Perform QA review - HxGN SDx - Update 64

Perform QA review - HxGN SDx - Update 64 - Help

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SmartPlant Foundation / SDx Version

Hexagon University Icon eLearning is available for this topic. Check it out here: HxGN SDx® | Review Documents and Drawings.

In your To Do List, select a document review task, and click Actions > Perform QA Review.

Click WAIVE to decline the document review. You cannot waive a partly completed review.
Add markups and actions on the document.
On the Reviews tab, add the review comments.

On the toolbar, click CREATE INTERNAL TECHNICAL QUERY to request more information from an internal resource.
Click COMPLETE. The review is marked as complete and is removed from your To Do List.

The main stages of a document review are:

Name	Description
Assignment	A document is assigned to a reviewer based on the review plan or the document review matrix. The documents are added to the QA Review workflow, and notifications are sent to the reviewers. A due date is calculated, and a review task appears in the To Do List of each reviewer.
Review	The reviewer carries out the document review, and can add markups to the review. The reviewer can also create an outgoing action or an internal technical query within the review activity. When finished, the reviewer completes the task.
Consolidate	The consolidator collates all the completed document reviews and any related actions. The consolidator reviews all the comments and markup layers for the document, and selects all applicable markup layers for consolidation. The consolidator can also reject the actions from the original document reviewers. The consolidator then sets the return code and completes the task.
Contractual Compliance Review	This is an optional step. The compliance reviewer ensures that the documents comply with the contractual norms.
Issue	After the consolidation task is complete, the actions are initiated to the contractor. These actions appear in the contractor's To Do List and follow an independent life cycle to track their acceptance and closure. The rejected actions are returned to the submitter.

1	The details of the review, where you can add your review and markups, as well as click individual tabs to add and view actions or comments.
2	Creates an internal technical query in the responder's organization to gather more information.
3	The document summary includes the name, description, and files, and displays the responders and contributors selected for the review.
4	Click COMPLETE to finish your review. Click WAIVE to choose to ignore the review. Markup layers with reviews in draft or waive status are not visible to other reviewers or the consolidator. The system automatically selects all the markup layers of completed reviews for rendition generation. However, if the same revision is submitted for a review with a new issue purpose, the system automatically selects the markup layers created for the current review and not the layers of previous reviews. A consolidator can manage this selection. For more information on how to configure this setting, refer to Navigate client API and its delivered methods.
5	The supporting information, where you can attach files and manage any related items.
6	The files and reference objects, such as actions, added as information to support the review.
7	Displays the recipients along with the review progress information. Reviews that are in progress are shown as In Review and those not started are shown as Review not started. The consolidator and reviewers are distinguished by distinct icons.

The following review statuses are found in the document review user interface.

Review status	Visible to	Description
CLOSED AUTOMATICALLY	Originating organization	The document review is closed automatically because the review process is overdue or by the consolidation process.
COMPLETED	Originating organization	The document review is complete and finished.
DRAFT	Creator in originating organization	The document review has been created as a draft, but it has not been completed.
WAIVED	Originating organization	The document review recipient chooses to ignore the review.

Document reviews are not visible to contractors.