Manage related information - HxGN SDx - Update 63 - Help

HxGN SDx Help

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English
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HxGN SDx
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SmartPlant Foundation / SDx Version
10

Manage documents or tags

  1. Select Manage Documents or Manage Tags to display the documents or tags in the Results window.

  2. Select the documents or tags to include.

    • You can also search for documents or tags in the search bar.

    • You can use the Filter by options to return more targeted search results.

  3. Select RELATE.

  • The related documents and tags are displayed in their respective DOCUMENT VERSIONS and TAGS tabs. You can use these tabs to relate additional documents and tags:

    1. In the relevant tab, search for required documents or tags using the search bar.

    2. Select the documents or tags in the list of results, and select RELATE.

  • You can also use FILTER options when searching for documents.

Manage change requests

  1. Select Relationship Builder, and use the Search tab to search for change requests to relate.

    A change request can only be related to a work package when it is in the same configuration.

  2. Select the items you want to relate, and select Relate.