Update Step Recipients dialog box - SmartPlant Foundation - IM Update 46 - Help - Hexagon

SmartPlant Foundation Help

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English
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SmartPlant Foundation
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SmartPlant Foundation / SDx Version
10
SmartPlant Markup Plus Version
10.0 (2019)
Smart Review Version
2020 (15.0)

Allows you to specify the users roles or distribution matrices assigned to the step as well as the action required from each user or role.

User List - Displays the list of users or roles available for assignment to the step.

Matrices List - Displays the distribution matrices that are available for assignment for a transmittal.

Assignment

User or Roles - Displays the list of users or roles currently assigned to the step.

Description - Displays a description of the user or role. This cell is populated automatically when a recipient is added.

Reason for Receipt - Specifies the actions required from the user or role. This cell is populated automatically from the default value set. Click in the cell to select a different value from the list.

Format - Specifies the format in which users or roles receive assignment. Format can be paper or email.

Matrix Name - Displays any matrix assigned to the step.

Add - Allows you to add the selected users or roles to the step..

Remove - Allows you to remove the current users or roles assigned to the step.

Information only (select check box if a response is required)

User or Roles - Displays the list of users or roles currently assigned to the step. The check box beside each user or role determines whether a response is required upon receipt of the workflow step.

Description - Displays a description of the user or role. This cell is populated automatically when a recipient is added.

Reason for Receipt - Specifies the actions required from the user or role. This cell is populated automatically from the default value set. Click in the cell to select a different value from the list.

Format - Specifies the format in which users or roles receive assignment. Format can be paper or email.

Matrix Name - Displays any matrix assigned to the step.

Add - Allows you to add the selected users or roles to the step for information purposes.

Remove - Allows you to remove the current users or roles assigned to the step for information purposes.

Matrices

Matrix Name - Displays any matrix assigned to the step.

Add - Allows you to add a distribution matrix to the step.

Remove - Allows you to remove the current distribution matrix from the step.

Default values

Default format - Lists the default formats in which users can receive assignments.

Default action reason for receipt - Lists the default actions available for assignment to a user.

Default information reason for receipt - Lists the default actions for information only recipients.

Group control

Group acknowledgement control - Specifies if one user, one user in each role, or all assignees must acknowledge receipt of an information only step.

Group assignment control - Specifies if one user, one user in each role, or all assignees can perform the step task. If one user in each role is selected, the assignment must be claimed.

Matrices - Allows you to search for distribution matrices to assign to the step.

User - Allows you to search for users to assign to the step.

Role - Allows you to search for roles to assign to the step.

See Also

Assign recipients to a workflow step