Documents can be created to manage line list records. The line list record document contains a grouping of the line list records and can be used to edit a group of line list records.
-
Find the line list for which you want to create a line list record document. To find the line list, click Find > Line List > Line Lists.
-
Right-click the line list, and click Create Line List Record Document.
If you are working in an integrated environment and have not registered the line list application (LLA) with the data warehouse, you must register before you can create a line list record document or snapshot. This is required because a revision must be reserved in the warehouse when the document is created. For more information, see Register SmartPlant Foundation.
-
After the document is created, you can create a snapshot. Snapshots provide a view of the document data at the time the snapshot was created. For more information about creating a snapshot of a list document, see Create a Line List Document Snapshot.
-
You can edit the list document in the List Edit window. For more information, see List Edit window and Edit a list associated with a list document.
-
After a line list record document has been signed off, you can revise it. See Revise a Document for more information about revising documents.