The Response Manager allows the document controller to perform workflow steps for e-mail and paper users who do not have access to SmartPlant Foundation. The Response Manager behaves identically to the To Do List.
In the Response Manager, you can view and complete checklists associated with workflow steps. You can also complete voting steps and mark steps completed or unable to be completed.
The Response Manager has three parts:
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Toolbar
-
List View
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Checklist Preview Pane
Toolbar
The Response Manager toolbar contains the following buttons:
|
Icon |
Name |
Description |
|---|---|---|
|
|
Refresh |
Refreshes the Response Manager with new tasks. By default, the software automatically refreshes the information every 10 minutes if the value is not changed through user preferences. However, you can force a manual update by clicking the Refresh button. |
|
|
Checklist Preview Pane |
Displays the checklist associated with the workflow step in a pane at the bottom of
the Response Manager. When the checklist preview pane is displayed, the icon changes
to |
|
|
Save Checklist |
Saves your changes to the checklist associated with the workflow step. |
.
List View
The list view displays a list of the workflow steps for the transmittal from which the Response Manager was opened. All tasks appear here, regardless of the recipient to which the step is assigned, allowing a document controller to manage responses for email and paper users. There are several types of steps, called step classes, that may appear in the Response Manager. The following icons represent these steps:
|
Icon |
Step class |
Description |
|---|---|---|
|
|
Info |
A step that appears for your information only. If an information step appears in the Response Manager, 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 you to vote. 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.
Checklist Preview Pane
If you select a workflow step that has a checklist associated with it in the list view, the checklist preview pane displays the checklist associated with the step. You can update the checklist by right-clicking the item that you want to change in the checklist. You can also update a checklist for a step by right-clicking the step in the list view. For the issue step, the checklist includes an item for each document attached to the transmittal.
-
You can view the percentage of workflow completion for each workflow step under Workflow Percentage column. 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.