Check in a document - 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)

The Check In command allows you to check in documents that previously have been checked out for editing. This command is available when you right-click one or more checked-out document.

  1. Right-click the document version that you want to check in to SmartPlant Foundation and click Edit > Check In.

    Documents created without a configuration value can be checked out, checked in, revised, updated, or signed off when your active configuration is set above the plant level to Scope Not Set.

    • You must select the document version that you checked out previously. If any of the selected document version are not checked out, the Check In command does not appear on the shortcut menu.

    • To determine whether a document is checked out and who has the document checked out, select the document, and review the information in the Properties window. If Checked Out property is True, then the file is currently checked out. The user who has the document checked out is listed as the Creation User of that document version.

  2. Select the documents and reference documents to check in to SmartPlant Foundation in the Check In dialog box.

    • If the file you check in has reference files and there are duplicate copies of a reference file in SmartPlant Foundation, the software prompts you to select the appropriate reference file to attach.

    • If the file you check in has references to files that are not in SmartPlant Foundation, the software displays an error message to let you know that the referenced files do not already exist. You can create the relationship to the reference file later, after it has been added to SmartPlant Foundation.

  • When you check in a document, the software places the attached file or files in a vault determined a number of relationships, which may include the owning group of the document.

  • After the file has been placed in the vault, access to the file is controlled by the owning document.

  • When you check in a document, the software sets the checked in indicator to True and the checked-out indicator to False. If the document has attached files, the software sets the access flag to 2 for the version, which means that only members of the owning group can modify the files.

  • You cannot attach a file during the check in of the document. However, once the document is checked in, you can find the latest version of the document and then attach the file.

  • When you check in a file that has reference files, all reference file relationships are maintained and updated for each file that is checked back into SmartPlant Foundation. The following changes are made to reference file relationships, depending on changes you make while the document is checked out for modification:

    • If you check in a file that no longer references the same files, old reference file relationships are terminated.

    • If you check in a file with different reference files than those referenced previously, old reference file relationships are terminated, and new reference file relationships are added.

    • If you check in a file that did not have any reference files before, but now references one or more files, new reference file relationships are created.

  • When you check in a file, all Referred by relationships are updated if the master file is not in the Checked In or Revised state.

    • The software terminates the relationship between the master file and the previous version of this file.

    • The software creates a new relationship between the master file and this checked in version of the file.