Internal actions - HxGN SDx - Update 64 - Help

HxGN SDx Help

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English
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HxGN SDx
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SmartPlant Foundation / SDx Version
10

Internal actions are initiated by a user to other users of disciplines or departments within an organization to perform an action, such as update or validate engineering documents.

Page-1 Do you approve? Action is closed Is followup required? Review the responses  View more Perform action and respond  View more Add content, markup, and comments  View more Create an internal action  View more

Steps

Description

Create an internal action

Create the internal action from the project communication feature set.

Add content, markup and comments

This step appears in the To Do List of the user that created the action.

  • Select the step and then select Actions > Prepare Content to complete and issue the action.

Perform action and respond

The selected responders receive the request in their To Do List.

  • Select Respond to action.

Review the response

The author reviews the response. If all is OK, they close the action. If more information is required, the action is automatically revised , then the author is asked to prepare and re-issue the action.

  • Select Review action response.