Claim a step in a workflow - SmartPlant Foundation - IM Update 48 - Help - Hexagon

SmartPlant Foundation Help

Language
English
Product
SmartPlant Foundation
Search by Category
Help
SmartPlant Foundation / SDx Version
10
SmartPlant Markup Plus Version
10.0 (2019)
Smart Review Version
2020 (15.0)

This option is available when a workflow step has multiple recipients.

  1. In the To Do List, select one or more steps that you want to claim.

    SHARED Tip Steps can be set up so that one user responds for all recipients or so that one user responds per role. If the step is set up either of these ways, you must claim the step before continuing.

  2. Right-click the selected step or steps.

  3. Click Claim on the shortcut menu.

  4. Click Yes to claim the step.

  5. Add any comments.

    SHARED Tip When you claim a step, the Claim command disappears from the shortcut menu for the step in your To Do List, and the step disappears from the To Do Lists of other users.

  • After you claim a step, you can complete the action required by the step.

  • In a parallel workflow, you can claim a single step, instead of all parallel steps, if that single step has a role assigned to it. This situation applies if the step is set up for claim by role.