Add documents to a review plan - HxGN SDx - Update 63 - Help

HxGN SDx Help

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English
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HxGN SDx
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SmartPlant Foundation / SDx Version
10

How do I change my review settings for a document issue purpose?

The following table details the settings available for documents in the document review cycle. For example, you can either accept or decline a document for review.

Icon

Name

Description

Accepted

Indicates that the document has been accepted for document review.

Declined

Indicates that the document has been declined for document review.

Changed

Indicates that the document has been changed and a document review is advised.

Information only

Indicates that the document has been accepted for information review.

Suggested for information

Indicates that the document has been suggested for information review.

Not in plan

Indicates that the document is available but not in the review plan.

You can also bulk edit issue purposes by clicking Bulk Edit .

When should I bulk edit documents?

You can bulk edit when there are multiple documents on the current page to which you want to apply the same changes. For example, you can select the issue purposes required and apply them on all the documents for which you want to accept or decline a review.

If documents have automatically been added to your review plan, you can accept or decline the review. You can also search for and add documents to your review plan.

  1. Select the criteria that you are interested in for the document or tag; for example, select a mechanical discipline, and then select Search.

    Search for documents or tags

    Search for planned deliverables

    Search for documents based on issue purpose

  2. Select a document and expand the issue purpose.

  3. Click the Issue Purpose required to set the status to Accepted and add it to your review plan.

    • To decline or remove a document from your review plan, click the Issue Purpose twice.

    • If assignment rules are defined, document reviews based on issue purpose are preselected for you.