Certificate Creation Wizard - Intergraph Smart Completions - Intergraph Smart Completions Update 16 - Help - Hexagon

Intergraph Smart Completions Help (5.3.16)

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5.3.16

What are Certificates?

To improve and standardize certificate assignment the Certificate Creation Wizard is developed. The Certificate Creation Wizard can simplify certificate assignment by creating Certificate Types. By using the Certificate Creation Wizard to batch create certificate (by type) and have certificates assigned to the associated selected systemization (for example, systems) or location (for example, areas) associations.  There are several methods can be created, from "blank" where a user fills out all the pertinent details, or using the wizard to auto-create as described above. In order to create a standard certification process across all projects, the system administrator using the "Project Creation Wizard" can copy all the required certificate types from one "instance or project" to another.    Before Certificates can be created, Certificate Types must be created and configured.  

Certificates can be created by either configuring all details from scratch or by copying from an existing instance (certificate). Initiate the process by creating a Certificate Type. Navigate to Certificate Types Manager using the Gear icon_1 icon and click New. You can also tag a task model while creating the certificate type itself.

CertificateTypesmanager

In the Options section, you can customize the visibility of a certificate as per requirement. You could also, set exceptions for incomplete tasks.

  1. CertType - this is the abbreviated text (e.g. MCC, PSSR, DAC)

  2. Sequence - some reports only include up to 4 certificate types, sequence certificates 1-4 where on a report certificate with sequence will show far left, and 4 far right

  3. Task Model - required so that a certificate can be created and either linked to a mail merge or smart form centric certificate

  4. Receiving Custody - skyline box (e.g. systems) color will change to work group color based when the certificate is completed

  5. Options

    • Systemization Locking - upon certificate completion, the asset/tag systemization or location cannot be edited

    • Auto-Email - system will automatically send emails to users when a certificate is completed

    • Show on Reports - not all certs need to be on reports, and therefore admins are enabled to determine which certs to display on reports

    • Partial Certificate - This is going to be revised in upcoming release. 

    • State Used - In order to complete a certificate an admin can determine child object states (e.g. all tasks and punches must be closed in order to complete a certificate)

    • Filter Punchlist by WBS - certificate will fitler for only those punches directly assigned to cert systemization AND selected phase/stage

    • Filter by Discipline - this is specifically designed for Discipline Acceptance Certificates (DAC)

    • Punch Threshold - admins can provide flexibility where a punch category (and below) will not be treated as exceptions if not completed, when trying to complete a certificate.

  • You can list up to four certificates in a report.

  • For more information on Certificate Sign-Off options, see Smart Forms.

Create a Task Model

  1. To create a certificate, you need a Task Model, of which Task Type is a <Certificate>.

  2. Select the Execution Type of the Task Model.

  3. From the Inspection Points tab, add the inspection steps needed to execute the task model.

  4. Click Submit.

Create a Certificate

  1. In the Home page, click Settings Panel Gear icon_1 > Certificate Types Manager.

  2. Click New, from the bottom bar of options.

  3. In the Edit Certificate Type (New Record) pop-up window, assign the task model you created earlier.

  4. Type the required information and select the options as required, and then click Save.

  5. Go to the Certificates tab, click New.

  6. In the Edit Certificate Wizard, you could choose from the options provided that caters to your requirement, and then select Next.

    CertificateCreation Wizard

  7. In the Certificate Types tab, select the Certificate Type from the list, and then click Next.

  8. In the Select Associations tab, select the Work Breakdown Association, Location Associations, Other Associations, and Auto Assignment.

  9. In the Auto Assignment section, you can select the associated Tasks, Punchlists, MOC, RFI, and HIRA for Assign list.

    The tasks, punchlists, MOC, RFI, and HIRA are all associated to the Certificate based on your System selection.

  10. Click Finish.

Execute Certificates

  1. Go to the Certificate Types tab, click on the created Certificate.

  2. Click Edit, from the bottom bar of options.

  3. In the Edit Certificate <CERT number> pop-up window, you can verify the auto assigned tasks, punchlists, MOC, RFI, and HIRA details.

  4. Click on the tabs to check for Pending Tasks, Punchlists, or Predecessors, and so on.

  5. In the Completions tab, you can choose to Accept, Reject, or NA to the assigned inspection steps according to the requirement on the smart form.

  6. You can select to Submit, Verify, Complete, and Close according to the role assigned to you.

  7. In the Smart Completions window, you are shown the exceptions for pending tasks or punchlists if any.

  8. Select Complete.