New Document Categories (Projects + Manual Steps)

Project-level document categories

Some customers have requested over the years to be able to upload/link Attachments at AC Project level (eg to link to Project Plan, Project Charter type documentation). Historically this was only possible via a limited Windows GUI capability – and was not available in the WebUI at all. ActiveControl 9.00 introduces this new capability – however it can only be used in the new Web Platform, not in the legacy WebUI or Windows GUI. As part of this, new document category class for ActiveControl Projects has also been added – so that customers can define the various types of Project level documentation that they might want to add.

Figure: New project-level Documentation Category

Configuration Steps

Project-level Document Categories are configured in the usual way via /BTI/TE_ATT_CAT table. Please refer to this online Knowledge Article for further information.

* The pre-existing ShiftLeft: Check Documentation (0051) analyser can NOT be used to check for document attachments at Project level. If this is something that customers are interested in, please raise a support ticket to highlight this.

Manual Step-level document categories

As part of the Web Platform, a new document category for Manual Steps has also been added.

Figure: New Manual Step level documentation category

Configuration Steps

Manual Step level Document Categories are configured in the usual way via /BTI/TE_ATT_CAT table. Please refer to this online Knowledge Article for general instructions on Document Categories.