Forms and Checklist Library - Intergraph Smart Completions - Intergraph Smart Completions Update 18 - Help - Hexagon

Intergraph Smart Completions Help (5.3.18)

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Intergraph Smart Completions
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Smart Completions Version
5.3.18

The Test Forms Library houses all mail merge forms for paper execution. The Microsoft Mail Merge functionality allows any "static" form to be populated with a mail merge database field. Once the form is updated with the appropriate nameplate and process fields, the form can be saved and uploaded into the database. Forms must use the Smart Completions mail merge fields inserted into the MS Word document for successful use in the project. Forms are assigned to task models and task models create tasks.

This module is used to recreate their forms in the Task Models (digital execution type) inspection steps. You can import the forms list generally twice, first as the forms library, and second for task models, so that they can link the form to the task model. As it is task models that are assigned to objects (assets, loops, packs etc.), when they use the forms library the Task Models are of paper execution type, and they would use mail merge functionality for all planned tasks.

A Test Form is considered a control document and therefore requires a revision number in order to save the record. When a form is approved, Smart Completions will automatically archive the approved version so it can be accessed anytime and compared against the latest current version.

  • The CCMS Mail Merge functionality only works with MS Word documents and not MS Excel sheets.

  • If a project is using digital task models, there is no need for creating mail merge MS documents as the digital tasks can be printed with QR codes, same as mail merged forms.

  • If there are additional fields that are not in the Discipline manager specific Mail Merge templates but are in the Smart Completions interface, please contact your appointed Smart Completions representative to have the field(s) added.