Allows you to create the matrix of users that will be assigned as recipients to a workflow step, based on the defined conditions.
User List - Displays the list of users or roles available for assignment.
Add - Allows you to assign the selected users or roles to the distribution matrix.
Remove - Allows you to remove the current users or roles assigned to the distribution matrix.
Property columns - Displays the properties assigned to the distribution matrix. These properties are set by the system administrator according to project requirements. Typical properties include document type, contract, project, or area.
You can use the asterisk (*) wildcard character, alone or with other characters, to
associate a row with multiple values of a property. For example, if you specify *process*
for the document category property, the row of the matrix will be applicable for any
document category that contains process, such as Process Documents or Process Controlled
Documents.
User or Role columns - Displays the users or roles assigned to the transmittal matrix. The cells in these columns determine the actions required from the users or roles that receive transmittals for documents as determined by the property columns. For users who receive paper documents, the cells in these columns also determine the paper format used to print the documents attached to the transmittals. The default reasons for receipt in the delivered SmartPlant Foundation model are I (information), C (comment), and W (work). These cells are color coded according to the color palettes on the dialog box.
Context menus - Right-click items in the matrix view to display a context menu that allows you to manipulate the items in the view. Some commands are available on more than one context menu.
Column headings
The following commands are available from the context menu when you right-click on a column header in the matrix.
-
Move Column - Opens the Move Column dialog box where you can adjust the placement of the selected user columns.
-
Add Column - Opens the Add Column dialog box, which allows you to add a user or role column. You must type a valid user or role name to add the new column.
-
Duplicate Column - Opens the Duplicate Column dialog box where you can add a new user or role column with the same reasons for receipt as the column being duplicated. You must type a valid user or role name to add the new column.
-
Clear Column - Removes all reasons for receipt from the column.
-
Delete Column - Removes the user or role from the display.
-
Change Recipient Name – Opens the Change Recipient Name dialog box, where you can provide the name of a user or role that for which you want associate the selected column, in place of the current user or role.
Row headings
The following commands are available from the context menu when you right-click on a row header in the matrix.
-
Duplicate Row - Adds a new row with the same properties and reasons for receipt as the selected row.
-
Delete Row - Removes the row from the matrix.
Individual cells
The following commands are available from the context menu when you right-click on an individual cell in the matrix in a column under a user name or role.
-
Reason for Receipt and Format - Opens the Reason for Receipt and Format dialog box, where you can select the reason for receipt and paper format for the user or role. Reasons for receipt are defined in the SmartPlant Foundation Desktop Client by the system administrator.
-
Cut - Removes the information from the cell and places it on the clipboard.
-
Copy - Places a copy of the contents of the cell on the clipboard.
-
Paste - Writes information from the clipboard into the cell.
-
Delete - Removes the contents of the cell without writing the information to the clipboard.
-
Duplicate Row - Adds a new row with the same properties and reasons for receipt as the selected row.
-
Delete Row - Removes the row from the matrix.
-
Move Column - Opens the Move Column dialog box where you can adjusts the placement of the selected user columns.
-
Add Column - Opens the Add Column dialog box, which allows you to add a user or role column. You must type a valid user or role name to add the new column.
-
Duplicate Column - Opens the Duplicate Column dialog box where you can add a new user or role column with the same reasons for receipt as the column being duplicated. You must type a valid user or role name to add the new column.
-
Clear Column - Removes all reasons for receipt from the column.
-
Delete Column - Removes the user or role column from the matrix.
-
Change Recipient Name - Opens the Change Recipient Name dialog box, where you can provide the name of a user or role that for which you want associate the selected column, in place of the current user or role.
-
Export to Clipboard - Places a copy of the matrix on the Clipboard, which allows you to paste the data into Microsoft Excel or other programs.
-
Import from Clipboard - Imports Clipboard data that was placed there from Microsoft Excel.
Matrix view outside matrix cells
The following commands appear on the context menu when you right-click in any unused portion of the matrix window.
-
Add Column -Opens the Add Column dialog box, which allows you to add a user or role column. You must type a valid user or role name to add the new column.
-
Export to Clipboard - Places a copy of the matrix on the clipboard, which allows you to paste the data into Microsoft Excel.
-
Import from Clipboard - Imports clipboard data that was placed there from Microsoft Excel.
-
Color palettes - Allows you to customize the color codes for the various cell types in the matrix view.
-
Default format - Specifies the paper format automatically assigned to newly added paper users. While this value appears in the new cell by default, it can be changed by right-clicking in the cell and using the Reason for Receipt and Format command.
-
Default reason for receipt - Specifies the reason for receipt automatically assigned to newly added users or roles. Reasons for receipt are defined in the SmartPlant Foundation Desktop Client by the system administrator. While this value appears in the new cell by default, it can be changed by right-clicking in the cell and using the Reason for Receipt and Format command.
-
Size columns for best fit - Resizes the columns in the matrix view.
-
User - Allows you to search for users to assign to the distribution matrix.
-
Role - Allows you to search for roles to assign to the distribution matrix.