Register interest in documents to review - HxGN SDx - Update 64 - Help

HxGN SDx Help

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HxGN SDx
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SmartPlant Foundation / SDx Version
10

When you create a review plan, you are creating a checklist of items to review. After you have registered interest in a set of documents, items are added to your review plan by predefined rules that automatically assign the documents to you or by manual selection of documents you are interested in.

  1. In the Review Distribution feature set, search for Master Document Registers (MDR).

  2. Select the Master Document Register (MDR), and click Actions > Register for Interest.

  3. Select a security code and an intensity level.

  • The security codes are configuration-independent items that are used to set different security levels and can be applied to objects in a configuration. They can be used to control the confidentiality or restrict the availability of the objects, such as documents and tags.

  • The intensity determines which assignment rules are run. For example, you are a mechanical engineer and rules are in place to assign all mechanical documents to you. Selecting High runs both high and low intensity business rules to determine which documents are assigned to you.

  • You can create review plans as needed.

Set your review plan to active

Once you have created your review plan, you receive a notification and can navigate to your review plans. You must set the review plan to active to begin receiving documents to review.

  1. In the side bar, click Notifications , and select the MDR notification.

  2. Click View Context to navigate to your review plan.

  3. Click Actions > Manage Review Plan.

    You can turn on BELL on the Manage Review Plan page, to receive e-mail notification about the review plan updates. The e-mail notification has information about review plan updates along with a link which navigates to the Manage Review Plan page.

  4. Select Active in the Status list.

    Review plan status

Tell me more

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To do this

DRAFT

Create and modify your review plan. The review plan is not active, but allows you to specify documents or tags that you want to review.

ACTIVE

Activate the review plan. You then receive documents for review in your To Do List.

INACTIVE

Deactivate the review plan. You no longer receive documents for review.