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On the properties page under different panes, entire information related to the selected document is available. Properties can be edited or modified. The document details window is separated into different panes and different properties are grouped under these panes. Different panes in the document details and properties grouped under these panes are described in this section. The panes can be expanded and closed.
Basic Document Details
Basic document properties of a document are listed here. It is also possible to update the basic document details. The following details are displayed in the basic document properties section. Properties marked with an asterisk are mandatory.
•Document Number *
•Document Description
•Document Genealogy *
•Number of Sheets *
•Project ID
•Internal Revision Number *
•Sheet Number *
•Sheet Size
•Version Number
•Project Description
•File Name
•Status
•Created by
•Created on
•Checked out By
•Checked out On
•Checked out Path
•Checked out PC
•Last edited by
•Last edited on
•Last check in remarks
Advance Document Details
Advance properties of a document are listed here. The following details are displayed in the advance document properties section.
•End of life
•Life Cycle Status/Issue Purpose
•Revision Number
•Client Document Number
•Vendor Document Number
•Release Status
•Released by
•Released on
•Final Released on
•Final Released by
•Publish
•Obsolete on
•Obsolete by
•Obsolete Comments
•Revoked on
•Revoked by
•Revoked comments
•Origin Type
•Origin Name
Approval Status Details
At the time of initiation of a project approval codes which are to be used for the project are agreed upon with the client. On submitting to clients for approval, clients respond back with these codes. To accommodate these codes Wrench saves the various approval codes with internal codes. Approval codes includes Approval Status Code (Internal), Approval Status Code (Client) and Approval Status Description.
When drawings or documents are to be submitted by vendors, the internal codes defined for the project is used to indicate the approval.
Documents which are submitted to clients are usually for approval or for information purpose. This means that only those documents which require approval need to be approved by the client. For documents send for Information, client approval is not required to continue the workflow.
Following are the approval Status Code details of a document that is listed here.
•Previous Approval Status Code (Internal)
•Previous Approval Status Code (Client)
•Previous Approval Status Description
•Approval Status Code (Internal)
•Approval Status Code (Client)
•Approval Status Description
•Client Reference
•Received Back On
•Approval Requirement Description
•Revision Required
Template Details
Details of the template that is being mapped is displayed here. Following are the template details that are displayed here.
•Template
•AutoCAD space
Submission Details
For document with vendor origin submission details has to be updated. Submission Details that has to be updated are displayed here.
•External Agency Transmittal Number
•External Agency Transmittal Receipt Date
•Internal Approval Status Code
•Internal Status Description
•Expected Receipt date
•Revision required(internal)
Area Details
Details of the area assigned to the document are displayed here. This includes Area Code and Area Description.
Custom Details
Each object in WRENCH such as documents, schedules etc. may have several associated with it. In typical situations, the parameters available in WRENCH ENT may not be sufficient to capture basic information of the project. In such cases additional characteristics called Custom Characteristics are defined. Details of the custom characteristics assigned to the selected document are displayed here.
Editing Document Details
Different document details grouped under the panes can be edited and the changes can be saved.
To edit the document details
1.On the document details window click the hyperlink Edit.
NOTE: The hyperlink Edit acts as a toggle for editing and saving the document details. Once the document details is in the edit mode, the hyperlink will be displayed as Save.
Figure: Editing document details
The document details are now in the edit mode. In the edit mode you can change or update different document properties.
2.After modifying document properties click Save.
Document Status
Status is assigned to documents to identify if the document is completed (Final released/ WF completed) or is in issued/submitted state. The following status are assigned by the system.
Work in Progress: Documents on which users are still working, will have the status Work In Progress.
Issued : Documents that are submitted using Release Transmittal.
Released: Documents that are basically completed. Can be 'Add as released', 'Workflow completed' or 'Final transmittal released'.
Obsolete: Documents that are no more in use or documents for which expiry date is over will have the status Obsolete.
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