Objective: To create the secure document in File Cabinet in RedSky.

  • Open any Service Order and go to File Cabinet

  • To secure a document, go to Administration -> Reference.

             After that, in the Parameter field enter the document and select Search.

Against the Document Tab in the Parameter list select the ‘View List’ button.

  

  • After that a Reference List will open containing different document types, as below:

  • Select any document type (we have selected the Customs form document).

The reference Detail tab will open, in this tab enter the value as ‘Y’ for the Bucket field, as below:

  • Now the document with Document Type as Customer Form has been secured.
  • Now if you upload a document in the File Cabinet and select the Document Type as Customs Form, it will appear in the Secure Doc folder as below:

  • The user is getting the message ‘You are not authorized to view Details’ is because the user is not assigned as a coordinator to the highlighted Service Order.
  • Only the user which is assigned as a coordinator to this Service Order along with either of these roles:

ROLE_ADMIN, 

ROLE_FINANCE, 

ROLE_BILLING

will have access to the Secure Document.

In this example the service order is ‘STVF100307002’ which has the coordinator ‘M LINDBERG’ assigned with username as ‘mlindberg’.

  • Now while logging in, this user will be able to see the Secure Documents.