Transmittals workflow - HxGN SDx - Update 64 - Help

HxGN SDx Help

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SmartPlant Foundation / SDx Version
10

There are three types of transmittals:

  • Incoming Transmittals – Transmittals created by the owner company to record the receipt of documents from the contractor. The documents are then manually loaded into the system.

  • Internal Transmittals – Transmittals initiated within the organization to send documents to internal users.

  • Outgoing Transmittals – Transmittals initiated within the owner company to send documents to another organization. Information can be shared with organizations that do not have a contract or access to the SDx system by selecting the Offline option while creating the transmittal.

    Contractor and supplier organizations can send documents to another company using the submittal process. For more information, see Submittals.

For more information on the transmittal workflow, see Working with transmittals.

Transmittals Acknowledge the transmittal Notification step created Email sent to target user Is it an offline transmittal? Prepare the transmittal Issue the transmittal? Create a transmittal Receive a transmittal