You can revise a set of specifications and notes in a Specification Binder package (for example, before printing a request for quotation from a vendor). After you assign a specification to a Specification Binder package you may only create revisions to that specification as part of the Specification Binder package from the Document Binder module.
The software does not allow you to perform revisions for Specification Binder packages
when working in an integrated environment (on the Revisions dialog, the OK, New, and Delete commands are disabled).
In general, the software allows you to save a revision only for documents that you have changed and saved. You are also allowed to save a revision in the following situations:
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If a specification has been newly-assigned to the binder package or if you have modified a specification for which a revision was already generated in the binder package.
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If you manually modified the Changed status of a document from No to Yes. For details, see Modify the Change Notification of a Specification.
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If you removed an instrument specification from a Specification Binder package.
On creating a new revision for a Specification Binder package, documents in the binder package (Specification List, Form Notes, General Notes, and Change Summary report) are revised automatically, provided a change notification is set for at least one specification. Other document revisions are displayed in the title block of a printed version of these documents.
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To be able to generate revisions, a Specification Binder package must have at least one specification assigned to it (if the binder package contains only general notes, for example, you cannot generate a revision for it).
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You cannot delete or rename a Specification Binder package once a revision has been performed on it.
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Before performing a revision in the Document Binder module, verify that none of the designated documents are open for editing in any other Smart Instrumentation modules.
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When you perform a revision on a Specification Binder package, the specifications it contains may be assigned revision numbers that are lower than the number of any revisions that were performed for the individual specifications before they were assigned to the binder package.
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The software does not include in the Document Binder module revisions or documents that you created from the Properties dialog for an item, for example, in the Terminal Strip Properties dialog.
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You can set the preferences to allow for independent viewing of specification revisions made before and after incorporation into a Specification Binder package. For details, see Document Binder > Specification Binder (Preferences.
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Before saving a revision, you must first release all instrument tags associated with the designated specifications from any workflow assignments. If the System Administrator selected to implement a workflow option, one of the following conditions applies:
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If Full was selected (which includes workflow for the Document Binder module), all the specifications in the Specification Binder package must have the status Release to Spec.
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If Without Document Binder was selected, only those specifications in the Specification Binder package whose status is PD not required or Locked from PD can be revised.
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