HxGN SDx Help - HxGN SDx - Update 76 - Help

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HxGN SDx® Help
How do I use SDx?
Operate and maintain a plant in SDx
Create and manage changes to the plant
Change request workflow
Temporary change request workflow
What do you want to do?
Create a change request
Create a change request within a markup layer
Prepare the change request
Analyze the impact of the requested change
Evaluate the change request
Coordinate the change request
Review and approve or reject the change
Rejecting a change request
Correct a change request failure
Resolve conflicts at project scope
Resolve conflicts for merge
Complete the change request
Evaluate whether a temporary change is still required
Approve a temporary change extension
View the workflow of change request
Search for change requests
Create and manage changes to plant documents
Create an internal change action
Prepare the action
Make the document changes
Remove changes
Compare documents
Create and manage data books
Create a data book
Manage data books
Copy structure
Copy content
Generate a consolidated PDF for a data book
Using work packages for plant operations
Create a work package
Prepare the content
Manage related information
Analyze the impact of the work package
Update work package details
Review content
View files
Select to automatically delete markups
Copy a work package
View j5 work permits in SDx
Capture the data
View and manage Data Capture data using the Web Client
Extract data from a document
Extract data from multiple documents
Extract data from Data Capture documents attached to the workflow template
Load Data Capture documents to extract content
View Content Discovery Task Status
Quality Control using Data Capture
Resolve duplicate documents
Group files for a duplicate document
Compare files for a duplicate document
Sign off a resolved document
Use off-page connectors (OPCs) to view a continuation drawing
Update an off-page connector (OPC) to relate it to a different document
View and manage laser scans
View j5 operations logbook entries in SDx
Execute a project in SDx
Load the submittal documents/tags and perform document reviews
Submittals
Planning submittal
Deliverable submittal
How do submittals work?
Create a submittal
Monitor the submittal progress
Review validation errors
Review export stage errors
Upload a document
Reviews
Set up the reviewers/consolidators
Review plans
Register interest in documents to review
Add documents to a review plan
Search for documents or tags
Search for planned deliverables
Search for documents based on issue purpose
Learn more about creating review plans
Document review matrices
Create a document review matrix
Populate the document review matrix
Compare the users in the matrix
Copy user assignments within the matrix
Filter column headings in a matrix
Copy the document review matrix
Review delivered documents
Perform QA review
Create actions within a QA review
Add actions from the View and Markup page within a QA review
Deleting action pins from the View and Markup page
View an action pin
Add actions from the Document Review page
Add comments and reference information
Consolidate reviews and prepare to issue
Manage markup layers
Respond to document reviews
Communicate with stakeholders in your project
Track your technical queries and actions
How do the technical query processes work?
Incoming/Outgoing technical query
Internal technical query
Learn more about technical queries
How does the action process work?
Internal actions
Outgoing actions
Learn more about actions
What do you want to do?
Create a technical query or an action
Export technical query contents
Add content, markups, and comments
Review for contractual compliance in originating organization
Initial review
Respond to technical queries or actions
Consolidate responses
Review the response for contractual compliance
Rework the response
Review the response
Cancel a communication object
Create an Internal Review workflow
Create an Internal Draft workflow
Create distribution lists
Using work packages on a project
Create a contract transfer request
Create and manage handover requests
Create a handover request
Review a handover request
Acknowledge the completion or rejection notice
Rework the handover request
View handover details
Create and manage signature requests
Create a signature request
Submit the signature request
Review the returned request
Acknowledge the completion notice
Use the Web Client
Understanding information access
Understanding scopes
Understanding roles
Basic tasks in the Web Client
Find your way around the Web Client
Search for data and objects in your system
Search for objects
Search for multiple items
Search using Tree View
Navigate the Tree View
Export object data to Excel
Run a report
Use the Actions menu to manage objects
Displaying actions as shortcut icons
Add objects to the Pinboard
Review your work in the To Do List
Use the Info Map to visually navigate information
Change your user settings and personalize your experience
Working with scopes
Change the query scope
Change the create scope
Scope filter options
Query by selected configurations only
Life cycle status filter
Change your roles
User preferences
Set the user options
Reassign your tasks
Resize your menu panes
Change your password
Editing object data
Monitor for changes to data you are interested in
Refine the notification list
Using an InsightView dashboard
Set a home screen dashboard as your home page
Working with widgets
Using a To Do List widget
Using a Context Panel dashboard
Using the Pinboard
Adding items to your Pinboard
Group your pins in lists
Pins menu shortcut icons
Modify the pins lists
Move or copy pins
Create an object related to a pin
Managing documents and files
Documentation life cycle
Working with documents
Create a document
Update a document
Create a document sheet
Revise a document
Revise multiple documents
Edit files and check in a document
Replace files attached to a document
Sign off a document
Sign off with form
Copy a document revision
Undo sign off
Cancel a document
Primary and reference documents
Insert a historical revision
Working with files
Edit files
Replace files
Manage files
Manage signed files
Check in files
Undo edit files
Revise and replace files
Download attached files
Generate PDF renditions of files
Renditions in the SDx Projects workflow
Generate thumbnail images of files
Working with reference files and relationships
Attach master file which references other files
View reference relationships
View nested reference documents
View nested reference files
Update reference relationships
Update referred by relationships
Working with Microsoft Office files using OneDrive
Edit files online using Microsoft OneDrive
View a file online
Go to OneDrive
Check in files from OneDrive
Undo edit files online
View and manage laser scans
View details for an outgoing action on the View and Markup page
Working with objects
Create and manage objects
Copy an object
View the object details
Update an object
Delete an object
Terminate an object
Relate the objects in a wizard
Create a relationship between objects
Create and edit a relationship
Terminate an existing relationship
Managing related items for an object relationship
Managing Tags, Models, and Assets
Create a tag
Create an asset
Create a model
Restore a terminated tag
Visualizing your data
What file formats are supported?
Viewing and navigating your files
Navigating Octave 3D file formats
Navigate Octave 3D file formats using touch gestures
Navigate Octave 3D file formats using a keyboard, keypad, and mouse
Navigate Octave 3D file formats using the menu bar
Navigate Octave 3D file formats using navigation and selection commands
View tags by hierarchy
View 3D Retrieve Filters
Create a snapshot of a 3D view filter, connection object, or streamed model
Navigating 2D file formats
Navigate 2D file formats using touch gestures
Navigate 2D file formats using the menu bar
View SmartFrame layers in a 2D drawing
View Common Schema objects in a 2D drawing
Navigating tags in split-screen mode
Marking up and comparing your files
Navigating non-Octave file formats
Navigate non-Octave file formats using touch gestures
Navigate non-Octave file formats using a keyboard, keypad, and mouse
Using the Markup Toolbar
Download a file with markup layers
Print a non-Octave file format
Using the Markup Layers Manager
Create a markup layer
View a markup layer
Edit a markup layer
Copy a markup layer
Consolidate markup layers
Lock or unlock markup layers
Delete one or more markup layers
Annotating a file using markup layers
Add annotations to a markup layer
Add action pins to a markup layer
Add dynamic stamps with token values to a markup layer
Format annotations in a markup layer
Comparing files using the viewer
Compare files attached to different documents
Compare design files
Compare text files
Using the hotspot bubble
Using visual intelligence to analyze your data
Search for tags
Run a visual intelligence report
Visual intelligence options
Printing your files
Quick View
Visualization troubleshooting
Troubleshooting the Graphic View Control (GVC)
An error occurred during display
Application has run out of memory
Cannot load Octave 3D models
Cannot start the viewer
Viewer is unresponsive to touch gestures
Slow performance when loading Octave 3D models
PDF files not supported for split-screen mode
Unable to interact with the GVC on an iPad
Troubleshooting the view and markup control
This file is over the maximum size for downloading
Unable to retrieve the markup rendition
Annotations change to a draft image when rotated in Adobe Acrobat
Rendering limitations
Conversion fails for markup layers
Viewer does not load correctly
Managing CAD custom fonts
Existing markup annotations shift when opening a markup snapshot file for viewing
Troubleshooting display items values in view and markup
Display item attribute values do not display in view and markup
Querying for data and reporting on your data
Querying for data
Use the Advanced search
Create a query
Save a query
Filter the saved queries
Sort the saved queries
Edit a query
View search results
Results table options
Filter or sort the results
Full text search option
Reporting on your data
Run saved reports
Run a report with a prompt (Query)
Run a background report
View notifications of reports
Run formatted Word reports
Summary Reports
Searching for customer modifications
Using ENS with documents and objects
Create multiple documents or objects with ENS
ENS preview summary
Using the Info Map
Create a relationship tree
Limitations using Info Map
Using workflows
Make workflows work for you
Configure automatic reassignment of workflow steps for out-of-office or disabled users
Allow reassignment of workflow steps
Understand role criteria for filtering deputies
Manage your workflow steps
Acknowledge an information step
Approve a workflow step
Approve or reject a transmittal
Cancel a workflow step
Claim a workflow step
Complete a workflow step
Reject a workflow step
Indicate a workflow step cannot be completed
Attach a workflow to an object
Delete an attached workflow
Terminate an attached workflow
View a workflow details report for an object
Correct PDF rendition generation failures
Workflow step password re-authentication errors
Reassign work to a different user
Reassign your tasks temporarily
Reassign a workflow step
Using List Edit
Edit object data in the results grid
Configure objects for use in List Edit
Using the To Do List
To Do List overview
Results table
Workflow step actions
Workflow viewer
Workflow viewer options
Task details
Parallel tasks
Working with transmittals
Create a transmittal
Preview the transmittal letter
Prepare the transmittal
Receive a transmittal
Acknowledge the transmittal
Reshare a transmittal
Cancel a transmittal
Learn more about transmittals
Viewing the History
View attribute details
View the object timeline
Grouping attributes by column header
Filter and sort the attributes
Document overview display
View document details
Viewing attached files
Communication management
Using Concurrent Engineering
Modify objects in a project
Claim objects
Unclaim objects
Claim and Unclaim related objects
Merging objects
Merging a single object or group of objects
Merging a structure of data
Merging a project
Merge summary
Resolve conflicts
Complete merge
Merge progress notification
Merge object failures
Modify documents in a project
Revise a document to a project
Merging documents
Conflict resolution in documents
Loading documents and data
Prepare a load file
Run a load job
Monitor the load job progress
Review validation errors
Review export stage errors
Resolve issues, if any
Use template documents to load data
Additional information
Connectors and Third-Party Software
Find sample data on Smart Community
Where do I find information on administering SDx?
Frequently Asked Questions
Security and user access
Which security features determine what I can see or do in the system?
How do I know which roles and configurations I can use?
I can’t find a document that I’m supposed to work on. Where is it?
Why do I get a restriction exception when I query certain data types?
I can create an object in Plant A, but not in Plant B. Why?
Which security rules are defined out of the box in my system?
Which security codes are delivered?
What is the difference between a create scope and query scope?
How many plants or projects can I select for each scope?
Change requests
What is the difference between a change request, a change request pin, and a pin?
Why should I evaluate the feasibility of a change request?
What happens when I assign a project to the change request?
What does the change request status mean?
Why is a Discipline Lead role required to review the scope?
What actions can you perform during final approval?
What does a coordinate change request imply?
Why do I need to assign a project?
How do I assign a project?
Who can associate a document to different contracts in different projects and what follows?
Data books
Why do you need data books?
How are documents attached to a data book organized?
Documents and files
How do you use the different document commands?
How do you use the different edit commands?
How do I know what file to choose for markups?
How do I assign an organization to multiple documents?
How do I assign an organization to multiple tags?
What do the different document icons mean?
What is the document life cycle?
What is a revision scheme?
How do I view all revisions and versions of a document?
What happens when I sign off a document?
What happens when I use sign off with form?
What happens to the major and minor revision values when switching revision schemes?
What file formats are supported?
What is a converted non-Octave 2D drawing?
What kinds of files can I compare?
Why is viewing not working like I expect it to?
Why is printing not working like I expect it to?
Why are markup layers not working like I expect them to?
Why can't I view the hotspot bubble when I select a hotspotted object?
How do I identify which markup layers are consolidated?
Why can't I see text changes inline for all files?
Document reviews
How do I change my review settings for a document issue purpose?
What does the document reviews status mean?
What can I do as a document reviewer?
What is a document review consolidation, and when should it occur?
What can a consolidator do?
What are Contributor markups?
What can I register interest in?
What happens when you waive a document review?
What happens when you waive a consolidation review?
What happens when you complete a consolidation review?
How to handle the rejected actions during the document review process?
How is the review of a document revision handled?
What happens when a consolidator requests additional reviewers for a document that is in review?
What happens when an approver requests additional reviewers for a document that is in review?
Contractual compliance reviews
What is a contractual compliance review, and what does it involve?
What does a contractual compliance review involve for a technical query response?
What does a contractual compliance reviewer do?
Submittals
How do I view the progress of my submittals?
What information must be supplied for an MDR submittal?
What information must be supplied for an MTR submittal?
What information must be supplied for a TDR submittal?
What does a deliverable milestone include?
When is a deliverable milestone created?
What is a review plan, and what does it include?
Technical queries
What is a technical query, and what does it include?
What types of technical queries can I send and receive?
What happens when a technical query is issued?
What does the technical query status mean?
What are the main responsibilities for each responder?
What can a technical query response consolidator do?
What happens when you cancel a technical query?
What happens when you undo a cancel on a technical query?
Which reports are available?
What happens when a consolidator requests additional responders?
Actions
What is the difference between an action, an action pin, and a pin?
What does the action status mean?
What does the internal review action status mean?
What happens when an action is created?
What happens when an action is cancelled?
What happens when you undo a cancel on an action?
What happens when you reject a review action?
Why can't I view details of the action pin I just created?
Comments
What does the comments status mean?
Transmittals
What happens when a transmittal is issued?
Who receives the email in an offline transmittal?
In an offline transmittal, does the link (to download the files) in the email expire?
In an offline transmittal, what should I do if I have problems downloading the zip file?
How is the due date on the transmittal calculated?
What does the transmittal status mean?
What workflows are available in SDx?
Workflows used when operating and maintaining a plant in SDx
Change request
Temporary change request
Review temporary change
Internal change action
Work package
Workflows used when executing a project in SDx
Incoming technical query
Outgoing technical query
Internal technical query
Internal action
Outgoing action
QA actions
Internal review
Internal draft
Handover requests
Signature request
Transmittals workflow
Is there any difference in functionality when using an Apple iPad or Android tablet?
Why do I see a scope mismatch message when accessing the To Do List from a workflow email notification?
Support, Copyright, and Legal Information
Copyright Notice
Customer Support
Octave Policy Against Software Piracy
Glossary
3D reader
access token
action pins
actions
active scope
alias tag
API
API Services
as-built
asset
attribute
authorization token
auto-generate
brownfield
business administrator
business objects
cache
cardinality
check in
client API
column headers
common assignee
condition
configuration
configuration tree
configurationTop
content discovery task
contract
contractor
CORS
create scope
CSV
current document
data files
Data Validator
database
database domain discovery task
database reader
database reader pattern
delimiter
deliverable milestone
deputy
design file
display item
distribution matrix
document
document attribute
document discovery
document discovery pattern
document discovery task
document index
document master
document name pattern
document naming system
document renditions
document review
document revision
domain
domain tag
drawing reader
duplicate document
edge definition
entry point
enumerated entry
export mapping
export process
exposes
extensible markup language (XML)
feature sets
file index
file name parts
file name pattern
file properties or attributes
file server
file type
FIPS
folder
form
function
function code
GET
Graphic Data Service (GDS)
graphic report
Graphic View Control (GVC)
greenfield
hierarchy
host
hotspotting
identity token
image reader
implicit delete
implies
import definition
import process
Info Map
integration
interface definition
inverted CSV file
issue purpose
IWA
job
job definition
JSON
laser scan reader
markup layer
master document register (MDR)
master file
master tag register (MTR)
master tags
merge
method
model
notifications
OAuth
object weighting
OData
orphan tags
owning group
picklist
pinboard
pins
plant
POST
progress
project
property
property definition
property group
property list
publish
QA review
query
query definition
query scope
raw attribute format
realizes
Reason For Issue (RFI)
reason for receipt (RFR)
register interest
regular expression
Relationship Builder
relationship definition
relationship property
rendition
representational state transfer (REST)
responder
response
RESTful APIs
retrieve
review assignment
review plan
review plan item
revision
revision scheme
role
rules
rulesets
schema
scope
scoped by
section
security codes
security rules
separator
server
sign off
site
SSL
staging
status
step
submittal
sub-review
superseded
tag
tag discovery pattern
tag document register (TDR)
tag naming system
target system
technical query
terminate
text reader
thumbnail
title block
To Do List
transmittal
transpose
UID
unique key
unit
UoM
URL
user
user profile
validation process
validation rule
vault
vendor
version
View and Markup
virtual directory
visualization data service (VDS)
wildcard
work breakdown structure
work package
work process diagram
workflow
working document

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