Create a reason for receipt - HxGN SDx - Update 64 - Administration & Configuration

Administration and Configuration of HxGN SDx

Language
English
Product
HxGN SDx
Search by Category
Administration & Configuration
SmartPlant Foundation / SDx Version
10

Reasons for receipt allow you to define why a user is receiving an assignment, such as work, information only, and comment. This object is used on the transmittal matrix assignments and workflow step recipient forms.

  1. Select File > New > Workflow > Reason for Receipt to display the New Reason For Receipt dialog box.

  2. Type a unique name and description for the reason for receipt.

    The description is used in the Reason For Receipt (RFR) column item in the To Do list column set and so should not be left blank.

  3. Select the Information only option if the reason for receiving the transmittal will be only for informational purposes.

  4. Click Finish to create the new reason for receipt.