Document Packs

Use the Document packs window to define and export packs of associated documents. A documentation pack can be made up of datasheets and drawings. The document packs can be revision controlled.

1. In the Configuration module, select the Rules tab then navigate to the DataModelViews element in the Database View Explorer.

2. In the Tools group, select Database Views Editor, the Database Views Editor is displayed.

   

3. In the Views pane, right click and select New then View, a new DB View is displayed.

   

4. On the View Properties tab, in the User-defined name field enter Document Pack.

5. In the Description field, enter Document Pack View.

6. In the Select element types field, enter EDOCPK.

7. Select the Data Sources tab, click to check the Allow row creation check box.

8. Click to check the Auto assign or create owner check box.

   

9. Select the Columns tab, click Add Standard Attributes, the view is populated with standard attributes.

   Note:
   Add the revision attribute using the RVCURR element type for displaying revisions.

   

10. Select the Preview tab to display a preview of the database view layout.

11. Click Save Work.

12. Exit the Configuration module.

13. Launch the Engineer module.

14. On the Home tab in the View group select Grids, the Grids Explorer is displayed.

15. If the Document Pack category is not displayed in the Grids Explorer, in the Grids group, click New then Category. The Manage Grids Category window is displayed.

    Note: If a document packs category is available go to step 19.

    

16. Enter Document Packs.

17. Navigate to Document Packs in the Grid Explorer, right click and select New then Category.

18. In the Category field, enter Equipment.

19. Right click on Equipment then select Grids, the Create Grid window is displayed.

    

20. In the Name field, enter AVEVA_GRID_Pumps.

21. In the Description field, enter Grid for Pumps Document Pack.

22. In the Discipline field, click to display the discipline drop down list.

23. Click to check the Mechanical check box.

24. Navigate to the Document Pack view in the View pane.

25. Select the Fields tab (standard attributes are selected as default) amend as required.

26. Select the Layout tab, re-arrange the columns of the grid as required.

    Note:
    AVEVA recommends that a sub grid should no be created and configured for the Document Packs grid.

27. Click Save, the grid is created and is displayed in the Grids Explorer.

28. Navigate to the AVEVA_GRID_Pumps element in the Grids Explorer.

29. Select the Home tab in the Tags group click Tags, the New Tag window is displayed.

    

    Note:
    Currently the Document Pack element is not controlled by Tag Management System.

30. Select Browse, the Select Class window is displayed.

31. Click to select Assembly then Component Specification class then click Select.

    

32. Click Create a new document pack instance is created with a system default name.

33. Rename the document pack instance as per project rules.

34. Select the View tab, in the View group click Document Packs the Document packs window is displayed.

    

35. From the Document packs window, in the Add, Delete, Reorder and Edit Documents pane, click CoverPage. The Add Cover Page window is displayed.

    

    Note:
    The cover page template must be configured by an admin user, refer to .Datasheet Template Editor

36. From the Add Document window, click to select the required cover template from the list of available templates, then click Add, the cover page instance is added to the document pack.

37. From the Document packs window, in the Add, Delete, Reorder and Edit Documents pane, click TOC, the Add Document window is displayed.

    Note:
    The table of contents template must be configured by an admin user, refer to .Datasheet Template Editor

38. Click to select the required TOC template from the list of available templates, then click Add. The TOC instance is added to the document pack.

    Note:
    Only one TOC can be selected.

39. From the Document packs window, in the Add, Delete, Reorder and Edit Documents pane, click Document. The Add Document window is displayed

40. Click to select the required datasheet(s) and/or drawing(s), click Add. The selected datasheet(s) and/or drawing(s) are added to the document pack.

41. Click to select the required datasheet(s) and/or drawing(s) then UP to move the data sheet up in the order of the data sheet in the document pack.

42. Click to select the required datasheet(s) and/or drawing(s) then Remove to delete the datasheet(s) and/or drawing(s) from the Document pack.

43. From the Remove document window, click Yes to remove the data sheet from the document pack.

    

44. When a new revision of the document is created these are displayed in the latest revision column. Select the required revision in the Update Revisions window to update the document in the document pack. The order of documents remains unchanged

    Note:
    Any change to the name, description or revision number and so on are reflected in Manage doc packs along with table of contents and cover page whenever applicable.

45. Select the required datasheet(s) and/or drawing(s) from the document pack grid.

46. Select the Home tab, then click to select Print DocumentPacks.

47. Select the Manage tab, in the Export group from the drop-down list select Document Pack.

48. Select Multiple Formats to export the document pack in multiple formats.

    Note:
    The export to single pdf or multiple formats functionality is only available for documents packs.

49. In the Browse For Folder window, click to select the location to save the exported document packs, then click OK. The Exporting document pack window is displayed show the progress of the export. Once the process has been completed a message is displayed in the Messages window.