What can a consolidator do? - HxGN SDx - Update 63 - Help

HxGN SDx Help

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SmartPlant Foundation / SDx Version
10

The consolidator can:

  • Determine how a review proceeds by either:

    • Rejecting the review and sending any rejected actions back to the reviewer for rework.

      For any rejected actions, the state of the review and actions are set to DRAFT REJECTED. If the rejected actions are associated with a markup layer and that layer is selected to return to the contractor, warnings are given that the selected layer contains unapproved actions. The consolidator cannot complete the process to issue the document reviews to the contractor until the action is resolved, deleted, or moved to a markup layer that is not selected to return to the contractor.

    • Completing the consolidation of reviews, actions and comments and issuing them to the contractor.

    • Add one or more users as document reviewers during the review process.

      • When a consolidator adds a user, who has a document receipt notification step, as a reviewer, the document receipt notification step is replaced by a review step.

      • The new review step is assigned the same target date as that of the original step. If the review is already overdue, the added reviewer will receive an overdue step.

  • View and edit any reviews, actions, and comments in a DRAFT or RESERVED state, prior to submission for contract compliance review.

  • View all supporting documentation for every review, action, or comment.

  • View the markup layers and select which markup layers you want to associate with a specific action.

  • Make changes to the reviews, actions, or comments and then reconsolidate if a document review is rejected after a contractual compliance review.

  • Send technical queries if more information is required on an action or comment.