Master Data

Master Data

Master Data serves as the primary data or primary reference used throughout the system. Therefore, before creating a document, transmittal, correspondence, or task, all basic categories or types must first be defined in the Master Data.

Document Category

Document Category is used to group documents based on certain categories.

Create Document Category

Open Document Category

1. The Document Controller can click on the Master Data menu button to expand its submenu.
2. The Document Controller can select the Document Category menu to view all existing document categories.
3. The Document Controller can click on the Create button to add a new document category.

Fill Document Category Form

1. The Document Controller can fill the Code field with a unique identifier for the document category.
2. The Document Controller can fill the Name field for the document category.
3. The Document Controller can fill the Description field for additional details (optional).
4. After filling in the fields, the Document Controller can click the Save button to create the new category or Cancel to discard the action.

Succesfully & Check Document Category

After creating a new category, a notification will appear at the bottom right corner saying Create [Category Name] Successfully. The newly created document category will also appear in the list with its details such as code, name, description, created at, and updated at.

Document Type

The function of Document Type is to classify documents based on their type, making them easier to manage and organize.

Create Document Type

Open Document Type

1. The Document Controller can click on the Master Data menu button to expand its submenu.
2. The Document Controller can select the Document Type menu to view all existing document type.
3. The Document Controller can click on the Create button to add a new document type.

Fill Document Type Form

1. The Document Controller can fill the Code field with a unique identifier for the document type.
2. The Document Controller can fill the Name field for the document type.
3. The Document Controller can fill the Description field for additional details (optional).
4. The Document Controller must select a Document Category to link the document type.
5. After filling in the fields, the Document Controller can click the Save button to create the new type or Cancel to discard the action.

Successfully & Check Document Type

After creating a new document type, a notification will appear at the bottom right corner saying Create [Document Type Name] Successfully. The newly created document type will also appear in the list with its details such as code, document category, name, description, created at, and updated at.

Project

Create Project

open Project

1. The Document Controller can click on the Master Data menu button to expand its submenu.
2. The Document Controller can select the project menu to view all existing project.
3. The Document Controller can click on the Create button to add a new project.

Fill Project Form

1. The Document Controller can fill the Code field with a unique identifier for the project.
2. The Document Controller can fill the Name field for the project.
3. The Document Controller can fill the Description field for additional details (optional).
4. The Document Controller must assign a PIC (Person in Charge) for the project.
5. The Document Controller must select the Location of the project.
6. The Document Controller must fill in the Start Date and End Date for the project timeline.
7. The Document Controller can set the Status of the project (Active, Inactive, or Completed).
8. The Document Controller must select the Consultant for the project.
9. The Document Controller must select the Contractor for the project.
10. The Document Controller can upload an Attachment such as an image, drawing, or related project document.
11. After filling in the fields, the Document Controller can click the Save button to create the project or Cancel to discard the action.

Successfully & Check Project

1. After creating a new project, a notification will appear at the bottom right corner with the message Create [Project Name] Successfully as confirmation that the project has been created.
2. The newly created project will also automatically appear in the project list with details such as code, name, description, locations, start date, and end date.

CP (Contract Package)

The CP (Contract Package) menu is used to manage and organize contract packages efficiently.

Create CP

Open CP

1. The Document Controller can click on the Master Data menu button to expand its submenu.
2. The Document Controller can select the CP menu to view all existing Contract Package.
3. The Document Controller can click on the Create button to add a new Contract Package.

Fill CP Form

1. The Document Controller can fill the Code field with a unique identifier for the CP.
2. The Document Controller can fill the Name field for the CP.
3. The Document Controller can fill the Description field for additional details (optional).
4. After filling in the fields, the Document Controller can click the Save button to create the new CP or Cancel to discard the action.

Successfully & Check CP

After creating a new CP, a notification will appear at the bottom right corner with the message Create [CP Name] Successfully as confirmation that the CP has been created. The newly created CP will also automatically appear in the CP list with details such as code, name, description, created at, and updated at.

Location

The Location menu is used to manage and organize project or site locations efficiently.

Create Location

Open Location

1. The Document Controller can click on the Master Data menu button to expand its submenu.
2. The Document Controller can select the Location menu to view all existing Location.
3. The Document Controller can click on the Create button to add a new Location.

Fill Location Form

1. The Document Controller can fill the Code field with a unique identifier for the location.
2. The Document Controller can fill the Name field for the location.
3. The Document Controller can fill the Description field for additional details (optional).
4. The Document Controller can fill the Address field for the location.
5. The Document Controller can upload an Attachment such as an image, drawing, or related project document.
6. After filling in the fields, the Document Controller can click the Save button to create the new location or Cancel to discard the action.

Successfully & Check Location

After creating a new Location, a notification will appear at the bottom right corner with the message Create [Location Name] Successfully as confirmation that the Location has been created. The newly created Location will also automatically appear in the CP list with details such as code, name, description, address, created at, and updated at.

Level

The Level menu is used to manage and organize levels efficiently.

Create Level

Open Level

1. The Document Controller can click on the Master Data menu button to expand its submenu.
2. The Document Controller can select the Level menu to view all existing Level.
3. The Document Controller can click on the Create button to add a new Level.

Fill Level Form

1. The Document Controller can fill the Code field with a unique identifier for the level.
2. The Document Controller can fill the Name field for the level.
3. The Document Controller can fill the Description field for additional details (optional).
4. After filling in the fields, the Document Controller can click the Save button to create the new level or Cancel to discard the action.

Successfully & Check Level

1. After creating a new Location, a notification will appear at the bottom right corner with the message Create [Level Name] Successfully as confirmation that the Location has been created.
2. The newly created Location will also automatically appear in the CP list with details such as code, name, description, created at, and updated at.

Discipline

The Discipline menu is used to manage and organize disciplines efficiently.

Create Discipline

Open Discipline

1. The Document Controller can click on the Master Data menu button to expand its submenu.
2. The Document Controller can select the Discipline menu to view all existing Discipline.
3. The Document Controller can click on the Create button to add a new Discipline.

Fill Discipline Form

1. The Document Controller can fill the Code field with a unique identifier for the level.
2. The Document Controller can fill the Name field for the level.
3. The Document Controller can fill the Description field for additional details (optional).
4. After filling in the fields, the Document Controller can click the Save button to create the new level or Cancel to discard the action.

Successfully & Check Discipline

1. After creating a new Discipline, a notification will appear at the bottom right corner with the message Create [Discipline Name] Successfully as confirmation that the Discipline has been created.
2. The newly created Discipline will also automatically appear in the CP list with details such as code, name, description, created at, and updated at.

Document Review Status

The Document Review Status menu is used to manage and organize Document Review Status efficiently.

Create Document Review Status

Open Document Review Status

1. The Document Controller can click on the Master Data menu button to expand its submenu.
2. The Document Controller can select the Document Review Status menu to view all existing Document Review Status.
3. The Document Controller can click on the Create button to add a new Document Review Status.

Fill Document Review Status Form

1. The Document Controller can fill the Code field with a unique identifier for the level.
2. The Document Controller can fill the Name field for the level.
3. The Document Controller can fill the Description field for additional details (optional).
4. After filling in the fields, the Document Controller can click the Save button to create the new level or Cancel to discard the action.

Successfully & Check Document Review Status

1. After creating a new Document Review Status, a notification will appear at the bottom right corner with the message Create [Document Review Status Name] Successfully as confirmation that the Document Review Status has been created.
2. The newly created Document Review Status will also automatically appear in the CP list with details such as code, name, description, created at, and updated at.