Issue Records

To issue all the records currently displayed in a grid, open the grid and then select the Issue option from the Issue group of Home tab. From the menu that is then displayed, select the Issue Grid option.

To issue selected records from a grid, open the grid and select the records. Then select the Issue option from the Issue group of Home tab. From the menu that is then displayed, select the Issue Records option.

The Issue Data dialog is then displayed:

If the Issue Grid option was selected, the dialog lists all the records listed in the current grid (for example, all the grid data minus any records removed by filtering. If the Issue Records option was selected, the dialog lists all the records selected from the grid.

The number of records and the table they are from is displayed at the bottom of the dialog.

By default, the listed data includes basic details the selected records, plus the current minor and major revision identifiers and the description of the current revisions, and the "new" minor and major revision identifiers - for example, the identifiers that will be assigned when the issue takes place.

• The Issued Date field displays the current date and time. This will be assigned to the revision records when they are issued. It cannot be changed.

• To set the dialog to include all record columns, check the Show All Columns checkbox.

Issue a Major Revision

1. If a major revision is to be issued, and the major revision identifier is to be incremented, check the Increment Major Revision checkbox. The major revision identifier will automatically be incremented according to the format selected for major revisions on Issue tab of the Options dialog.

2. Alternatively, the identifier of the new major revision may be selected from the New Major Revision field. Depending on the options set on the Issue tab, this will either be:

   • from a list of values derived from a selected format (e.g. simple numbers, letters, etc.), or

   • from a list of values set up in the AVEVA P&ID Project Administration program.

     

     Values chosen for previous issues may not be selected again.

3. When a revision value is selected, the following message is then displayed:

   

   Select Yes to continue. Continue at "Completing the Issue".

   Note: If the Increment Major Revision checkbox is checked or a new major revision identifier is selected from the New Major Revision list, the New Minor Revision list is disabled. When a major revision is issued, the minor revision is automatically set to the first minor revision identifier in the list (which may be null, for example, blank, depending on whether this option is enabled on the Issue tab).

   Note: The initial major revision identifier may be "null" (blank), depending on whether this option is enabled on the Issue tab. The minor revision identifier will be always be the first minor revision identifier in the list of minor revision identifiers, unless that is also null, in which case it will be the next identifier in the list (for example, the first non-null value).

   Note: On the Issue ttab, the format selected for minor revision identifiers may be set to NONE. This means that only major revisions can be issued, and that the minor revision identifier will always be null.
   If NONE is selected as the minor revision identifier format, then major revision identifiers cannot be set to null (to avoid both revision identifiers being null). The null option will not be available for them.

Issue a Minor Revision

4. If a minor revision is to be issued (and if this is possible - see the above note), select a new minor revision number from the New Minor Revision list. Depending on the options set on the Issue tab, this will either be:

   • from a list of values derived from a selected format (e.g. simple numbers, letters, etc.), or

   • from a list of values set up in the AVEVA P&ID Project Administration program.

   Values chosen for previous issues may not be selected again.

5. When a revision value is selected, the confirmation message (see above) is displayed: Select Yes to continue.

Note: Selecting a minor revision identifier will disable the Increment Major Revision checkbox and New Major Revision list.

Complete the Issue

6. Enter any notes or comments on the issue in the Description field.

7. Click Issue Data to complete the issue.

The current revision of a record is assigned an issue status of "Revised". Previous revisions of records are assigned an issue status of "Superseded", unless the Issue Status Same As Revision Value checkbox on the Issue tab is checked, in which case the status will be set to the new revision value.

Revision records are stored in their own database tables (e.g. EQUILIST_REV for equipment revision records). These can be viewed and reported on by constructing and executing a query using the facilities provided by the Customised Report tab. Refer to Create Reports with User Defined Queries.

For example: