Setting the Release Status

Setting the release status can be done in two ways, using the Set Release Status dialog or Release Diagram to 3D. The Release Diagram to 3D dialog provides functionality to release all items on selected pages and to create SVG files for the pages to make them available for Design. For further information, refer to Save Work and Save As. The Set Release Status dialog provides the possibility to release individually selected items as well as whole drawings. It can be opened in different contexts and parts of the user interface providing a flexible way of selecting the items to be released. The dialog is available:

• By right-clicking on items in the Schematic Explorer.

• By right-clicking on items in the System Explorer.

• By selecting one or more objects in the drawing and using the Home Tab > Object > Release command or using the shape right click menu.

• By right clicking on the drawing background (this will release all items on all pages in the current drawing).

The release status can be set individually for:

• Equipment

• Sub-equipment

• Cables

• Multi-cables

• Offline instruments

• Actuators

• Segments

For piping and HVAC, the lowest level that can be released is a segment. Nozzles and Elconns will be released together with their parent equipment/subequipment item.

When the Set Release Status command is issued, a dialog will be shown to the user. In this dialog it is possible to see the current release status of the selected items as well as set or reset the status of the selection or individual items.

When the dialog is opened, the current release status is shown. If the item is already released, you will see a green checkmark in the box in front of the item. For hierarchically superior items, there is also a green checkmark if all subordinate items are released. If only some of the subordinate items are released, there will instead be a green box shown.

After the type, name and description of the item, the date and user that released it is also listed.

To set the release status, click the boxes. If a box on a high level is checked, all subordinate items will also be checked, the same applies if you uncheck a box.

As well as setting the release status, it is also possible to reset it here, simply by unchecking the boxes. This means that items that were earlier released now no longer are released. This enables the user to make changes to already released items and these changes can be detected by the Schematic 3D integrator application. Once the changes are complete, the release status can be set once again.

The dialog also includes a Comment field which can be used to enter a release comment to be applied to the items.

Depending on how the Set Release Status command was activated, the dialog will show a different hierarchy:

The picture above shows the Group Context window which will be displayed when a schematic group has been selected in the explorer. The dialog now shows the complete hierarchy below the group node.

The picture above shows the Objects Context window which will be displayed when one or more objects have been selected in the explorer or in the drawing. The dialog now only shows parts of the hierarchy covering the selected items. If for instance a piping or HVAC branch has been selected, the explorer only shows that branch, even if the pipeline might have other branches.

The picture above shows the Diagram Context window which will be displayed when the user has right clicked an SCDIAG element in the explorer or on the drawing background. The dialog now shows all items in the current drawing. In case the drawing contains parts of a pipeline (branches or segments) while other parts of the pipeline are represented in other drawings, the explorer only shows the parts of the pipeline that are on the current drawing.