Assurance Certificates Locking - Intergraph Smart Completions - 5.3.6 - Help - Hexagon PPM

Smart Completions Help

PPMProduct
Intergraph Smart Completions
PPMCategory_custom
Help
version_completions
5.3.6

Certificate Locking affects the following:

  • Assets

  • Loops

  • Packs (Cable, Piping)

  • Tasks (By Assets, Planned Task & Scheduled Task)

  • Punchlists

Certificate Locking prevents the creation, deletion and reassignment of Location Association / Work Breakdown Association for Assets, Loops, Packs, Tasks and Punchlists.

The process for Certificate Locking is outlined below:

  1. Assets, Loops and Packs: If a user tries to create an Asset, Loop or Pack and assign it to a ‘Location Association’ that is locked via Certificate Locking they cannot as the location is not available for selection.

    Delete Function.

  2. If a user tries to delete an Asset, Loop or Pack they cannot.

    Location Association Locked.

  3. A user CAN edit Asset, Loop or Pack information excluding ‘Location Association’ as it is locked and displayed only as a label.

    Tasks and Punchlists.

  4. Tasks and Punchlists: If a user tries to create a Task or Punchlist and assign it to a ‘Work Breakdown Association’ and ‘Location Association’ that is locked via Certificate Locking they cannot as the location is not available for selection.

    The ‘Work Breakdown Association’ and ‘Location Association’ have to be an exact match with the completed certificate in order for the Certificate Locking to be enforced.

    Delete Function.

  5. If a user tries to delete a Task or Punchlist they cannot.

    Work Breakdown and Location Association Locked.

  6. A user CAN edit Task and Punchlist, excluding ‘Work Breakdown Association’ and ‘Location Association’ as it is locked and displayed only as a label.