Claim objects - SmartPlant Foundation - IM Update 46 - Help - Hexagon

SmartPlant Foundation Web Client Help

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SmartPlant Foundation / SDx Version
10

Your administrator can configure objects to be claimed and modified.

What objects are configured for claim?

You can claim objects to your project that have the ISPFClaimableItem interface definition defined on its class definition.

  1. In the project scope, search for the objects you want to claim to the project.

  2. Select one or more object(s) in the Results table.

  3. Click ADD TO CLAIMBOARD to add the selected objects to the Claimboard for <ProjectName> Claimboard list.

  4. In the side bar, click Claimboard for <ProjectName> Claimboard to display the objects to be claimed, and click PROCEED TO CLAIM to navigate to the Claim page.

    • If you do not want to claim any one or more selected object(s), you can remove them from Claimboard by clicking Removetagfromclaimboard for the respective object.

    • When there are multiple methods assigned to claim an object, only one method is applicable to the object. To assign a preferable method, log on as an administrator and configure access groups such that the preferable method is selected by default while proceeding to claim.

  5. In the Items to Claim to <Project Name> section of the Claim page, based on the type of the object do the following:

    • If an object does not have any dependencies, select one or more such tags, and click CLAIM.

    • If an object has dependencies (optional or mandatory), you must resolve the mandatory dependencies to claim such objects. For more information, see Claim and Unclaim related objects.

  • When an object is claimed, it is automatically removed from the Claimboard for <ProjectName> list.

  • In the Claimboard, you can select any object and click Toggle item options to do any of the following:

    Click this

    To do this

    Removetagfromclaimboard

    Remove the tag from Claimboard

    Open the Actions menu for the tag

    Show object's details as a organized user-focused information

  • To remove any tag from the claim scope, click Removetagfromclaimboard for the respective tag on the Items to Claim menu.

  • Tags with the required dependent objects have the Item has dependencies Tag warning icon shown in the menu.

Delete objects from claimboard

  • To delete one or more objects from the Claimboard for <ProjectName>,

    1. Click 3 dots > Select items to remove.

    2. Select one or more objects and click Remove selected items Remove selected items.

      • You can click Select All Select all claim tags to select and remove all the objects in the Claimboard.

      • You can click Cancel Selection Cancel Selection to go back to the Claimboard.