Provides the ability to manage tasks that need to be run within a Smart Electrical database to keep the plant current with information in the SmartPlant Foundation database. This dialog opens when you click SmartPlant > To Do List on the main menu bar. The commands associated with the To Do List dialog are all on the To Do List toolbar.
Properties
Displays the Task Properties dialog for the selected task. This dialog shows the detailed properties of the task. This command is available only when a single task is selected.
Run
Runs the task that you select from the list. This command is available when an executable task is selected and the status of the selected task is Open or Error. If multiple tasks are selected, this command is available only if each of the tasks meets these criteria.
When a task runs, the status of the task and the Run Date and Run By properties are updated. If the task runs successfully, the status is updated to Completed . If there is a problem, the status changes to Error , and a timestamp and error message are added to the Notes area.
Defer
Toggles the status of the selected tasks between Open and Deferred . This command is available only when the selected tasks have either Open, Error , or Deferred status.
Delete
Allows you to delete the selected task from the To Do List. This command is available only when one or more tasks are selected. When you use this command in the To Do List, the software moves the tasks to the deleted tasks list. When you use this command to delete permanently one or more tasks in the deleted tasks list, a confirmation dialog appears to verify deletion of the selected tasks.
Ignore
Allows you to specify the selected task from the To Do List as an ignored task. This command is available only when one or more tasks are selected. When you invoke this command, the software moves all the selected tasks to the ignored tasks list. An ignored task is skipped for all subsequent retrieve operations. To make a task available for running again the next time you retrieve data, you must delete that task from the ignored tasks list.
Uncorrelate
Allows you to break the relationship of Smart Electrical plant items with items in other authoring tools. This command is available only when Update, Move, or Delete tasks are selected. Once the software completes the uncorrelation, the Smart Electrical plant items are no longer correlated with the authoring tool from which those tasks were retrieved.
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The Uncorrelate command is not available if you select multiple tasks.
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If you run the Uncorrelate command for a Delete task, the To Do List removes this task for this item. If there are Move and Update tasks for an uncorrelated item, these tasks change to Create. For more details, see Correlating and Uncorrelating Smart Electrical Items and Uncorrelate Smart Electrical Items .
View Deleted Tasks
Toggles the view between the To Do List and the deleted tasks list. To completely delete tasks, you select them from the deleted tasks list and click Delete .
View Ignored Tasks
Toggles the view between the To Do List and the ignored tasks list. To make tasks available for running again the next time you retrieve data, you select them from the ignored tasks list and click Delete .
Filter/Sort Tasks
Opens a dialog that allows you to filter or sort the list of tasks by the headings in the To Do List. This is useful if, for example, you want to filter or sort the tasks in order to run tasks of one type only, such as Create tasks.
Select Related Tasks
When you select one or more tasks, choosing this command selects all tasks that have a relationship with the selected tasks, whether they are above or below those tasks in the database hierarchy. For example, if process equipment such as a pump is associated with a motor and you select a task for the motor, this command will also select related tasks for the pump; likewise, if you select a task for the pump, this command will also select related tasks for the motor. Note that only tasks that were retrieved from the same document are selected.
Refresh
Updates the information that is displayed in the To Do List. Since only one To Do List is generated per plant, multiple users can be working in the To Do List at the same time, and so the information can change at any time. You can use the Refresh command to stay up-to-date.
Report
Opens Microsoft Excel and runs a report on the contents of the To Do List. The report is located in the reference data path.
Task List
Populates automatically when you retrieve a document. This list provides information about each task, including, for example, the type of the task, the item type, the item tag affected by the task, and so forth. By clicking the heading of any of these columns, you can sort the list by the values in that column. Alternately clicking the same column heading toggles the sort between ascending and descending order. Double-clicking a task opens the Task Properties dialog for that task.