How to create a Form Record - Intergraph Smart Completions - 5.3.6 - Help - Hexagon PPM

Smart Completions Help

PPMProduct
Intergraph Smart Completions
PPMCategory_custom
Help
version_completions
5.3.6
  1. Go to the Forms Library Manager.

  2. Press NEW.

  3. Forms Library Edit Form.

The "Group Type" is an important assignment and is only used for those forms that have multiple asset tags that will be associated with the form. If the forms are used to list multiple cables, select the "Cable Pack" Option. If the form is to list multiple lines, select the "Line Packs" option. If the form is designed for a Loop, where it will list child devices, select "Loop" and if the form is intended only for Systemization items (e.g. systems, or subsystems and no assets), then select "Systemization" option.

If the user presses "Create Associated Task Model" it will create a task model and automatically link to the test form. Perform this step only if task models do not exist.

  1. Forms and Checklist Library Save button.

  2. Press the SAVE button.