Search for documents or tags - HxGN SDx - Update 63 - Help

HxGN SDx Help

Language
English
Product
HxGN SDx
Search by Category
Help
SmartPlant Foundation / SDx Version
10
  1. On the Manage Review Plan page, click one of the following in the left pane:

    Click this

    On this tab

    To do this

    Disciplines

    Documents

    Display the document disciplines.

    Document Types

    Documents

    Display the document classifications.

    WBS

    Documents

    Display the documents related to WBS work packages.

    FEED

    Documents

    Display the documents related to FEED work packages.

    PBS

    Tags

    Display the areas and units for searching using tags.

    Classifications

    Tags

    Display the tag classifications.

  2. Expand the hierarchy of the selected tab to display the object tag or document type hierarchy.

  3. Navigate to an object or document type classification and select the one you want to use for the query; for example, Engineering.

  4. In the Search pane, enter details of the object tag or document type in the Name or Description boxes.

  5. Select any additional options as required, and click SEARCH.

Filtering your search results

To further filter the documents and tags that you are interested in, select one or more of the filter options, and click UPDATE.

Click this

To do this

Show the documents in which you have registered an interest and you have accepted to conduct a document review.

Show the documents that have changed in the search results and you are invited to conduct a document review. You must accept the document for it to be added to your review plan.

Show the documents that you have declined to have a document review.

Show the documents in which you have registered an interest and you want to be notified when the document is issued or modified at a given issue purpose.

Show the documents that are not currently in your review plan.

Show the documents suggested by the system for information.