Outgoing actions - HxGN SDx - Update 64 - Help

HxGN SDx Help

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English
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HxGN SDx
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SmartPlant Foundation / SDx Version
10

Outgoing actions are initiated by the originating company to the contractor, to perform an action, such as update or validate engineering documents. An outgoing action can be created as part of the Quality Assurance Review process or interactively from the project communication feature set.

Page-1 Do you approve? Action is closed Review the responses  View more Is followup required? Perform action and respond  View more Do you approve? Perform compliance review
 View more Is contractual compliance review required? Add content, markup, and comments  View more Create an outgoing action  View more

Steps

Description

Create an outgoing action

Create the outgoing action from the project communication feature set.

SHARED Tip You can also create an outgoing action from the Document Review page.

Add content, markup and comments

This step appears in the To Do List of the user that created the action.

  • Select the step and then click Actions > Prepare Content to complete and issue the action.

Perform compliance review

This is an optional step and is controlled by an option on the Response Control tab when you create the action.

  • Click Perform Compliance Review.

You can reject the action during the review and send it back to the author if it requires rework.

You can reassign this step, if necessary.

Perform action and respond

The selected responders receive the request in their To Do List.

  • Click Respond to action.

Review the response

The author reviews the response. If all is OK, they close the action. If more information is required, the action is automatically revised , then the author is asked to prepare and re-issue the action.

  • Click Review action response.