Release Documents in a Survey

Explanation

Use this activity to release a document contained in a part's document survey. Before the part can be released, all the documents in the document survey must be released. Document requirements can be viewed in Engineering Part Revision/Document Req. The document survey can be viewed by clicking the Documents link in the Attachment Panel for the Engineering Part Revision window.

Prerequisites

• One or more documents must exist in the part's document survey.
• The documents should be Approved.
   

System Effects

• The document is released and cannot be modified.
• When all documents in the survey are released, the part can be released.
• When the part revision is released the document survey will be set to the Locked status. Refer to the description on Document Object Connections for more information.

Window

Engineering Part Revision

Related Window Descriptions

Engineering Part Revision/Revision
Engineering Part Revision/Additional

Procedure

1. Query for the engineering part.
2. Click the Attachments tab in the context pane.
3. Click the Documents link.
 
4. Select the documents that you want to release, right-click and select Document Revision or Document Revisions.
5. On the window that opens, select the document rows, if necessary.
6. Right click, click Status and then click Release.