Transmittal project roles - SmartPlant Foundation - IM Update 46 - Help - Hexagon

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10.0 (2019)
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2020 (15.0)

This section lists typical user roles associated with transmittals. While roles may vary from organization to organization, the transmittal management process does include a number of standard roles.

Document controllers

These people are responsible for the integrity of all project documentation and the distribution of that documentation to the relevant project groups at the appropriate time. The following tasks are examples of responsibilities of the document controller:

  • Project document index management

  • Transmittal distribution management

  • Transmittal preparation and distribution

  • Transmittal response tracking and follow up

Design engineers

These users are responsible for the generation of the project documentation. Although they do not manage transmittals themselves, they are typically responsible for the following kinds of tasks:

  • Review transmittal histories of documents

  • Prepare outline transmittals

  • Prepare transmittal issue requests

  • Receive and respond to transmittals

Clients

Client recipients must be clearly marked and distinguished from the main project recipients on most transmittals. They typically do not have access to the SmartPlant software directly. They have the following types of responsibilities:

  • Review transmittal histories of documents

  • Receive and respond to transmittals

Vendors and sub-contractors

These people are usually not connected to the project management system, but still exchange documentation with the project team, often in large batches. Transmittals are the mechanism for the exchange, but this process requires packaging the documentation for distribution and access from a separate environment, often outside the firewall. These users typically participate in the following types of tasks:

  • Review transmittal histories of documents

  • Receive and respond to transmittals

  • Return project documentation on transmittals