Excel Integration - Document Links

Introduction

This section describes a proposal for the Excel Integration user interface for handling links between planning documents and their background and review documents. This includes links to the following types of documents:

  1. Technical and contractual Grundlagen documents

  2. Stellungnahmen, Prüfberichte and Q-Eklärungen documents

Definitions

  1. Grundlagen document - A technical or contractual Grundlagen document

  2. Planning document - A document defined in the Excel Integration planning spreadsheet

  3. Review document - A Stellungnahmen, Prüfberichte or Q-Eklärungen document

  4. Target document - A document linked to a planning document. This includes the Grundlagen and review document listed above

Limitations of Excel Spreadsheet

Features that are different between the Excel and Web interface.

  1. Possible:

    1. Create additional links, the link types will be restricted by the column in which the link appears. See the following sections
    2. Display multiple links. Multiple links will be displayed in cell comments

  2. Not possible:

    1. Create or display link notes

    2. Delete document links to Grundladen documents

    3. Delete document links to review documents. Changing a serial code will cause the existing link to be replaced. See below

Links to Grundlagen Documents

  1. Links are document-to-document, and link the latest revision of the planning document to the latest revision of the linked document

  2. The linked documents are identified by their Document Code (excluding the revision code)

  3. Link types depend on the spreadsheet column:

    • TGL - technische Grundlagen

    • VGL - vertragliche Grundlagen

  4. Link entry requires entering the entire document code
  5. Multiple links are allowed. Adding another document will add an additional link
  6. No checking of the target document is made beyond checking that a document exists with the given document code

Links to Review Documents

  1. Links are revision-to-document, and link the specific revision of the planning document to the latest revision of the target document

  2. The linked documents are identified by their Serial Codes

  3. Link types depend on the spreadsheet column:

    • STN - Stellungnahme

    • PRB - Prüfbericht

    • QEK - Q-Erklärung

  4. Link creation/update requires the user to enter the entire serial code of the target document
  5. No checking of the target document is made beyond checking that a document exists with the given serial code.

  6. Only one linked document can be created. If the serial code is changed and the link is saved, then the linked document will be replaced by the new code. (Is this OK?)

  7. The serial code must be of the correct type for the column. E.g. the Stellungnahme column will only accept Stellungnahme serial codes. If the serial code is an incorrect type, then the link cannot be saved an error will occur. The row will be highlighted and cell comment with the error will be created

Issues: for review/discussion

  1. I am assuming that it is possible for Stellungnahmen, Prüfberichte and Q-Eklärungen to be in a different Bereich than the planning document. This means that the Bereich of the linked document must be entered, and consequently the entire serial code.

Excel User Interface

Will probably be implemented using a pop-up window

Performance issues:

  1. Displaying link information when ready from the server will be slow -- avoid doing this
  2. Or update server document read to include XML containing document codes to linked documents?

    1. Documents: list of Grundlagen documents

    2. Revisions: list of review documents (and their serial codes)

Possible features:

  1. Clicking on a link column will cause a pop-up window to appear
    1. Get/display link info
    2. Update link
  2. Multi-field entry of

    1. Serial Codes

    2. Document Codes for Grundlagen document -- this is harder

to be completed

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