Revise a Document - 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)
  1. From within the authoring tool, click SmartPlant > SPF > Revise Documents.

    • This command is available only if you have registered the active plant using the SmartPlant Registration Wizard and if the authoring tool has implemented the SmartPlant Foundation revision functionality.

    • You can revise documents in an integrated environment from the Publish dialog box. For more information, see Revisable and Locked Documents for COM environments or Revisable and Locked Documents .NET for .NET environments.

  2. If you logged onto the authoring tool with a user name that is not defined in the integrated environment, log on to SmartPlant Foundation using a valid user name and password for that application.

    SHARED Tip The documents that appear in the documents tree view on the Revise dialog box when it first appears are documents that were selected within the authoring tool before you clicked the Revise command. Click Engineering Tool to add documents from authoring tools. Click Delete to remove a document from the list.

  3. For a new document or a document that does not yet have a defined revision scheme, select the revision scheme you want to use from the Revision Scheme Name list.

    • Only revision schemes that are applicable to the configuration (plant) or classification (document type) are available in the shortcut menu. The revision schemes related to a configuration or classification are not available for any other configurations or classifications. If none of the revision schemes are related to the configuration or classification, then all revision schemes are available unless they are related to any other configuration or classification. For more information on revision scheme configuration, see Configure different revision scheme strategies.

    • Any revision scheme that was previously assigned to a document can be changed even if the document has been published or retrieved. For example, if the original revision scheme for a document was set as Rev01A, you can change the revision scheme to Rev1A at any time.

    • Revision schemes can be set at any level of the document hierarchy.

    You can revise a document that has been previously signed off and it can be re-published into SmartPlant Foundation.

  4. In the Revise in Tool section, select the next available major and minor revision values.

    • The current revisions of the tool will not be available in the Major and Minor list. You can select the current revisions of the tool only if they are not active.

    • If the Allow skipping revisions option is set to False on the Manage Integration Options dialog box in SmartPlant Foundation Desktop Client, you are limited to which revisions you can select.

  5. Click OK. The document currently available for retrieval by other authoring tools is not updated until you publish this revised document. For a new document or a document that does not yet have a defined revision scheme, select the revision scheme you want to use from the Revision Scheme Name list.

    • Any revision scheme that was previously assigned to a document can be changed even if the document has been published or retrieved. For example, the original revision scheme for a document was set as Rev01A, you can change the revision scheme to Rev1A at any time.

    • Revision schemes can be set at any level of the document hierarchy. For example, if you select P&ID Documents from the top level of the tree, then select a revision scheme, the revision scheme applies to all documents and all documents in subfolders under P&ID Documents. If you select a folder, such as P&ID, then select a revision scheme, the revision scheme applies only to the documents in that folder.

    • A progress bar is displayed to show the progress of the revise operation.

See Also

Revise Dialog Box