Saving documents to a constituent record in V14.1

Hi Nicola - yes it is Plan Steps, the info is in Whats New in v14 document under Miscellaneous v14 Changes

Hi Nicola - yes it is Plan Steps, the info is in Whats New in v14 document under Miscellaneous v14 Changes

Thanks Michele, we don;t use Plans at all at the moment, could you tell me where about in Plans we need to save them?

Thanks

Nicola 

I edited my comment when I found it in the doc.

Many thanks,I'll take a look, we skipped straight to V14.1 from 12.5.1 so didn't pick up on this

We are in the process of going from 12.5.1 to 14.1 as well, so I'm poring over both the 14 & 14.1 What's New docs now.

Nichole and Michele - we had to switch to Plans for documents quite a few years ago due to an upgrade to Windows.  Plans require a Campaign and because we wanted all of our documents to be in one Plan just like they were in the Research tab we created a non-fund Campaign that has no end date named "Documents".  We went through all the descriptions we used for Research documents and to determine what step_types we needed.   Here is what we have for the plan tables for our documents including the step_types we now use.     

1. Plan_Type = Document
2. Plan_Source = Document
3. Plan_Status = Document
4. Plan_Priority = Document
5. Step_Type

We appreciate you sharing this example, Terry!

Any idea if this is the recommended model for storing documents in Plans that will be seamlessly compatible with the utility to move the documents back to the research tab in v15 ?

Are there any special considerations needed for a control-grouped Consortium?  All the Campaigns and plans are control-grouped as were the Research tab documents.

Thank you!

Laura

Hi Laura,

Well, this is the first I heard the research tab/Documents will be restored in v15.  I'm guessing we will continue to use Plans because it will be too hard to move them a third time.   We lost all of our documents that were attached in research and it was a great loss.  We don't care to go down that avenue again.   

We do not us control groups all the plan tables have control group capabilities so you should be able to set them up using control Groups. You may need to create a Document Plan for each control group if you want to control group using the Plan Type, that's hoping you don't have a ton of them.  Or perhaps you only need to control group the step types because steps is where you attach documents.  You'll need to experiment with the control group column in the tables.  

Terry, do you know what caused you to loose your uploaded documents?  Would love to avoid that when we upgrade.

Thanks,
Chandra

Hi Chandra,

It was when we switched all our computers to Windows 10 we began having issues opening our PDF documents under Research/Documents.  Some staff were still able to open documents if they had an older version of Adobe but eventually no one could open them.   If someone attempted to open a PDF it would freeze Tessitura.