Learn more about transmittals - HxGN SDx - Update 63 - Help

HxGN SDx Help

Language
English
Product
HxGN SDx
Search by Category
Help
SmartPlant Foundation / SDx Version
10

Transmittals are used to distribute a controlled set of documents in the system to a specific set of recipients. The term transmittal refers to the report used to record and track the distribution of the documents. The report details how many, and what, documents are involved, the recipients, and the reason for their issue. Transmittals play an important part in tracking a project's progress, such as releasing contractual construction documents to contractors at the start of the project, and they can be used for the distribution of documentation to meet milestone objectives and payments.

SDx supports transmittals with one sender organization and one recipient organization. A transmittal also has one sender and one recipient user or role. To inform other people about the transmittal on both the sender and the receiver side, you can copy in additional users using the To CC and From CC user options.

What happens when a transmittal is issued?

When a transmittal is issued, the transmittal report along with any attached documents are available for recipients to download. Transmittals can contain contractually agreed upon documents that require implementation. Transmittals can also be used to send documents for a documentation review.

In the case of offline transmittals, the recipients receive an email, along with a link to download the zip file.

In the case of online transmittals, the recipients receive transmittals in their To Do List.

What does the transmittal status mean?

This functionality was modified in an update. For more information, see What does the transmittal status mean? (modified in an update).

The following life cycle statuses are specific to transmittals:

Review Status

Outgoing

Internal

Visible To

Description

RESERVED

SDATransmittal_OUT_P_Update 7

SDATransmittal_INTRNL_P_Update 7

Creator in originating organization

Transmittal is pending issue.

ISSUED

SDATransmittal_OUT_IS_Update 7

SDATransmittal_INTRNL_IS_Update 7

Originating and receiving organizations

Transmittal is issued to recipients.

REJECTED

SDATransmittal_OUT_RJ_Update 7

SDATransmittal_INTRNL_RJ_Update 7

Originating and receiving organizations

Transmittal is rejected by recipient organization.

COMPLETED

SDATransmittal_OUT_CL_Update 7

SDATransmittal_INTRNL_CL_Update 7

Originating and receiving organizations

Transmittal action is complete and finished.

CANCELLED

SDATransmittal_OUT_CN_Update 7

SDATransmittal_INTRNL_CN_Update 7

Originating and receiving organizations

Transmittal is cancelled.