations.
This
is when you link an inbound file to an outbound file.
If you receive a file from someone else and wish to
associate this with a file to you are sending out you
can link these with vertical associations.
That way if the original file sent to
you is updated you will receive a message and can go to
vertical associations to see what files this is
associated with.
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