Documents (formerly named Documents Folder)

The Documents screen has been redesigned with many improvements. This includes:

•Sorting and filtering options are available on the lists. (Click on the column heading to use the filter).

•Changes to categories and new types added. Licence Certificates, Licence Extensions and Works Particulars are shown under a Certificate category.

•The stage that the licence was in when the document was uploaded is displayed on the Documents and Collections list.

•The code for files uploaded for a specific excavation is shown in the documents list.

Collections

Documents are organised so they can be viewed either from the the Documents list or from the Collections list. The collections aspect will be particular useful when it comes to dealing with files relating to a survey, allowing users to very quickly pull up the relevant survey (collection) and see all the files relating to it - without having to sort through a large list of documents covering all aspects of the licence.

Surveys

Survey types to choose from are Pre-works, During works and Post works.

When uploading a file for a survey:

•Select the file type

•Select (or drag and drop) the file

•A specific excavation that the report or image relates to can be selected from the map (optional).

•Enter a caption for the file.  

Additional files can be added to the collection by clicking the Attach File button each time and then clicking Save Collection when all files are attached.