Linked Validation Codes

Article • 4/27/2026 • 2 min read

Displays all the codes that are attached to the selected document. Users can simultaneously link or remove the document to an individual or multiple code.

Link Validation Codes : Users can link the selected document to an individual or multiple codes.

The above action can be performed only when the latest version of the document is active. The Link button is disabled for inactive documents, accompanied by a notification icon . A note indicates, “It can’t link this document as it is marked inactive.”

To link a document to a new validation code :

  1. Choose Documents > Documents Search in the navigation pane.

  2. Search and select the document from the document search grid.

  3. Click the Linked Work Orders icon in the contextual panel.

    • A Linked Validation Codes window appears, and all codes linked with the selected document will be listed in the grid.

  4. Click the Link button. Link to new Validation Codes grid expands below the panel.

  5. Select the Code Type and Code from the drop-down. These fields are mandatory to choose. The following types of code are available: Area , Department , Equipment class , Item class , ISO9000 , and Mech Integrity. Users can choose one of them from the code type drop-down menu.

  6. Enable toggle button Print With WO to print that document along with the work order.

  7. Click the Add button; Click Add Another button to link a new validation code and repeat the steps.

To link a document for Multiple Validation Codes:

  1. Follow the first three steps mentioned under link a document to a new validation code.

  2. Click the More button and choose the Multiple Link button from the drop-down; Validation Code Search panel opens.

  3. Select the Code Type from the drop-down.

  4. Select one or multiple codes, check the boxes, and click Add. The selected codes will be linked to the document.

Based on the screen resolution, action buttons like Multiple Link and Remove can be arranged next to one another on the header or grouped in a More drop-down menu.

Remove : Users can unlink validation codes from the selected document.

To remove a linked validation codes from document:

  1. Follow the first three steps mentioned under link a document to a new validation code.

  2. Select multiple codes and check the boxes.

  3. Click the More button and then click the Remove button from the drop-down.

  4. DMS Remove Link Confirm Valicode alert prompt opens:

    • Click the Delete button to remove the code.

    • Click the Cancel button to retain the code.

    • To send an email, click Send Email.