To Do List Command - Intergraph Smart 3D - Help

Intergraph Smart 3D Common

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Intergraph Smart 3D
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Smart 3D Version
13.1

Provides a list of objects in the workspace that include inconsistent data. To open the To Do List, click View > To Do List, or you can use the shortcut keys, which are CTRL+T.

The To Do List allows you to view, edit, and set review status for inconsistent data objects from the To Do List dialog box.

You must activate the native task for the object. Otherwise, if you are working outside the native task for the object, a generic ribbon appears and you cannot edit the object in error. For example, if the object is an HVAC feature, click Tasks > HVAC to open the HVAC task to correct inconsistencies.

After you open the appropriate task, you can select the row with the object you want to edit. This action causes the appropriate Edit ribbon to appear above the active window and lets you change the data required to fix the errors. If you have write permission to an object, you can simply direct an Out-of-date object to update itself using its current input. Object that you cannot edit display in gray.

When you completely correct an Out-of-date object, the software updates all other dependent objects. You can select multiple objects from the list when you correct Out-of-date objects. Objects in an Error state are usually selected individually and corrected. After you successfully update an object, the software removes the object from the list.

If the list on the To Do List dialog box is long, you can click Filter To Do List by Select Set on the To Do List dialog box to only list the items related to currently selected objects in the workspace.

You can continue to display the To Do List as you complete other commands.

Why do objects go to the To Do List?

The software automatically places objects on the To Do List when one of the following situations occurs:

  • Error - An object loses a relationship with another, required object. For example, the definition for a piece of equipment is deleted from the Catalog, but instances of that equipment remain in the model.

  • Warning - An object retains all of its required relationships, but there is a problem with the relationship.

  • Out-of-date - When changing a relationship between two objects, you modify the relationship but only have write permission to update one of the objects. For example, you move a tank to the left 5 meters, but you do not have write permission to modify the pipe that is routed to that tank. The piping appears in the To Do List.

    If you add new data for piping material class rules, the software does not mark pipe runs as Out of date on the To Do List.

Two methods are available to change a write permission relationship between user and object. The first method is assigning each object to a group that defines a list of users; for each user, that list specifies the level of access for the objects. Your administrator sets these permissions in the Project Management task.

The choices for access permissions include:

  • Read - The user can read only.

  • Write - The user can read, create, change, and delete.

  • Full Access - The user can read, write, and assign approval (move status as defined below).

This method allows users with Write and Full Access permissions to write to the object. Users with Read cannot.

The second method for changing the relationship is assigning each object with a status of work progress. You can view or change these statuses on Properties dialog boxes. The possible statuses include:

  • Working

  • In Review

  • Rejected

  • Approved

For Working status, all access permissions listed earlier might apply (Read, Write, or Full Access). However, other work statuses block even a user with Write access permission.

For example, Approved status blocks a user with Write access from changing the relationship (except for the user designated as an approver). Therefore, the processing stops, and the software lists the object on the To Do List as Out-of-date.

Working is the only status that is not read-only. You cannot add a new status or revise its characteristics. For example, a designer, who has write access, changes the status from Working to In Review. An administrator, who has full control access, can change the status from In Review to either Approved or Rejected.

To Do List Dialog Box

To Do Record Meter

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