The transmittal life cycle is summarized as follows:
Life cycle phase
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Details
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Creation
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Provide transmittal details, such as planned completion date.
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Create any additional transmittal sections, as required.
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Select the transmittal workflow.
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Create the transmittal with a RESERVED state.
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Attach Documents
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Manage Recipients
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Add recipients manually or from a matrix.
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Set recipient reasons for receipt, acknowledgement, and so forth.
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Issue
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Run and attach the transmittal report.
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Generate alternate rendition and replace the original file.
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Send notification to recipients (e-mail and/or SmartPlant Foundation Inbox).
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Set the transmittal IssueDate.
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Set transmittal state to ISSUED.
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Freeze the transmittal structure.
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Track Responses
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Complete
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In addition to these standard life cycle events, a transmittal may also exist in the
following states.
Template
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Cancel
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Set the transmittal Cancel Date, User and Reason
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Set the transmittal state to CANCELED
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Freeze the transmittal structure
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If cancelled from the ISSUED state, reissue to recipients as CANCELLED.
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