Sign off on a document - SmartPlant Foundation - IM Update 46 - Help - Hexagon

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

After modifications to a document revision are complete, you can sign off the document to finalize it. Signing off a document sets the document to be the current released revision, makes it official, and supersedes any previous released revisions. Document revisions that have been signed off are frozen and cannot be checked out.

To sign off a document, the document must be checked in.

After a document has been signed off, additional changes can only be made to the document by revising the document. When you revise a document, the software prompts you for the major and minor revision numbers that you want to associate with the revision.

  • You can select multiple documents for check in, check out, undo check out, sign off, and sign off with form operations.

  • When you delete an object, the object is permanently removed from the SmartPlant Foundation database.

  • If you do not want to permanently remove the object from the database, use the Terminate command instead. Using this command preserves the history of the object in the database.

When you delete a document object, you also delete the attached file(s) from the vault.

Sign Off dialog box

Allows you to sign off, or lock, one or more documents, preventing further changes to the latest revisions of those documents.

The table provides read-only information in the following fields about the documents to be signed off in SmartPlant Foundation.

Name - Displays the name of the document, and a check box that determines whether the document is signed off in SmartPlant Foundation. This check box has the following available states:

  • Checked - The document is selected for sign off.

  • Unchecked - The document is not selected for sign off.

  • Gray - A file nested under the document is selected for sign off. The box for the parent document can be selected or not.

Description - Displays the description of the document.

Revision - Displays the document revision number.

Revision Status - Displays the revision state of the document.

Out of Date - Specifies whether the document is out of date.

Item Owner - Displays the owner to which the document belongs.

Owning Group - Displays the owning group to which the document belongs.

Select All - Quickly selects all documents to sign off.

Clear All - Quickly removes all documents for sign off.

Expand All - Expands the Select revisions tree to display all nested reference files.

Sign off all references - Selects all nested reference files for sign off.

Reset defaults - Sets the Select revisions view to default selections that were displayed when the dialog box was opened. By default, all editable files are pre-selected when the dialog box is opened.

  • A file with text that is grayed out in the Select revisions view is not available for sign off.

  • All date and time settings are stored in the database in Greenwich Mean Time (GMT), but displayed in local time, as determined by the regional settings on the local computer.

Sign Off with Form dialog box

Allows you to sign off documents, add comments to the document properties, and specify the date on which the sign off occurred.

The table provides read-only information in the following fields about the documents to be signed off in SmartPlant Foundation

Name - Displays the name of the document and a check box that determines whether the document is signed off. This check box has the following available states:

  • Checked - The document is selected for sign off.

  • Unchecked - The document is not selected for sign off.

  • Gray - A file nested under the document is selected for sign off. The box for the parent document can be selected or not.

Description - Displays the description of the document.

Revision - Displays the document revision number.

Revision Status - Displays the revision state of the document.

Out of Date - Specifies whether the document is out of date.

Item Owner - Displays the owner to which the document belongs.

Item Owning Group - Displays the owning group to which the document belongs.

Select All - Quickly selects all documents to sign off.

Clear All - Quickly removes all documents for sign off.

Expand All - Expands the Select revisions tree to display all nested reference files.

Sign off all references - Selects all nested reference files for sign off.

Reset defaults - Sets the Select revisions view to default selections that were displayed when the dialog box was opened. By default, all editable files are pre-selected when the dialog box is opened.

  • A file with text that is grayed out in the Select revisions view is not available for sign off.

  • All date and time settings are stored in the database in Greenwich Mean Time (GMT), but displayed in local time, as determined by the regional settings on the local computer.

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