Complete a Step in a Workflow - Integration - Update 44 - Help - Hexagon

Integration Help

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Smart 3D Version
12.1 (2019)
Smart Construction Version
2019(7.0)
SmartPlant Foundation / SDx Version
10
Smart Electrical Version
2019 (9.0)
Smart Materials/Smart Reference Data Version
2020 (10.0)
Smart P&ID Version
9 (2019)
Smart Review Version
2020 (15.0)
Smart Engineering Manager Version
10 (2019)
Smart Interop Publisher Version
13.1 (2019 R1)
Smart Isometrics Version
7.0(2019)
Spoolgen Version
9.0(2019)

When you complete a workflow step, target dates are updated for downstream steps that are in the Ready to Start status.

  1. In the To Do List, select the step or steps that you want to complete.

  2. If the step requires a password, type your user name and password, and then click OK.

  3. If there is a checklist associated with the step, click Checklist Preview Pane on the To Do List toolbar to display the checklist.

    SHARED Tip If the checklist preview pane is already displayed, the checklist associated with the step appears in the checklist preview pane when you select the step.

  4. Complete the checklist.

    SHARED Tip The completion of the checklist items may be optional or required depending on how the workflow template was configured. Your system administrator might configure a checklist that requires you to complete the checklist before you can approve the step.

  5. Right-click the step that you want to complete.

  6. Click Completed on the shortcut menu.

  7. Type any comments and messages to the next recipient in the SignOffStep Task box.

    • Information entered in the Comments box is saved with the object in the database and may be included in the email to the next recipient depending on how the step was configured.

    • Information entered in the Message to next step box is displayed on the next step in the To Do List as a message from the previous step. The information is also included in the email sent to the recipient of the next step and is saved in the database for archival purposes.

    • When you click OK, the software automatically removes the step from your To Do List, and the object moves to the Accept Step defined for this step in the workflow.

SHARED Tip If you are signing off multiple workflow steps one after the other in your SmartPlant Foundation To Do List, an administrator can increase the Timeout duration for signoff time by updating your SmartPlant Foundation user settings. This increases the number of minutes before you must re-type your password. The default signoff time is set to zero, so the user must enter a password for all steps that require them. This setting helps prevent unauthorized users from signing off steps that require a password if a user inadvertently leaves the To Do List running.