Review a handover request - HxGN SDx - Update 63 - Help

HxGN SDx Help

Language
English
Product
HxGN SDx
Search by Category
Help
SmartPlant Foundation / SDx Version
10

After reviewing the handover information, you can approve or reject the request. You can also return the request for rework if the shared handover request is incomplete. For information on how to see the handover details, see View handover details.

All the documents must be signed off to complete a handover. The system does not allow you to complete a handover request with working documents, and you must return the request for rework.

  1. Select the Initial Handover Review step from your To Do List and click Actions > Review Handover Request.

    SHARED Tip You must claim your workflow step when multiple users are assigned to the same user role. To claim a workflow step:

    • On the Actions menu, select Claim Workflow step, add any comments to the Claim Workflow step dialog box, and then select OK.

  2. Select:

    • Approve if all the data shared looks fine and the handover can proceed.

      • The documents and tags related to the chapters are moved to as-built.

      • A completion notice is sent to the submitter.

    • Reject if a major portion of the data shared is incorrect and not ready for handover.

      • A rejection notice is sent to the submitter, and the submitter must create a new handover request.

    • Rework if a minor portion of the data shared is incorrect and can be corrected.

      • A step is sent to the submitter's To Do List to rework the handover request and send it back to the receiver.