Clicking through
Finding a record is half the job; the other half is following it to what it is connected to. Everything underlined is a way through, and there are only three kinds of place it can take you.
Into a detail page
An underlined value in an overview opens the record’s detail page beside the list. The register’s Number and Name both do it, and so does the current revision’s name — which opens the revision, not the document.
Into a popup
An underlined value in a detail page opens a popup over the page: a quick
look at the cost code, the originator, the person — the whole of that record’s
own detail page, in a window. Esc or the ✕ closes it, and the page you were
on is exactly as you left it.
Popups are how you check something without going there: is this the right cost code, who is this person, what else is in this space.
The revision has a page of its own
A document is a container; the revision is the thing with the date, the file and the statuses. Click a revision’s name and you are on the revision:
Note the last four fields. Created by / on and Modified by / on are kept by the application, not typed by anybody: they are the short answer to “who touched this”, and the history browser is the long one.
What a revision shows
A drawing shows parts of the ship. On the document’s page, Shows spaces lists the spaces its current revision is visible in, each with its deck area and deck — and on the space’s own page, the same connection appears the other way round, as Is visible in document and, for inspection reports, Is visible in inspection report.
One link, read from both ends. That is the model doing the work: nobody typed “cabins PS” into the drawing’s record.
Files: a viewer for PDF, a download for the rest
A file name in a cell is a link. Click it and the file opens in a window over the page — as a viewer when it is a PDF, with a Download button in the window’s header either way.
Anything the browser cannot show — a spreadsheet, a CAD file, a CSV — gets the same window with a download button and nothing else:
A document’s revision carries its own file; the Has PDF column beside it is a second file — a signed or stamped copy — kept separately so that the native drawing and the approved print can both be found.
Transmittals, and the e-mail preview
Communication → Transmittals lists what went out: one row per transmittal, with its cover file, who sent it, who owns it, and who received it. A transmittal can go to several parties and the grid has one cell for them, so it shows the first and a +1 badge for the rest.
Open one and everything about it is on the page: the recipients, the comments that came back, the documents it included, the cover, the signed copy, and the correspondence — the e-mails around it, each with its sender and recipient.
An Outlook message (.msg) opens in an e-mail preview — from, sent, to,
subject and the text — so the mail is read where the transmittal is, not hunted
for in somebody’s mailbox.