You can add revisions locally to a specific Smart Instrumentation document or item, depending on revision management settings defined by the Domain Administrator. For all list-type reports, the revision management setting is always per Document. For certain non-list-type reports, the Domain Administrator has rights to define the setting as either per document or per item.
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In the Revisions dialog, select one of the revision numbering methods from the Revision method list (use P0, P1, P2... for preliminary revisions or 0, 1, 2 / A, B, C, and so forth for normal serial revisions).
If you select a revision numbering method other than preliminary revisions (P0, P1,
P2...), you will not be able to return to the preliminary revision method and this
option will be disabled.
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If needed, in the Drawing number field, type the number of the document associated with the item for which you create the revision. In drawings and reports, this number appears in the title block.
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Select New to add a new revision.
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If you are working in an integrated environment in a module that supports publishing and retrieving of documents, selecting New opens the Revise dialog for the integrated environment instead of the Smart Instrumentation Revisions dialog.
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The software automatically increments the revision number according to the selected revision method. You can overwrite Smart Instrumentation revisions if needed.
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Add or edit the revision data as needed.
If the document for which you are making a revision contains a custom-title block,
the User-defined fields data window becomes available for you. In this data window, you can view the user-
defined fields that you added to the custom title block that you created. To learn
more about custom title blocks, see Customizing Title Blocks for Reports.