Drag and drop the selected document onto the CPFM icon in the CPFM vault. - This is the same procedure whether you are choosing a document from your desktop/shared file or from the Migration vault.
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When you drop the document onto the CPFM icon in the vault, it triggers the Select Document Type screen to open. - For arc flash documentation, always select Project-Buildings.
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After you select your Document Type, the properties Wizard for the document will open. - The Wizard will open up in the Project Building tab.
- Fields in bold, red text are required properties and must be filled out.
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You can click on the Magnifying Glass symbol next to any property in the Wizard to open up a list of searchable choices. | 
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Enter the Project Source. - This is usually already populated with the source CAPITAL.
- For arc flash documentation, you will leave this property as CAPTIAL.
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Enter the Project number | 
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Enter the Site - This field will automatically populate with the Site information associated with the project when you enter the Project number.
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Enter the Building - This field will automatically populate with the building associated with the project when you enter the Project number.
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Enter the Floor(s) - Click on the magnifying glass symbol to open up a list of searchable choices.
- Depending on the Project number, this list of choices will vary.
- You can also choose NA or TBD if no floor is indicated in the import file information.
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Click on the Classification tab | 
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Enter the Responsible Group - For arc flas documentation, choose Maintenance and Operations (M&O) group.
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Enter the Document Class - For Closeout Documentation, always choose TECHNICAL DOCUMENT.
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Enter the Sub Class - The Sub Class should be ANALYSIS.
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Enter the Discipline - The Discipline should be ELECTRICAL.
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Enter the System - The System should be POWER.
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Click on the General tab | 
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Enter the Description In the Description field enter "ARC FLASH ANALYSIS".
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Enter the File Suffix - The file suffix will auto-populate.
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Enter the Revision Level - This is usually already populated with the level 0.
- You do not usually have to change this.
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Enter the Security Level - The usual Security Level for arc flash documents is STANDARD.
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Enter the Originator | 
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- If you know the vendor for the product, select EXTERNAL.
- You will then need to enter the Company.
- Click on the magnifying glass symbol to open up a list of searchable choices.
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Enter the Asset Class - This is usually already populated with the class EQUIP.
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Enter the Equipment Number - Enter or find the equipment number.
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Click on the Finish button at the bottom. | 
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