Document review matrices - HxGN SDx - Update 63 - Help

HxGN SDx Help

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SmartPlant Foundation / SDx Version
10

Hexagon University Icon eLearning is available for this topic. Check it out here: HxGN SDx® | Document Review Matrices

Document review matrices are used to set up recipient lists for reviews in the QA review workflow. The recipients are selected based on the properties or relationships of the object in the workflow. Each recipient on the matrix has a Reason for Receipt (RFR), which indicates why the recipient is included.

A document review matrix is a table with recipients and document attributes such as discipline, issue purpose, security code, and so on. This matrix can be used as an alternative to the review plan process where the recipients are specified on the matrix. Each cell in the grid is marked with the reason for receipt for each recipient and might also include the format in which they will be receiving the document.

What do you want to do?

  1. Create a document review matrix.

  2. Populate the document review matrix.

    You can import the existing matrices from the Desktop Client, but any changes made in the Web Client will not be visible in the Desktop Client.

  3. Select the matrix to be used when creating a project. For more information, see Configure SDx document review matrix.