PM Document Types Form
Use this form to create and maintain documents types.
Document types allow you to categorize the types of documents that you use in each document category. For example Field Order might be a document type of the Pending Change Order document category. This allows you to sort and filter documents on forms and reports.
Document types can also be used to do the following:
- Group similar types of documents - for example field orders, site drawings, etc.
- Assign default document templates - More
- Assign distribution defaults - More
Examples of document types:
| Document Type | Description | Document Category |
|---|---|---|
| FO | Field Orders | Pending Change Order |
| SHOP | Shop Drawings | Submittal |
| SAMPLE | Samples | Submittal |
| CONT | Contract Documents | Other Documents |
| PO | Purchase Orders | Other Documents |
| COMPACT | Compaction Tests | Test Logs |
| ELECT | Electrical Inspection Tests | Inspection Logs |
| SITE | Site Drawings | Drawing Logs |
| STRUCT | Structural Drawings | Drawing Logs |
Use the Other Documents category to set up miscellaneous document types - examples include letters, subcontracts, purchase orders, contracts, blueprints, and so on.
About Pending Change Order Document Types
About the PM Pending Change Orders Form
