Upload Lesson Learned Related Documents - EcoSys - 3.01 - Help - Hexagon PPM

EcoSys Projects Help (3.01)

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EcoSys Standard Version

This procedure allows you to upload the lesson learned related documents and its associated hyperlinks.

  1. Navigate to Projects > Project Lesson Learned.

  2. At the top of the screen, in the green parameter bar, click the Project ellipsis to select the required project.

  3. If required, click REFRESH to update the screen.

  4. Click the Project Lesson Learned Register tab.

  5. Select the Lesson ID hyperlink. The Lesson Details panel appears.

  6. Click the Documents tab. The existing lesson learned related documents appear.

    • To view the existing attached documents, click the Attachment hyperlink.

    • To view the existing document URL, click the URL hyperlink.

  7. Click the Insert Row icon to add a new comment.

  8. Type the required description in the Description column.

  9. (Optional) Add the required hyperlink. Follow the procedure below to add the hyperlink.

    1. Type the required web address of the risk document in the Comment or URL column.

      When entering a URL, make sure to prefix the URL with "http://" or "https://".

    2. Click SAVE. The web address typed in the Comment or URL column auto-populates as a hyperlink in the URL column.

  10. (Optional) Attach the required document in the Attachment column. To attach the document, perform the following:

    1. Click the Attachment icon.

    2. Click UPLOAD and then click Choose File to select a file to upload.

    3. Type the description of the document in Document Description.

    4. Click SAVE.

      Click the Delete Row(s) icon to delete the selected row.