The Lifecycle Inquiry page can be accessed in the following ways:
Page Search - If accessed from Page Search you must enter a value in the Document Code, Document Department and Document ID fields and click on either the Forward or Backward buttons to perform a query. If a query is performed on a document with a Phase of Draft, Pending, Final or Historical (Final), the system will display all documents associated with the search document. You can click the Back link to return to Page Search.
Lifecycle Document Search (LFDOCSCH) - If accessed from LFDOCSCH, then the system will populate the Document Code, Document Department and Document ID values on LINQ with the values in the Doc Code, Doc Dept and Doc ID fields from the selected record on LFDOCSCH. When the Forward or Backward buttons are clicked to perform a query, if the search document entered has a Phase of Final or Historical (Final), all documents associated with the selected document will appear in the grid on LINQ. You can click the Back link to return to LFDOCSCH.
Procurement Document (PRCUDOC) - If accessed from PRCUDOC, then the system will populate the Document Code, Document Department and Document ID values on LINQ with the values in the Doc Code, Doc Dept and Doc ID fields from the selected record on LFDOCSCH. All documents associated with the selected document will appear in the grid on LINQ when the Forward or Backward buttons are clicked to perform a query. You can click the Back link to return to PRCUDOC.
My Requests (RQHISTM) - If accessed from RQHISTM, then the system will populate the Document Code, Document Department, and Document ID values on LINQ with the values in the Doc Code, Doc Dept, and Doc ID fields from the selected record on RQHISTM. All forward referencing documents associated with the selected document will appear in the grid on LINQ. You can click on the Back link to return to RQHISTM.
The Backward search button on the Lifecycle Inquiry page allows you to view all documents that reference the search document and were created on the same date or before the search document. The Forward button allows you to view all documents that reference the search document and were created on the same date or after the search document. You can click the Document ID link to transition to a document listed in the search results grid. Note: If a document has been archived and no longer exists on the Document Catalog, although a document link will exist for the document on the page, if the link is clicked the message, 'The Specified Document is not Available', will be displayed.
If a record on the grid section is highlighted then the search values on the page will reflect the Document Code, Document Department and Document ID of the highlighted record. When the Forward or Backward search button is clicked, initiating a search, the Document Code, Document Department and Document ID search values are cleared on the page and the system will perform the requested search.
You can download the result of the Backward or Forward Lifecycle search to a Microsoft Excel report. When the Download to Excel link is selected after a query has been performed, the system verifies that the number of records from the Inquiry does not exceed 2000 records. If the number of records exceeds 2000, an error is issued. At this point you may need to redefine your Document Filter field values to reflect a specific Document Code or select records based on dates or date ranges. You must then re-execute the Forward or Backward lifecycle search. Document Filters allow you to limit the values displayed in the grid section for your search. You may limit the Document Code that is visible by entering a value in the Document Code in the filter section of the page. You may also define a From Date and a To Date in the filter section of the page to define a date range for the documents displayed in the grid. If the number of records does not exceed 2000, a pop-up window is displayed. This pop-up window requires you to specify a path and filename to define where the report will reside once it has been created.
Refer to the "Document Referencing' section in this user guide for additional information on Referencing.