This dialog enables you to enter and maintain local revisions in most Smart Instrumentation modules and external revisions in the Process Data module. You can add useful chronological description of the changes, dates of change, and a list of persons who approved them. You can also add or edit revisions as required.
The way the software applies revisions depends on the revision management setting assigned per report in the Administration module. The way this dialog behaves also depends on the setting in the Administration module for SmartPlant Foundation revisions.
You can access this dialog from the Properties dialog for various item types or from a print preview window. To open this dialog from a print preview window, select Actions > Revisions.
Revision method
(view-only when using revisions from SmartPlant Foundation) The options in this dialog section enable you to select the required revision sequence method.
P0, P1, P2...
This option is used to indicate a preliminary revision. This numbering method is not available if you have already created revisions using one of the other available numbering methods.
0, 1, 2...
This option uses a numeric revision numbering method. When selected, revisions are numbered using the sequence 1, 2, 3, and so forth.
A, B, C
This option uses an alphabetical revision numbering method. When selected, revisions are numbered using the sequence A, B, C, and so forth.
Other
Select this option if you want to use your own numbering method. This will allow you to enter a value in the No field.
Revision management
Displays the revision management setting as defined by the Domain Administrator in the Report Management dialog of the Administration module. The revision management setting of all list-type reports is Per Document. For certain non-list-type reports, in the Report Management dialog of the Administration module, the Domain Administrator has rights to define the revision management settings as either Per Document or Per Item (not available in every module).
Re-create archive for last revision
Selecting this check box will save changes (if exists) and then re-create the archived report.
Document number
Allows you to specify a document number. The software assigns a default document number for some document types, and also if a document number naming convention is defined for a particular document type. If needed, you can type a user-defined number to be associated with a specific item or report for which you create a revision (not available in every module).
Regardless of the revision management setting, certain document numbers and revisions that you create in Smart Instrumentation are shared with the document numbers and revisions created for the same items in the Enhanced Report Utility. For example, a loop drawing created in the Enhanced Report Utility automatically inherits the same document number and revision that you assigned to an enhanced report generated in Smart Instrumentation.
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If you want to display an ampersand character & in the report title block, in the Document number box, enter &&. For example, to display P&ID in the document number string in the title block, enter P&&ID.
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If you do not enter a Document number, the report will not be available in selection lists.
Data Window
Displays the existing revisions for the current item. To enable editing, select the field that you want to edit. To edit the next field, press Tab. Note that the software does not display SmartPlant Foundation revision data in this data window.
Number
Displays the revision number. You can select and type in any value if you do not want to take advantage of the default numbering method (any method of the options in Revision method section except for Other). You can use any combination of up to eight alphanumeric characters. If you did not select Other, every time you select New, the software automatically adds a new line with the next logical character and date.
By
Type the name or initials of the person who created the revision (optional).
Date
Displays the date on which the revision was created. The default is the current date. You can enter a different date if required, as long as it is in the same format as the default.
Description
Type a description of the revision.
Checked by
Type the name or initials of the person who checked the revision (optional).
Approved by
Type the name or initials of the person authorized to approve the revision (optional).
Signed by
Type the name or initials of the person authorized to sign the revision (optional).
Note that the Signed by field does not appear in the title block automatically. To enable this field in the title block, you need to open the Default TB with IN Units.psr, or Default TB with PB Units.psr files in the Title Block dialog. These .psr files have been supplied with Smart Instrumentation, but do not appear in the database.
Custom fields
(available only if the document for which you are making a revision contains a custom title block) This view-only data window displays the document custom field headers that you added to the custom title block when creating the title block. You can change the header names in the Title Block Properties dialog.
If you opened this dialog in the Specifications module for an instrument specification that has been assigned to a Specification Binder package, you will not be able to enter a new revision or modify existing ones. The New and Delete buttons are disabled for this specification, as is the ability to edit. These options for such specifications are available only if you open the Revisions dialog in the Document Binder module.
In the Construction module, when opening this dialog from the Installation Index Manager, the OK button and Delete buttons are disabled, as is the ability to edit.
Delete
Deletes the selected revision for special cases where access rights are assigned.
New
Adds a new revision with the next logical character and date after you have selected the initial revision method.
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The New button is disabled if workflow control has been enabled and the current user does not have the access rights to make changes. For more details, see Workflow.
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When the process of creating a binder package revision is interrupted, the software marks the binder package with an icon
. When you try either to recreate the revision, print it, or save it, the software
responds with a message box informing you of the need to delete an invalid data, and
requesting your permission to delete it. Selecting OK results in deleting the corrupted revision and allowing you to recreate the revision,
print, or save it. Selecting Cancel results in having a corrupted revision that does not allow you to perform operations
like creating revisions, printing, and saving on its binder package.