Create a data sheet document - SmartPlant Foundation - IM Update 46 - 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)

To manage different versions of the data in a data sheet, you must create a document and associate it with the object managed by the data sheet. SmartPlant Foundation manages a special kind of document, a data sheet document, for that purpose.

SHARED Tip To create a data sheet document, the IPD portion of SmartPlant Foundation must be registered for integration for the active plant. For more information, see Register SmartPlant Foundation.

  1. Find the instrument for which you want to create a document to manage versions of the data sheet.

  2. Right-click on the tag, and click Create Document for IPD.

  3. Select the document type for the new document.

  4. Click Next.

  5. Provide additional information for the new document. Asterisks (*) indicate required information.

    • The name of the document is based on the name of the tag. For example, for an instrument with the name CX-00507, the new document is named CX-00507-Datasheet Document.

    • The document is automatically related to the tag named in the Parent Instrument field.

While the document is associated with the tag, it initially does not store any data about the tag. To associate tag data with the document for version control, you must create a snapshot of the data sheet data. For more information, see Create a snapshot of a data sheet document.