Resolve Duplicates - SmartPlant Foundation - IM Update 46 - Help - Hexagon

SmartPlant Foundation Help

Language
English
Product
SmartPlant Foundation
Search by Category
Help
SmartPlant Foundation / SDx Version
10
SmartPlant Markup Plus Version
10.0 (2019)
Smart Review Version
2020 (15.0)

When different files with the same name but of different types or multiple versions of the same document are found in the file system, the document discovery task might attach multiple files to a document. In this situation, you need to resolve the duplicate documents.

The Resolve Duplicates module allows you to review the files attached to the document and set status on each file to one of the following options:

  • Unknown - The files status is not yet set. Unknown is the default status for the files within the duplicate document.

  • Master - This file is identified as the latest and is selected for content and tag extraction.

  • Candidate - This file is identified as the latest but is excluded from content and tag extraction.

  • Historical - This file is identified as an older version that needs to be stored in the database for future reference.

    After the document has been signed off, the properties of a file are copied to the version if the status is Historical.

  • Ignore - This file is identified as an older version that is not required to be available and can be stored at a physical location outside the application.

The Send for Approval command allows you to validate the status set on the files and to attach the files to appropriate document versions. The files set as Master and Candidate are attached to the latest version; the files set as Historical are attached to previous version, and the files set as Ignore are moved to the folder specified in the Ignored Files Path box of the Define General Settings page in the Central Settings module.

  • Two files with the same file name and of same file type cannot be set to Master. Attempting to do this, results in a warning message during the Send for Approval step.

  • You cannot set two files with the same file name and file type to Master and Candidate. Attempting to do this, results in a warning message during the Send for Approval step.

  • You cannot approve a duplicate document if one or more file status is set to Unknown.

What do you want to do?