Review and approve or reject the change - HxGN SDx - Update 63 - Help

HxGN SDx Help

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

This functionality was modified in an update. For more information, see Review and approve or reject the change (modified in an update).

  1. Select the review or approval task from your To Do List, and then select the appropriate step on the Actions menu.

  2. If required when reviewing, relate any documents and tags to the change request.

    How can I relate documents and tags when reviewing the change request?

    When reviewing the change request or a temporary change request, you can relate documents and tags only if they are created at the project level and have a working or current status. You can also relate a signed off document which is revised at the project level.

    1. Select Manage Documents or Manage Tags to display the documents or tags in the Results window.

    2. Select the documents or tags to include.

      • You can also search for documents or tags in the search bar.

      • You can use the Filter by options to return more targeted search results.

    3. Select RELATE.

    • The related documents and tags are displayed in their respective DOCUMENT VERSIONS and TAGS tabs. You can use these tabs to relate additional documents and tags:

      1. In the relevant tab, search for required documents or tags using the search bar.

      2. Select the documents or tags in the list of results, and select RELATE.

    • You can also use FILTER options when searching for documents.

  3. Select:

    • Approve to complete the workflow step and send it to the next step.

    • Rework to return the change to a previous step.

    • The reason entered for the rework is displayed on the Coordinate Implementation page so that the change coordinator can see why it was sent for reworking.

    • When a change request is sent for rework at the Review Proposed Solution step, a new revision of the change request is created.

    • Reject Change to reject the change request and send it to the Completion Notice step. For more information, see Rejecting a change request.

  4. If you selected Reject Change or Rework, enter the reason.

  • If you open the document in the View and Markup page (and it is a published Hexagon model that has been transferred to the Facilities Data Warehouse using Data Validator), you can select Show repeated results VIRShowRepeatedResultsButton in the Visual Intelligence panel to group and view tags belonging to more than one change request. For more information, see Using visual intelligence to analyze your data.

  • If the change request has any ongoing actions, internal change actions, technical queries, or transmittals, you cannot use Reject Change.

  • At the Review proposed solutions step, you cannot approve the step if there is an internal change action in progress on an object related to the change request.