The Configuration tab allows you to set up the rules of the database, project, and configure the managers needed for your project. Smart Completions can be configured in any form required by a specific project. Depending on the roles and rights granted to you by your administrator, you may not see every button or manager discussed in this topic.
If your project administrator has renamed a Smart Completions Manager or moved it to a different location in the menu, the buttons displayed on screen may not reflect your project's version of the software.
For further queries, contact your project administrator.
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Global Configuration
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Announcements
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Switchboard
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Menu
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Reports
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User Application
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Instance Configuration
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Projects
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Disciplines
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Asset Types
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Document Types
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Workgroups
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Project Configuration
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Task Models
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Forms Library
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Work Breakdown Tree (WBS)
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Systemization Tree (PBS)
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Location Breakdown Tree (LBS)
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Resource and User Management
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Companies
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Resources and Users
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Roles
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Role Profiles
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User Log
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Setup
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Imports
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Exports
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What managers are available for global configuration?
Managers |
Data Allocations |
vAnnouncements |
Global |
vApplicationGroups |
Global |
vAssuranceSteps |
Global |
vCertificateClasses |
Global |
vColors |
Global |
vCompanies |
Global |
vCompanyTypes |
Global |
vConfigurationGridCols |
Global |
vControlSystemBreakdownTypes |
Global |
vCountries |
Global |
vCriticalAnalysisConsequences |
Global |
vCriticalAnalysisProbabilities |
Global |
vCriticalAnalysisTypes |
Global |
vCriticalities |
Global |
vCurrencies |
Global |
vDataExchangeTokens |
Global |
vDocumentCategories |
Global |
vDocumentDSTemplates |
Global |
vDocumentManualIcons |
Global |
vEngineeringUnitClasses |
Global |
vEngineeringUnits |
Global |
vEngineeringUnitTypes |
Global |
vFailureImpacts |
Global |
vHazardProtectionTechniques |
Global |
vHazardProtectionTypes |
Global |
vHazards |
Global |
vHazardZoneClassifications |
Global |
vIllnessTypes |
Global |
vImports |
Global |
vIncidentLevels |
Global |
vInjuryTypes |
Global |
vInspectionTypes |
Global |
vLockConditions |
Global |
vPermitClosingTypes |
Global |
vPermitHazards |
Global |
vPermitPPE |
Global |
vPersonalEquipment |
Global |
vpgCategory |
Global |
vpgElements |
Global |
vpgProjectRiskAssessments |
Global |
vpgRating |
Global |
vpgStatus |
Global |
vpgSubmitLog |
Global |
vpgType |
Global |
vPhysicalLocationTypes |
Global |
vPipingSegmentTypes |
Global |
vPriorityTypes |
Global |
vProcessBreakdownTypes |
Global |
vProcessVariable |
Global |
vProjectCommunicationTypes |
Global |
vPunchlistsImages |
Global |
vPurchaseOrderCategories |
Global |
vPurchaseOrderPaymentTerms |
Global |
vReportGroups |
Global |
vReportsManager |
Global |
vResourceHoursTypes |
Global |
vResources |
Global |
vResourceStatus |
Global |
vResourceTypes |
Global |
vResponsibilityTools |
Global |
vRFIStatus |
Global |
vRiskOccurances |
Global |
vRiskScores |
Global |
vRiskSeverities |
Global |
vRoleGroups |
Global |
vRoles |
Global |
vRolesRights |
Global |
vScheduleImpacts |
Global |
vShippingTypes |
Global |
vSmartFormsPreservationHeaders |
Global |
vStatus |
Global |
vStepTypes |
Global |
vStrategies |
Global |
vSyncLogFiles |
Global |
vTasksImages |
Global |
vTaskStates |
Global |
vTasksUploadScanned |
Global |
vTitleTypes |
Global |
vTranslations |
Global |
vTranslationsIgnore |
Global |
vUserApplications |
Global |
vUserLog |
Global |
vUserRights |
Global |
vUsers |
Global |
vWorkBreakdownTypes |
Global |
vWorkCenterTypes |
Global |
vWorkflowTypes |
Global |
vWorkStepVolumeTypes |
Global |
What managers are available for instance awareness?
Managers |
Configuration Type |
vActionRegistry |
Instance |
vAssetPackAssets |
Instance |
vAssetPacksCable |
Instance |
vAssetPacksLines |
Instance |
vAssetPackTypes |
Instance |
vAssets |
Instance |
vAssets_Cable |
Instance |
vAssets_Electrical |
Instance |
vAssets_FireAndGas |
Instance |
vAssets_FMEA |
Instance |
vAssets_HazardousAreas |
Instance |
vAssets_Instruments |
Instance |
vAssets_Maintenance |
Instance |
vAssets_Mechanical |
Instance |
vAssets_Motors |
Instance |
vAssets_MRA |
Instance |
vAssets_PCA |
Instance |
vAssets_Piping |
Instance |
vAssets_PLCDCS |
Instance |
vAssets_Preservation |
Instance |
vAssets_Strategies |
Instance |
vAssets_TestForms |
Instance |
vAssets_Valves |
Instance |
vAssets_ValvesControl |
Instance |
vAssets_ValvesSafety |
Instance |
vAssetsCableDrums |
Instance |
vAssetsConfinedSpace |
Instance |
vAssetsContractorTypes |
Instance |
vAssetsCriticalities |
Instance |
vAssetsCriticalitiesByAssets |
Instance |
vAssetsCriticalityFactors |
Instance |
vAssetsCriticalityModels |
Instance |
vAssetsDeleted |
Instance |
vAssetsElectrical_GroundingReports |
Instance |
vAssetsElectricalFuseTypes |
Instance |
vAssetsInstrument_Calibrations |
Instance |
vAssetsInstrument_CalibrationStandards |
Instance |
vAssetsLocations |
Instance |
vAssetsOEMDetails |
Instance |
vAssetsPLCDCSPrimaryDisplays |
Instance |
vAssetsPumpTypes |
Instance |
vAssetStatus |
Instance |
vAssetsVirtual |
Instance |
vAssetTasksScheduledPreservation |
Instance |
vAssetToTestForms |
Instance |
vAssetTypes |
Instance |
vAssurance |
Instance |
vAudit_Assets |
Instance |
vAudit_PlannedTasks |
Instance |
vBOMTypes |
Instance |
vCableClasses |
Instance |
vCableTypes |
Instance |
vCalibrationEquipment |
Instance |
vCertificateCategories |
Instance |
vCertificates |
Instance |
vCertificatesSmartForm |
Instance |
vCertificateTypes |
Instance |
vChangeOrders |
Instance |
vCompaniesInteractions |
Instance |
vCompanyDivisions |
Instance |
vCompanyInstance |
Instance |
vCompanyInstances |
Instance |
vCompletedForms |
Instance |
vConfiguration |
Instance |
vControlSystemBreakdowns |
Instance |
vCriticalAnalysis |
Instance |
vDashboardReportPackages |
Instance |
vDataExchange |
Instance |
vDepartments |
Instance |
vDisciplines |
Instance |
vDocumentForms |
Instance |
vDocumentManuals |
Instance |
vDocumentProcedures |
Instance |
vDocuments |
Instance |
vDocumentStatus |
Instance |
vDocumentTypes |
Instance |
vDossier |
Instance |
vEnergizationTypes |
Instance |
vEnergyIsolationAssets |
Instance |
vEnergyIsolationDevices |
Instance |
vEnergyIsolationPermits |
Instance |
vEnergyIsolationProcedures |
Instance |
vEnergyIsolations |
Instance |
vEnergyIsolationStepModels |
Instance |
vExports |
Instance |
vFieldLog |
Instance |
vFiles |
Instance |
vFileTypes |
Instance |
vFlangeCategories |
Instance |
vFlangeJoints |
Instance |
vFMEAModels |
Instance |
vIncidentInvestigations |
Instance |
vIncidentLevelCategories |
Instance |
vInspectionNonCompliances |
Instance |
vInspectionNonCompliancesTypes |
Instance |
vInspectionPoints_Instance |
Instance |
vInspectionPurposes |
Instance |
vInspections |
Instance |
vInspections_Completion |
Instance |
vInspectionsByAssets |
Instance |
vInspectionTasksScheduled |
Instance |
vInstrumentValveTypes |
Instance |
vJHAs |
Instance |
vJobCategories |
Instance |
vJobModels |
Instance |
vJobPackages |
Instance |
vJobs |
Instance |
vJobTasks |
Instance |
vJobTypes |
Instance |
vJSM |
Instance |
vLocations |
Instance |
vLocks |
Instance |
vLockSets |
Instance |
vLockSetTypes |
Instance |
vLockSetUse |
Instance |
vLoopCategories |
Instance |
vLoops |
Instance |
vLoopTypes |
Instance |
vMailMergeLog |
Instance |
vMaterialCategories |
Instance |
vMaterials |
Instance |
vMaterialTypes |
Instance |
vMenus |
Instance |
vMOC |
Instance |
vMOCCategories |
Instance |
vMOCImpacts |
Instance |
vMRARiskFactors |
Instance |
vNearMisses |
Instance |
vNearMissTypes |
Instance |
vNOEs |
Instance |
vPCAs |
Instance |
vPermitToWork |
Instance |
vPermitToWorkArchv |
Instance |
vPermitTypes |
Instance |
vpgContracts |
Instance |
vpgIssuesRegister |
Instance |
vpgLessonsLearned |
Instance |
vpgMeetings |
Instance |
vpgProjectCostItem |
Instance |
vpgProjectDefinitionRatingIndezs |
Instance |
vpgProjectHealthIndicators |
Instance |
vPhysicalLocations |
Instance |
vPhysicalLocationsCustodyLog |
Instance |
vPipingReadiness |
Instance |
vPipingTypes |
Instance |
vPLCIOTypes |
Instance |
vPriorities |
Instance |
vProcessBreakdowns |
Instance |
vProcessBreakdownsCustodyLog |
Instance |
vProcessBreakdownsSubsyst |
Instance |
vProcessBreakdownsSyst |
Instance |
vProjectCommunicationTypesSteps |
Instance |
vProjectControlTasks |
Instance |
vProjects |
Instance |
vProjectTypes |
Instance |
vPTWPermits |
Instance |
vPunchlist |
Instance |
vPunchlistCategories |
Instance |
vPunchlistTypes |
Instance |
vPurchaseOrderChangeOrders |
Instance |
vPurchaseOrders |
Instance |
vPurchaseOrderTypes |
Instance |
vResourceActivities |
Instance |
vResourceCertificates |
Instance |
vResourceSkills |
Instance |
vResourcesSchedules |
Instance |
vResourceTimeSheets |
Instance |
vRFIDs |
Instance |
vRFIs |
Instance |
vRFIsContact |
Instance |
vRFISteps |
Instance |
vRiskAssessments |
Instance |
vRiskAssessmentTypes |
Instance |
vRiskRatings |
Instance |
vRiskTypes |
Instance |
vShipments |
Instance |
vSmartFormsAssetHeaders |
Instance |
vSmartFormsCertificateHeaders |
Instance |
vSmartFormsLoopHeaders |
Instance |
vSmartFormsPackAssetsHeaders |
Instance |
vSmartFormsPackCableHeaders |
Instance |
vSmartFormsPackHeaders |
Instance |
vSmartFormsTasksHeaders |
Instance |
vSparePartClasses |
Instance |
vSpareParts |
Instance |
vStrategyAnalysis |
Instance |
vTaskCategories |
Instance |
vTaskModels |
Instance |
vTasks |
Instance |
vTasks_FlangeJoints |
Instance |
vTasks_FlangeJointsOnDemand |
Instance |
vTasks_Maintenance |
Instance |
vTasks_MaintenanceScheduled |
Instance |
vTasks_Preservation |
Instance |
vTasks_SmartForms |
Instance |
vTasks_TestsCompletion |
Instance |
vTasks_TestsOnDemand |
Instance |
vTasks_TestsPlanned |
Instance |
vTasks_TestsPlannedDeleted |
Instance |
vTasks_TestsScheduled |
Instance |
vTaskSteps_Instance |
Instance |
vTaskTypes |
Instance |
vTestFormPackages |
Instance |
vTitles |
Instance |
vToolCategories |
Instance |
vTools |
Instance |
vToolTypes |
Instance |
vTOPs |
Instance |
vTOPsMaintenance |
Instance |
vTOPTOC |
Instance |
vTransmittalReasons |
Instance |
vTransmittals |
Instance |
vWeldAreas |
Instance |
vWeldLog |
Instance |
vWeldModules |
Instance |
vWeldSpools |
Instance |
vWeldTypes |
Instance |
vWeldUnits |
Instance |
vWorkBreakdowns |
Instance |
vWorkCenters |
Instance |
vWorkGroups |
Instance |
vWorkGroupsCategories |
Instance |
vWorkPackages |
Instance |
vWorkPackagesAudit |
Instance |
vWorkPackagesSteps |
Instance |
vWorkPackagesStepType |
Instance |
vWorkPackageTypes |
Instance |