Adding Gate Documents to Process Model Gates

A gate document is a project document that is stored as part of a specific gate. Gate documents contain information related to the gate, for example meeting notes and scorecards, can be automatically generated using templates and field codes to populate the document information.

To add a gate document to a model:

1. From the System menu, select Process > All Models and create a gated, non-gated, or an idea model, or select the model to edit.
2. Do one of the following:

• To add a new gate document - In the Model tree, click next to the gate to add the gate document.
• To edit an existing gate document - Expand the gate within the Model tree and select the gate document.

3. Complete the following information to identify the gate document:
   
   Required fields display with red text and an asterisk * if the field is empty.

Field	Description
Name	Enter a name, up to 64 characters long, which identifies the gate document.
Description	Enter a description of the purpose or nature of the gate document. This description helps others identify the document within each project.
Order	Enter a number to specify the gate document's place when it displays in a list. Lower numbered gate documents display higher in the list.
Configuration Access Groups	Select the access group(s) to which the gate document belongs. Process Designers with matching permissions will be able to edit and/or configure the gate document. The access groups displayed are based on the current user's access group permissions and the access groups the process model belongs.See Restricting Configuration via Access Groups Overview for more information on using access groups restrictions within models.

4. In the Content and Workflow Options section, define the contents of the gate document:

Field	Description
Template	Click to select a template file from the Template Library to use for the gate document. (missing or bad snippet) Gate document templates must be Process Documents (file) templates. See Templates Overview for more information about template types.
Allow versions to be deleted	Select this check box to allow the deletion of versions of the gate document.

5. Click Create to add the new gate document, or click Save to save changes to an existing gate document.

Notes:    To rename an existing gate document, select the gate document within the model, as described above, update the name in the Name field, and click Apply. To delete a gate document, select the gate document within the model as described above, and click Delete. To move a gate document to a different gate, delete the document from the original gate and add it to the new gate.