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Exhibit Tab

    Table of contents
    1. 1. Topics in this section

    The instructions are identical for Contract Standards and Purchase Order Standards. In this example, we are creating an exhibit for a Purchase Order.

    To create an exhibit for a purchase order:

    1. Create an Exhibit Record by selecting the Exhibits tab.

    2. Click New on the toolbar.
      • You are presented with the option to create an Exhibit or to link to an existing Exhibit.

      If New is selected, complete the following fields:

      Field Description
      Browse Browse files by selecting the browse button to find the Microsoft Word document that is the intended exhibit. The exhibit documents can contain bookmarks for their respective modules.
      Exhibit Type The Exhibit Types are maintained in the Lookup Tables. Often they are called Schedule A, B, C, or Attachment A, B, C, etc. This is designed to maintain a standard labeling structure within your company. The description would be used to further define the exhibit. For example, a "Schedule D" exhibit may always be called "Insurance Requirements."
      Description This is the description of the new exhibit. For example, when working for client X, this exhibit may need to be called "Risk Management Requirements."

      If Link to Existing is selected, complete the following fields:

      Field Description
      Link to Existing All exiting standard exhibits are listed in the drop-down menu, and are listed in the following scheme: [Description of Standards Document: Description of Exhibit in Standards Document].
      Exhibit Type List of Exhibit Types to choose from.
      Description Description of the new exhibit.
    3. Click Save.

    Topics in this section