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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.

The main engine overhaul specification open beside the register: the Document block with active, number, name, cost code, originator, type and created by; an empty Shows spaces grid; and the Actual revisions tab with the revision, its file, its status and its stamped PDF.
A document opened from the register. Cost code, originator and type are underlined: each opens the record it points at.

A document opened from the register. Cost code, originator and type are underlined: each opens the record it points at.

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.

A popup window titled Cost code detail over the document page, showing cost code 850 Alarm and monitoring with its header 800 Ship systems, its group and its mapping.
The cost code, opened as a popup from the document. Its own tabs and grids are all there.

The cost code, opened as a popup from the document. Its own tabs and grids are all there.

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:

The detail page of rev. C of the fire control plan: revision, status Concept, revision date, file, status (builder), status (owner), reason for change, created by and on, modified by and on, with the document's number and name at the bottom.
Rev. C of the fire control plan. Everything that changes from one revision to the next lives here, including who changed it last.

Rev. C of the fire control plan. Everything that changes from one revision to the next lives here, including who changed it last.

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.

The accommodation general arrangement open, its Shows spaces grid listing the port and starboard cabins with their deck area and deck.
The accommodation GA shows two spaces. Open one and you will find this drawing listed on it.

The accommodation GA shows two spaces. Open one and you will find this drawing listed on it.

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.

The PDF viewer window over the document page, showing the first page of the main engine overhaul specification, with a Download button in the window header.
A PDF opens in the viewer. Download is in the header; Esc closes.

A PDF opens in the viewer. Download is in the header; Esc closes.

Anything the browser cannot show — a spreadsheet, a CAD file, a CSV — gets the same window with a download button and nothing else:

The file window for a CSV file: a message that no preview is available for this file type, and a Download button.
No viewer for this type — download it and open it in the program it belongs to.

No viewer for this type — download it and open it in the program it belongs to.

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.

The Transmittals overview: one row per transmittal with ID, number, name, reason, status, date sent, cover file, created by, recipient with a +1 badge on some rows, owner and signed transmittal.
Nine transmittals. The +1 is the only sign that a transmittal went to more than one party — open it for the rest.

Nine transmittals. The +1 is the only sign that a transmittal went to more than one party — open it 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.

Transmittal TR-003 open: recipients, comments, the documents included, the cover PDF with a thumbnail, and a Has correspondence grid with two e-mails, each showing From, To, the file name and a card with the subject.
TR-003, the fire control plan that came back rejected. The correspondence block holds the e-mails.

TR-003, the fire control plan that came back rejected. The correspondence block holds the e-mails.

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.

The e-mail preview window: the subject as title, From, Sent and To fields, and the message text from the surveyor explaining why the fire control plan cannot be approved.
An e-mail from class, filed against the transmittal it answers.

An e-mail from class, filed against the transmittal it answers.