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Data capture |
Plant operations |
Project execution |
Description |
|
|---|---|---|---|---|
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Create project |
REQUIRED |
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Configure project details |
Optional |
Optional |
Relate the disciplines, issue purposes, and document and tag classifications to the project. If they are not configured, they will be inherited from the higher configuration. See Manage the project configuration details. |
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|
Review by Matrix/Plan |
REQUIRED |
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|
User access (role) |
REQUIRED |
Assign roles to a user in a configuration For information about the functionality available to a role, see the HxGN SDx Roles matrix. |
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|
User access (security) |
REQUIRED |
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|
User access (disciplines) |
REQUIRED |
Disciplines are assigned to a user when the user is created or modified. See Create a new user. For more information, see Configuring disciplines for a user. |
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|
Consolidator matrices |
REQUIRED |
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|
Contract |
REQUIRED |
The contract must have a consolidator matrix. See Create a contract. |
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|
Review matrices |
Optional |
Review matrix or assignment rules are required – one or the other. See Configure SDx document review matrix. |
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|
Review assignment rules |
Optional |
Review matrix or assignment rules are required – one or the other. See Create review assignment rules. |