The Work Package Planning workflow is used to support the planning workflow for plant maintenance or inspection work packages by grouping data, documents, and tags into manageable data sets.
The steps that make up the workflow are described in the following table.
If you choose to edit the workflow, do not remove any steps marked as mandatory.
For information on how to upgrade a workflow template, and the changes that have
been made in various updates, see Upgrade the work package workflow templates.
|
Step name |
Description |
Mandatory? |
Comments |
|---|---|---|---|
|
Propagate Recipient to Originator |
Sets the step recipient to be the creator of the work package. The next step is Add drawings and documents or comments. |
No |
|
|
Add drawings and documents or comments |
Allows the creator of the work package to add drawings, documents, and comments to the work package. The next step is Generate PDF rendition. |
Yes |
If this step is removed, the work package will not contain any objects. |
|
Generate PDF rendition |
Creates PDF renditions of the files attached to the work package. If the PDFs are successfully created, the next step is Generate merge PDF rendition. If the PDF generation failed, the next step is Correct Failure. |
Yes |
PDF renditions of the files are generated to prevent the recipient from modifying the original files. If this step is removed, these read-only renditions are not created. |
|
Generate merge PDF rendition |
Creates a single PDF rendition of the work package, including markups and attached files. This PDF rendition remains available for the work package even after it is closed. If the PDF is successfully created, the next step is Branch based on approver role or user related. If the PDF generation failed, the next step is Correct Failure. |
Yes |
PDF renditions of the files are generated to prevent the recipient from modifying the original files. If this step is removed, these read-only renditions are not created. |
|
Correct Failure |
Allows the creator of the work package to either correct the issues that caused the failure or send the work package back to the add drawings and documents step so that the attached files can be modified. If the user resolves the issue, the next step is Generate PDF rendition. Otherwise, the next step is Add drawings and documents or comments. |
No |
|
|
Branch based on approver role or user related |
Checks whether a role or user is assigned to perform the review of the work package. If a user or role has been assigned to carry out a review, the next step is Propagate recipients to the targeted user/role. If there are no roles or users assigned, then the next step is SDADeleteWorkflowContextMarkups. |
No |
|
|
Propagate recipients to the targeted user/role |
Sets the step recipient to the specified user or role. The next step is Review work package. |
No |
|
|
Review work package |
Allows a user with the Planner role to review the content attached to the work package. If the user approves the work package, the next step is SDADeleteWorkflowContextMarkups. If they reject the work package, the next step is Add drawings and documents or comments. |
No |
|
|
SDADeleteWorkflowContextMarkups |
Deletes the markups related to the work package if this is enabled in the system options. The next step is SetWorkpackagestatustoACTIVE. |
No |
|
|
SetWorkpackagestatustoACTIVE |
Changes the status of the change request to Active. This is the last step in the workflow. |
Yes |
If this step is removed, the work package status will not be modified. |