Prepare the action - HxGN SDx - Update 63 - Help

HxGN SDx Help

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English
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HxGN SDx
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SmartPlant Foundation / SDx Version
10

This functionality was modified in an update. For more information, see Prepare the action (modified in an update).

  1. Select the action in your To Do List , and then select Actions > Prepare Content.

    The Prepare Content page provides a single location to update your actions, such as:

    • Adding/Updating details

    • Marking up the changes that you are requesting

    • Attaching drawings, files, or other documents

    • Relating documents and tags

    You can also use Potential Impacts and Potential Conflicts to review any potential impacts and conflicts of the action. This is done in the same way as for change requests, see Analyze the impact of the requested change.

  2. Select Complete.

Edit or add details

  • Select Update to add or change details.

Relate documents and tags

  1. Select Relationship Builder.

  2. Search for the objects that you want to relate to the action.

  3. Select the objects, and then select Relate.

Attach files

  • Select Manage related files to attach files from your computer to the action.

Markup documents with comments and actions

  1. Select Expand icon next to the document to show the available versions.

  2. Select the document to open the View and Markup page.

  3. Select followed by New markup.

  4. Select the type of markup from the Annotations list.

  5. Select Save markup once you have completed your changes.