To Do List window - 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 view all workflow steps that have been assigned to you and their statuses.

To Do list screen_new

The To Do List window has several parts:

  • Toolbar

  • List View

  • Checklist Preview Pane

Toolbar

The To Do List toolbar contains buttons and shortcuts. The following table lists the buttons on the To Do List toolbar.

Click this

To do this

Refresh

Refresh the To Do List with new tasks assigned to you. By default, the software automatically refreshes the To Do List every 10 minutes. You can change the default refresh interval on the Change User Preferences dialog box, available by clicking File > Change User Preferences.

Checklist Preview Pane

Display the checklist associated with the workflow step in a pane at the bottom of the To Do List.

SPF DTC ICON Save Save Checklist

Save your changes to the checklist associated with the workflow step.

Configuration Filtering

Filter the To Do List so that it contains only items in your current scope.

Shortcuts are displayed for any related object associated with the To Do List step and vary for each related object. Related objects can be documents, transmittals, tags, and so on.

For example, the following table lists the shortcuts for the document object.

Shortcut

Name

Description

Signoff

Sign off

A change of state command that allows the user to sign off on the documents.

Details

Show the Detail Form

Displays the Details dialog box.

History

Show the History Form

Displays the History dialog box.

To Do list

Show Inbox for Object

Displays the related workflow step in the To Do List.

Show All Versions

Show All Versions

Displays all versions of a document revision.

Show Tags

Show Tags (DEV)

Displays all tags related to the document.

Workflow_Objects

Show Workflow Objects

Displays the objects related to the workflow, such as transmittals or documents.

List View

The columns that appear in the list view are determined by your configuration. Your system administrator defines which columns display by default.

The list view displays a list of all workflow steps assigned to you. There are several types of steps, called step classes, that may appear in the To Do List. The following icons represent these step classes:

Icon

Step class

Description

Info

A step that appears in your To Do List for your information only. If an information step appears in your To Do List, you are required to acknowledge it.

Assignment

A step that assigns work to you. You may be required to complete a checklist before you can complete an assignment step.

Approval

A step that requires your approval. You may be required to complete a checklist before you can complete an approval step.

Icons with red backgrounds indicate that the step is overdue. For example, if an assignment step is overdue, the icon appears beside the step in the To Do List.

Checklist Preview Pane

If you select a workflow step in the list view that has a checklist associated with it, the checklist preview pane displays the checklist associated with the step.

  • Checklists can contain no more than 25 items.

  • Some of the column headings described here are configurable. Your system administrator defines which columns display by default.

List View - Displays a list of all workflow steps assigned to you.

Name - Displays the name of the step.

Description - Displays a description of the step.

Recipient Role - Displays the SmartPlant Foundation role of the recipient. Recipients can play numerous roles in a configuration. If a role is assigned to a workflow step, users know what role to play when actioning on the workflow step.

Workflow - Displays the name of the workflow to which the step is assigned.

Workflow Percentage - Displays the percentage of workflow completion for each workflow step. The workflow status percentage is updated on acceptance or rejection of each workflow step by the user.

For more information on configuring workflow status and workflow status percentage, see Create a step status and Create or update a workflow template.

.RFR - Displays the reason for receipt value, or why the user has been assigned the workflow step. The default values are I (information), C (comment), and W (work).

Target Date - Displays a target date for when the step is completed based on the assignment date and the defined duration.

Related Object - Displays the object to which the workflow is attached, typically a document or transmittal.

Password Required - Indicates if the user's password is required to sign off the step.

Message - Displays the message entered by the recipient of the previous step; this message could be some comments or instructions.

Checklist Preview Pane - Displays the checklist associated with the step, if one exists. You can update the checklist by clicking the item that you want to change in the checklist, and modifying the information in the grid.

Checklist items can be optional or required, depending on the way the workflow template was configured.

Description - Displays a description of each checklist step.

Value - Allows you to type a value that indicates the completion of the item.

Comments - Allows you to type text about the checklist step.

Allocated To - Allows you to save additional information about the checklist item, such as the user to which the item was allocated.

All date and time settings are stored in the database in Greenwich Mean Time (GMT), but displayed in local time, as determined by the regional settings on the local computer.