When managing revisions, you can add revisions to documents in Smart Instrumentation, update them as needed, archive and compare new and existing document revisions, and delete obsolete revisions. A document is a report or drawing that has a document number. Also, you can add a document number when adding a revision to an item.
The software allows you to add a revision to a specific report, drawing, or item, for example, to a specific I/O card in the Wiring module. You add revisions to reports in the report print preview and to items in the dialogs where you can edit the item properties. Also, you can create global revisions.
In the Administration module, in the Report Management dialog, the Domain Administrator has rights to define revision management settings individually for each report that you can generate in Smart Instrumentation.
In the database, each report is assigned to the report type, which can be a list or a non-list type report. The report type determines how you can manage revisions created for a specific report, for an item, or a group of items. For list-type reports, the Domain Administrator can enable Smart Instrumentation users to manage revisions either per document or per item.
In accordance with the revision management setting, you can either create a revision whose document number and revision number become shared for a specific item and for reports generated for that item (when the setting is per-item), or create a unique revision for a report (when the setting is per-document).
Regardless of the revision management setting, any document numbers and revisions that you create in the software are shared with the document numbers and revisions created for the same items in the Enhanced Report Utility. For example, a drawing created in the Enhanced Report Utility automatically inherits the same document number and revision that you assigned to an Enhanced SmartLoop report generated in Smart Instrumentation.
When working in an integrated environment, you can specify whether to use Smart Instrumentation revisions or external revisions created when working in an integrated environment. For more information about using revisions in an integrated environment, see Revising Documents in an Integrated Environment.
To place issue data on title blocks for enhanced reports, use the Place Drawing Property Label command in the Enhanced Report Utility. For more information, see Place Property Labels on a Drawing Sheet in the Enhanced Reports help.
When generating more than one revision report, toggle between them by selecting the
report to be viewed from the Window menu in Smart Instrumentation.
Depending on the revision management settings defined by the Domain Administrator, after creating a document (drawing or report), you can save it as a revision.
When saving a revision, the software assigns a revision number to the saved document and saves the revision in the archive (backup), allowing you to compare the current document with the archived document.
After opening a document (that has been saved previously with a revision) and then making changes, saving (or refreshing) the document without saving as a new revision displays a prompt. Do you want to re-archive? Yes or No.
Click Yes, to overwrite the document without creating a new revision, retaining the last revision number of the document you opened and saving the document to the archive (re-archiving). If you now compare the current document with the archived document there are no differences.
Click No to save the document changes without a change in the revision number, but without saving the changes to the archive. If you now compare the current document with the archived document the differences are displayed.
When changing date/time format in Windows regional settings, the date format displayed
in revisions generated prior to the change stays unchanged.