Sign off with form - SmartPlant Foundation - IM Update 46 - Help - Hexagon

SmartPlant Foundation Web Client Help

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SmartPlant Foundation / SDx Version
10

The Sign Off with Form allows you to sign off on documents using a form in which you can update properties and add revision notes.

What happens when I use sign off with form?

When you use the sign off with form for a document:

  • The revised document allows you to update properties and add revision notes using a form.

  • The document is set to be the current released revision.

  • The status for the latest revision is set to CURRENT and the revise state is set to blank.

  • The status of the document master is changed to ISSUED.

  • The signed off revision of the document supersedes any previously released revisions.

  • Document revisions that have been signed off are frozen and cannot be checked out.

  • Signing off a document in a project does not update the as-built revision status to SUPERSEDED.

  • The display items exposed on the sign off form are configurable. For more information, see Configure forms.

  1. Select the document to sign off, and update the properties or add revision notes as necessary.

  2. Select Actions > Sign Off with Form.

  • You can sign off multiple selected documents and any changes made are applied to all of the selected documents.

  • You cannot sign off a document that has been reserved for editing without checking it in first.

  • To make changes to a signed off document, you must revise it and create a new Working version.