Transmittal icons reflect the life cycle transmittal state and the transmittal class. They are also important in identifying an issued transmittal that is overdue (that is, its Planned Completion Date has been reached).
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Transmittal state |
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RESERVED - The issue state is RESERVED after you enter transmittal details (such as planned completion date), create additional transmittal sections as required, and select the transmittal workflow. |
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ISSUED - The issue state is ISSUED after you run and attach the transmittal report, notify recipients (e-mail or the SmartPlant Foundation To Do List), and set the transmittal Issue Date. Once the status is changed to ISSUED, the transmittal structure is frozen. |
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ISSUED and Overdue - The planned completion date has been reached; however, the transmittal is not completed. |
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COMPLETED - When all responses have been received and all issue steps are completed, the issue state is set to COMPLETED. You cannot make any further updates or comments to the transmittal or its report. |
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CANCELED - The issue state is CANCELED after you set the transmittal Cancel Date, User, and Reason. In addition, if a transmittal is issued in error, the transmittal is reissued as CANCELED and is redistributed as a form of recall notice. The transmittal structure is frozen. |
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TEMPLATE - The issue state TEMPLATE is a special state that indicates that the transmittal can be used as a basis for new transmittals. |