Transmittal life cycle - SmartPlant Foundation - IM Update 46 - Help - Hexagon

SmartPlant Foundation Help

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English
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SmartPlant Foundation
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SmartPlant Foundation / SDx Version
10
SmartPlant Markup Plus Version
10.0 (2019)
Smart Review Version
2020 (15.0)

The transmittal life cycle is summarized as follows:

Life cycle phase

Details

Creation

  • Provide transmittal details, such as planned completion date.

  • Create any additional transmittal sections, as required.

  • Select the transmittal workflow.

  • Create the transmittal with a RESERVED state.

Attach Documents

  • Add the required documents.

Manage Recipients

  • Add recipients manually or from a matrix.

  • Set recipient reasons for receipt, acknowledgement, and so forth.

Issue

  • Run and attach the transmittal report.

  • Generate alternate rendition and replace the original file.

  • Send notification to recipients (e-mail and/or SmartPlant Foundation Inbox).

  • Set the transmittal IssueDate.

  • Set transmittal state to ISSUED.

  • Freeze the transmittal structure.

Track Responses

  • Reporting on outstanding action, overdue actions, and so forth.

Complete

  • Set the transmittal Completion Date.

  • Set the transmittal state to COMPLETED.

In addition to these standard life cycle events, a transmittal may also exist in the following states.

Template

  • This is a special state indicating that the transmittal can be used as a basis for new transmittals.

Cancel

  • Set the transmittal Cancel Date, User and Reason

  • Set the transmittal state to CANCELED

  • Freeze the transmittal structure

  • If cancelled from the ISSUED state, reissue to recipients as CANCELLED.