Using Workflows in an Integrated Environment - Integration - Update 44 - Help - Hexagon

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Smart 3D Version
12.1 (2019)
Smart Construction Version
2019(7.0)
SmartPlant Foundation / SDx Version
10
Smart Electrical Version
2019 (9.0)
Smart Materials/Smart Reference Data Version
2020 (10.0)
Smart P&ID Version
9 (2019)
Smart Review Version
2020 (15.0)
Smart Engineering Manager Version
10 (2019)
Smart Interop Publisher Version
13.1 (2019 R1)
Smart Isometrics Version
7.0(2019)
Spoolgen Version
9.0(2019)

Integration facilitates automated engineering workflows that mimic manual workflows in the plant design lifecycle by combining authoring tools with the change management functionality provided by SmartPlant Foundation. These multi-step workflows take preliminary documents and engineering deliverables through a design process involving designers, engineers, and management.

In SmartPlant Foundation, workflows manage changes to information. Information is published in the form of documents. When you publish a document, you can submit the document to a workflow by selecting a workflow in the Publish dialog box. There may be several workflows for each document type. You cannot publish a document into a specific step of a workflow; therefore, each overall workflow must be divided into logical steps that determine the order of events that need to occur for a document to move through the workflow.

Workflows are available with full integration only.

Workflow Configuration

SmartPlant Foundation manages document workflows, and each workflow is configured according to the customer’s needs. Administrators can configure workflows in SmartPlant Foundation Change Management Administration. Users interact with workflows in the SmartPlant Foundation client. Workflow notifications can also be sent to users through e-mail.

Workflow Steps

In SmartPlant Foundation, workflows contain the steps necessary to achieve a change management process. Each step defines an action that a user or the software must complete for the object to move to the next step in the workflow. Steps can optionally have a list of checklist items that the user must complete and check off before the object moves to the next step.

Dependencies define the order of processing for each step in a workflow. As each step is completed, the object moves through the workflow to the next step. The approval of a document or the completion of a checklist can initiate the generation of a task for another user.

As steps are assigned to users, work to be completed appears in the appropriate user's To Do List in the Web Client or Desktop Client. Users can also receive e-mail notification when the To Do List contains work for them to do if the workflow step is configured to trigger e-mail notification.

Steps can be assigned to user groups created in SmartPlant Foundation System Administration. For example, you can create a user group in System Administration called P&ID Lead and assign all users who have the P&ID lead role to that user group. Then, you can associate the user group with particular steps in the workflow in SmartPlant Foundation Change Management Administration. When the workflow steps the user group is associated with become active, users assigned to the P&ID Lead user group receive work to complete in their SmartPlant Foundation To Do Lists. Individual users can also be associated with specific workflow steps.

For example, the approval of a PFD can cause the software to place that PFD in the To Do List of all the members of the P&ID Lead user group. The presence of the PFD in the To Do List indicates the need to retrieve that PFD into the Smart P&ID authoring tool database.

One of the P&ID Lead users can assign the work to another user. Assigning the work to another user puts the PFD into the individual’s To Do List and sends the individual e-mail notification. Then, the user can open the authoring tool and click SmartPlant > Browser command to launch the SmartPlant Foundation Web Client to see the assignment in the To Do List.