How to use the MOC workflow - Intergraph Smart Completions - 5.3.6 - Help - Hexagon PPM

Smart Completions Help

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Intergraph Smart Completions
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Help
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5.3.6

Every MOC record is guided by a Workflow. This workflow manages the creation, approval and completion of change orders. These workflows can be configured in the What is a User Application

You can export or import MOC steps or MOC category steps as per the need while creating a new MOC record.

Exporting MOC categories

  1. Navigate to Export Wizard Manager.

  2. Select New and select MOC category from the dropdown.

  3. You can view the steps and add the steps needed for a particular MOC Category.

  4. You can view the exported fields in the Export Log.

Importing MOC Categories

To import MOC categories in to MOC record follow these steps:

  1. Prepare the worksheet to import.

  2. Navigate to the Imports Manager, select MOC Categories and click Imports.

  3. Click Choose File and select the worksheet from step1.

  4. Click Finish.

You can view the imported data in the MOC categories Manager.

Using Custom properties in MOC

This feature allows you to add customized information to your MOC datasheet.

  1. Using the icon, navigate to MOC manager.

  2. Select an MOC record and click Edit.

  3. Select the Custom tab and fill in the details against the required field names. Click Save.

  4. On the MOC manager, click on the icon to check if the added field information is visible.