SmartPlant Materials User Interface Basics

Transcription

1 SmartPlant Materials User Interface Basics Version 2011 (7.0.0) June 2010 DMAR1-PE F

2 Copyright Copyright Intergraph Corporation. All Rights Reserved. Including software, file formats, and audiovisual displays; may be used pursuant to applicable software license agreement; contains confidential and proprietary information of Intergraph and/or third parties which is protected by copyright law, trade secret law, and international treaty, and may not be provided or otherwise made available without proper authorization from Intergraph Corporation. U.S. Government Restricted Rights Legend Use, duplication, or disclosure by the government is subject to restrictions as set forth below. For civilian agencies: This was developed at private expense and is "restricted computer software" submitted with restricted rights in accordance with subparagraphs (a) through (d) of the Commercial Computer Software - Restricted Rights clause at of the Federal Acquisition Regulations ("FAR") and its successors, and is unpublished and all rights are reserved under the copyright laws of the United States. For units of the Department of Defense ("DoD"): This is "commercial computer software" as defined at DFARS and the rights of the Government are as specified at DFARS Unpublished - rights reserved under the copyright laws of the United States. Intergraph Corporation P.O. Box Huntsville, AL Street address: 170 Graphics Drive, Madison, AL Terms of Use Use of this software product is subject to the End User License Agreement ("EULA") delivered with this software product unless the licensee has a valid signed license for this software product with Intergraph Corporation. If the licensee has a valid signed license for this software product with Intergraph Corporation, the valid signed license shall take precedence and govern the use of this software product. Subject to the terms contained within the applicable license agreement, Intergraph Corporation gives licensee permission to print a reasonable number of copies of the documentation as defined in the applicable license agreement and delivered with the software product for licensee's internal, non-commercial use. The documentation may not be printed for resale or redistribution. Warranties and Liabilities All warranties given by Intergraph Corporation about equipment or software are set forth in the EULA provided with the software or applicable license for the software product signed by Intergraph Corporation, and nothing stated in, or implied by, this document or its contents shall be considered or deemed a modification or amendment of such warranties. Intergraph believes the information in this publication is accurate as of its publication date. The information and the software discussed in this document are subject to change without notice and are subject to applicable technical product descriptions. Intergraph Corporation is not responsible for any error that may appear in this document. The software discussed in this document is furnished under a license and may be used or copied only in accordance with the terms of this license. No responsibility is assumed by Intergraph for the use or reliability of software on equipment that is not supplied by Intergraph or its affiliated companies. THE USER OF THE SOFTWARE IS EXPECTED TO MAKE THE FINAL EVALUATION AS TO THE USEFULNESS OF THE SOFTWARE IN HIS OWN ENVIRONMENT. Intergraph is not responsible for the accuracy of delivered data including, but not limited to, catalog, reference and symbol data. Users should verify for themselves that the data is accurate and suitable for their project work. Trademarks Intergraph, the Intergraph logo, PDS, SmartPlant, SmartMarine, FrameWorks, I-Convert, I-Export, I-Sketch, IntelliShip, INtools, ISOGEN, MARIAN, SmartSketch, SPOOLGEN, SupportManager, and SupportModeler are trademarks or registered trademarks of Intergraph Corporation or its subsidiaries in the United States and other countries. Microsoft and Windows are registered trademarks of Microsoft Corporation. MicroStation is a registered trademark of Bentley Systems, Inc. Other brands and product names are trademarks of their respective owners.

3 Contents Preface... 5 SmartPlant Materials Overview... 7 Log-on... 9 Menu Main Menu File Menu Edit Menu Customer Menu Window Menu Help Menu Menu Tree Menu Tree Structure Tree View Toolbar Search Functionality My Menu Guided Tours Screen Handling Screen Layout Screen Structure Toolbar Context Bar Status Bar Operation Modes Query Mode Input Mode Editing Features Overview Editor Window List of Values Core Workflow Screens Configurations Favorite Configuration Pop-up Menu Add field Set column spacing Multi configuration Order by this field Remove field SmartPlant Materials User Interface Basics 3

4 Contents Move to/remove from scroll area Populate Global update Drag and drop Order By Adding Basic Data Valid Settings Project Defaults DBA Settings Privileges CIPs VAs Product Documentation Reference Entries Online Help Navigation Search Printable Guides Reports Generating a Report Report Formatting Index SmartPlant Materials User Interface Basics

5 Preface This document provides a working knowledge of the basic features and the general screen handling. It does not deliver any insight into SmartPlant Materials or SmartPlant Reference Data functionality or workflows. The Core Workflow Screens (on page 41) section is intended for more experienced users. To get more detailed information about a specific module or feature, read either the online help or the printable guides, both provided with the software. Click the Help button on the toolbar of a screen for context-sensitive information about the active SmartPlant Materials screen. Select Help > Printable Guides on the main menu to display the list of guides. Each SmartPlant Materials and SmartPlant Reference Data module has separate guides available. SmartPlant Materials User Interface Basics 5

6 Preface 6 SmartPlant Materials User Interface Basics

7 SmartPlant Materials Overview SmartPlant Materials is a materials management and administration system for process plants. Its main applications are: Design, engineering, and construction of processing plants for the chemical, pharmaceutical, and oil industries Industrial pipeline construction Power plant construction Ship design and assembly SmartPlant Materials supports materials management for all disciplines, including piping (and pipe supports), instrumentation, and structural steel equipment (such as vessels). SmartPlant Materials provides continuous support for all processing stages of project management. This support includes: Pre-project phase of parts and standards specification Design and financial planning Definition of material requirements Procurement and scheduling Pre-fabrication and installation Deadline and cost tracking Database and Application SmartPlant Materials consists of a database (tables) and an application (screens and lists). Users interact with the database through the application screens (or forms). With the use of these screens, the user can present and maintain the data stored in the database. The database system organizes associated data in tables, consisting of rows and columns. A row consists of several named columns (or fields), which together constitute a data record. The record is a set of data stored in a database table. A column has a fixed data type and name. The content or data of a column is displayed in a field on the screen. SmartPlant Materials screens display database table contents structured according to the function of the data. Each displayed data record shows a complete or partial row from the associated table. Data from different tables are shown in separate blocks. Blocks are areas within a screen, bordered by a frame. A block usually represents a database table. Changes made in a block on a screen are saved in the corresponding database table. SmartPlant Materials screens, menus, data fields, command line prompts, toolbars, and key sequences make working in SmartPlant Materials easy for users. The SQL database language can be used to access database tables from outside the application for the purpose of obtaining information. It should never be used to modify data. Definitions Product Group - Corporate standards are defined on the product group level. Data defined in a product group will be available in all projects created based on this product group. Product group data is visible in projects, but the projects cannot change this data. SmartPlant Materials User Interface Basics 7

8 SmartPlant Materials Overview Project - Project-specific material is defined at the project level. It is usual for a project to reference the product group as much as possible and only create project-specific material definitions when the code cannot be included in the corporate standard. Data defined in a project will not be available on the product group level or in any other project. Discipline Used to separate materials into different project areas like Piping, Electrical, and Structural. 8 SmartPlant Materials User Interface Basics

9 Log-on 1. Start Internet Explorer. If SmartPlant Materials is your default web page, the Logon screen appears automatically. If it is not set up as your default, select it from your Favorites list, or enter the web address into the entry field. The Logon screen verifies user access privileges to SmartPlant Materials and to individual SmartPlant Materials functions based on the user account and the role assigned to the user account, set up by your System Administrator. 2. Enter your user name and password in the corresponding fields. Press Enter or click the OK button. The name of the database is displayed automatically in the Database field. Clicking the Cancel button terminates the login and closes the Logon screen. 3. In SmartPlant Materials, you can work on the project or corporate (product group) level. Select either Project or Product Group in the Working With field to get a list of available project or product group log-ins assigned to your user account. After you select Project in the Working With field, the lower block is shown in the Logon screen. See picture below. This block shows detailed information about the available login credentials. You can see the project name and the description, the underlying product group, the discipline, the login language, and the role assigned to your user account. The role controls the access permissions for the modules, screens, and functions in SmartPlant Materials. The Last Login field shows the date when you were last signed into the project. SmartPlant Materials User Interface Basics 9

10 Log-on The right-hand fields on top show the details of the selected project/product group and the version of your SmartPlant Materials application. You can use the Help button to call the online help of the Logon screen. The New User button will only be activated when DBA Setting NEW_USER_BUTTON is set to Y, and when a valid user name and password is entered. Using the New User button will open the A Create User screen; here you can enter the details of a new user request. When done, click the Submit button to send the request to the administrator. To log in to the project (product group), either double-click the Project (Product Group) name or any other field of the record, or select the Project (Product Group) you want to log in to and click the OK button. 10 SmartPlant Materials User Interface Basics

11 Log-on If you select Product Group in the Working With box, the same fields are displayed except the Project field. To re-logon from an active session, you can use the Set Project/Discipline button on the menu toolbar when you want to login to another project/discipline using the same role and user. For more information, see Tree View Toolbar (on page 23). Or, click File > Change Login to open the Logon screen again. To end the SmartPlant Materials/Reference Data session, click the Log Off button on the menu toolbar or click File > Exit, after closing all open screens. SmartPlant Materials User Interface Basics 11

12 Log-on 12 SmartPlant Materials User Interface Basics

13 Menu The SmartPlant Materials main menu gives users access to the SmartPlant Materials features and screens they need to do their work. Main menu features include: 1. SmartPlant Materials menus, forms, and reports in a tree view 2. The tree menu toolbar 3. Guided tours list of user-defined tours, or workflows 4. My Menu for standard and user-defined forms, reports, and menus 5. Quick change of project and discipline with Set Project/Discipline 6. Installation Overview report 7. Session information identifying the user, role, Oracle database version, and the SmartPlant Materials version 8. Search functionality 9. Context bar - For more information, see Screen Handling (on page 29). SmartPlant Materials User Interface Basics 13

14 Menu Main Menu On top underneath the title bar, you ll find the main menu with the sub-menus File, Edit, Customer Menu, Window, and Help. File Menu Command Shortcut Description Close Closes the active screen. Close All Alt+F4 Closes all open screens. Save F10 Saves changes made in the active screen. Changes are stored in the database. Print Refresh Change Log In Prints the active screen to the user s default printer. Re-displays the active screen. Displays the Logon screen for a user to log in with a different user name to enable different access rights or to select a new project/product group. Exit Alt+F4 Logs the user out of SmartPlant Materials, and closes the session. 14 SmartPlant Materials User Interface Basics

15 Menu Edit Menu Command Shortcut Description Cut Ctrl+X Removes the selected data and places it in a paste buffer to copy or paste. Copy Ctrl+C Copies the selected data from the input field of the screen to the clipboard. Paste Ctrl+V Inserts data from clipboard to the input field of the screen at the cursor position. Clear Field Duplicate Field Above F3 Deletes the entry of the current field at the cursor position. Copies the field entry of the record above the cursor into the current field. List of Values F9 Opens a new window, displaying the available values for insert into the current field. Edit Field Ctrl+E Opens an editor window to allow editing of large amounts of text. SmartPlant Materials User Interface Basics 15

16 Menu Command Shortcut Description NLS Description Ctrl+Shift+Page Down Where Condition Ident Attributes Opens the Translated Description window to allow multi-lingual capture of descriptions. Displays the A Query Condition screen, which allows a user to change selection limitations. This screen displays all available Where conditions defined for the calling screen. This command is only active for screens/blocks having a Where Condition field. Example: R Req Split Criteria Opens the A Ident Attribute Values screen. The command is only active in screens/blocks having the Ident Code field, for example, R Requisitions window 2. New Record F6 Enters a new empty record underneath the current cursor position. Delete Record Shift+F6 Deletes the current record at the cursor position. Clear Record Shift+F4 Hides the current record without deleting. Duplicate Record above F4 Only on new records, copies the record above the current cursor position into the new record. Clear Block Shift+F5 Clears all records of the current block, without deleting. Clear All Query Clears all displayed data. Opens a sub-menu with items. 16 SmartPlant Materials User Interface Basics

17 Menu Command Shortcut Description Go To Opens a sub-menu with items. Preferences Opens the User Preferences screen, which enables the setup of menu call, buttons, and menu options. Enable buttons context sensitive: Toolbar buttons are only active in context with the screen operation. Highlight queryable items: In query mode, the queryable fields are displayed with a yellow background. Highlight required items: In input mode the mandatory fields are displayed with a green background. Replace current window: The current window will be closed when a new screen is opened. Tree menu orientated display: The screens are positioned to the right of the menu tree. SmartPlant Materials User Interface Basics 17

18 Menu Query Enter F7 Switches to enter query mode, allows entering a search condition. You can use % and _ wildcards. Run F8 Starts the query. Cancel Ctrl+Q Cancels the query. Show Last Criteria Count Matching Records Get More Records Go To F7 Shift+F2 Ctrl+Shift +Page Down After switching to enter query mode using F7, the last entered search criteria will be displayed using F7 again. Counts the queried records and shows the result. Gets the next set of records. Next Field Tab Moves the cursor to the next field. Previous Field Shift+Tab Moves the cursor to the previous field. Next Record Arrow down Moves the cursor to the next record in the block. Previous Record Arrow up Moves the cursor to the previous record in the block. First Record Last Record Next Block Ctrl+Page Down Moves the cursor to the first queried record. Moves the cursor to the last queried record. Moves the cursor to the next block. Previous Block Ctrl+Page Up Moves the cursor to the previous block. Customer Menu The Customer Menu may contain reports and screens defined and placed there by the customer. SmartPlant Materials does not deliver any reports or screens on this menu. 18 SmartPlant Materials User Interface Basics

19 Menu Window Menu The Window menu includes the following commands: Cascade, Tile Horizontally, Tile Vertically, and Choose a Current Window. These commands operate the same as standard Window commands to allow users to manipulate the window placement, but not content. Help Menu The Help menu includes the following commands. Command Shortcut Description Printable Guides Report Document Library SmartPlant Homepage Subscribe to News In-depth documentation for each module, including new features for the release and workflow explanations. Library of report descriptions and samples. Opens the Intergraph SmartPlant Materials home page. Enables the user to sign up for the SmartPlant Materials newsletter. SmartPlant Materials User Interface Basics 19

20 Menu Command Shortcut Description Keyboard Help Ctrl+F1 Opens a window with a list of keyboard function keys with its assignment. The functions are listed in alphabetical order. Record Info Displays detailed information about a selected record Display Error Shift+F1 In case an error occurs, use this function to get more details about the cause of the error. Universal Dialog About Use this dialog box to open screens instead of using the menu. Enter the screen name like S1001 and press Enter. Opens the About window, displaying information about the product such as version, license, and so forth. Menu Tree The menu tree view includes the SmartPlant Materials modules and other options listed in the following section. The modules are listed in the order they appear in the menu. Use the tree toolbar to expand and collapse items in the tree view. In the tree view, users can see and access modules and options allowed by their login and role privileges. SmartPlant Materials modules, screens, and reports have a consistent structure and numbering scheme, which makes working easy and fast. Each screen and report has a unique number. The majority of the screens and reports have three levels of numbering, followed by the screen name. Several have a fourth level, when the topic range is sub-divided. The letter R between level 2 and level 3 indicates a report. 20 SmartPlant Materials User Interface Basics

21 Menu The icons used in the tree menu are: Submenu Screen Report Menu Tree Structure Administration Module for administration of the SmartPlant Materials database application and maintenance of basic data. The screen names start with the letter A. SmartPlant Reference Data SmartPlant Reference Data provides materials libraries at the corporate and project levels, and enables materials revision and change management. The library enables corporate (project-independent) material data standardization, especially of bulk material. Data can be organized and reused according to international (ANSI, ISO, DIN) or corporate standards. The screen names start with the letter S, because of the former module name Standardization. E&PI (BOM) E&PI (Req) At the bottom of the SmartPlant Reference Data menu branch, you can find the submenus of the PDS, SmartPlant 3D, SmartPlant Isometrics, SmartPlant P&ID, and PDMS interfaces. The Engineering & Procurement Integration (E&PI) module presents the most recent status of any material item being used within the project, allowing the elimination of surplus materials and delays due to materials shortages. All engineering and design quantities are stored, combined, and change-controlled in highly flexible project structures and bills of material (history and increments). Based on the client's knowledge and experience, rule-driven processes automatically create material requisitions according to the client's operating procedures, translating the project engineering view into the project procurement view. The names of the E&PI (BOM) screens start with the letter B, and the E&PI(Req) screens start with the letter R. SmartPlant Materials User Interface Basics 21

22 Menu MSCM Site Integrator Others Guided Tours Discoverer The Material Supply Chain Management (MSCM) module seamlessly integrates the interchange of data with commodity suppliers, manufacturers, fabricators, and freight forwarders. It synchronizes decentralized processes such as supplier management, procurement, progress control, tracking and tracing, and event management as well as supplier performance and history management. All procurement and relevant supply chain information is in the same database allowing paperless integration of supplier performance and history measurement, supplier management, inquiry cycle, bid tabulation, purchase order/award, scheduling, progress/milestone control, and traffic/shipment. The screen names start with the letter P, because of the former module name Procurement. The Extended Traffic screen names start with the letters PT. The Site Management module is subdivided into Field Material Control and Subcontract Management. Field Material Control enables balancing of on-site personnel with material availability, assigning material to site inventories. Material receiving, forecasting, reservation, and allocation routines efficiently control and manage materials in the various site warehouses. Availability of all upstream and site inventory data enables sophisticated planning and simulation. The Field Material Control screen names start with the letter C, because of the former module name Construction. The Subcontract Management module enables managing subcontracts on various levels. For example, an O/O company may hire an EPC company. This company might then hire a subcontractor for construction, and this subcontractor hires a supplier company as a subcontractor. The Subcontract Management screen names start with the letters SM. SmartPlant Materials interfaces enable data to be fed into design systems such as PDS or PDMS with relevant, standardized project data, eliminating duplicated effort. SmartPlant Materials interfaces with their leading applications include: Bulk Material Life Cycle Library with PDS, PDMS, SAP R/3 Engineering & Procurement Integration with PDS and PDMS You can find the SAP interface submenu underneath the Integrator branch, and the others in the SmartPlant Reference Data submenu. Utilities including Documentation, Graphics, Assessments, Estimates, Accounting, Data Sheets, Work Progress, and Line List. Displays a list of user-defined tours, or workflows. The form for each tour, or workflow, shows a sequential list of screens and the actions required for each one. This sub-menu includes a screen to handle the Discoverer. 22 SmartPlant Materials User Interface Basics

23 Menu Company Menu My Menu Can be used to create a company-specific menu tree containing all company forms and reports. To use this company menu, you must define an appropriate menu structure on A Menus. Displays a list of user-defined menus. SmartPlant Materials User Interface Basics 23

24 Menu Tree View Toolbar Use the Tree menu toolbar to navigate and work with the modules and selections in the tree. Button Meaning Description Expand All Expand Collapse Collapse All Edit Refresh Set Project / Discipline Displays all levels of nodes in the tree underneath the active/selected node. Displays one lower level of the active node. Hides all levels of the active node. Hides all levels of all nodes in the tree. Displays screen A with the active menu item in it for editing and updates. Updates the tree display. Use it when changes are made on screens A or A Changes to a different project or discipline, using the current role and user ID. A list will be displayed showing all available projects/disciplines. Select a record from the list and clicking the OK button *or double-click the record) to re-login to the chosen project/discipline. Log Off User Alerts Ends the SmartPlant Materials session. Click this button to open the A Early Warning Alerts screen, which displays the alerts of the logged in user. 24 SmartPlant Materials User Interface Basics

25 Menu Installation Overview Online Help Creates an overview report of your Oracle and SmartPlant Materials installation. Opens the online help of the main menu. Search Functionality This block can be used to search for specific screens or reports in the menu tree. Enter the screen name in the Search for field, without using any dots or blanks. For sample, enter R3001 to search for R Requisitions. Then click the Search button. The system will find and highlight the possible occurrence of the text specified in the Search for field. Double-click the menu item to open the screen as usual. To activate the advanced search criteria, select the More check box. The selection of Options allows you to control the search direction, starting from the selected node. The options Down, Up and All are available. When Match Case is checked, the search will distinguish between uppercase and lowercase characters. When Whole Word is checked, only menu items that correspond exactly to the search string will be found. When Focus Tree is checked, the focus will move to the search result/menu item in the Menu Tree. This allows you to open the screen by simply pressing Enter. My Menu Users can define their own menu under My Menu to collect the most used screens underneath one node, with the benefit of quick access to these screens. Click My Menu on the menu tree view. Right-click to open the menu and create your own user menu. SmartPlant Materials User Interface Basics 25

26 Menu Use Add child menu, Add child form, and Add child report to create your own user menu. Example for a user defined menu: Right-clicking in any open screen shows a menu with the last five screens opened by the user in the current session, and the top four items of My Menu and the Universal Dialog. All these screens can directly be opened from that menu. Guided Tours The Guided Tours option displays a list of pre-defined workflows set up by your company for users to follow. For example, the administrator might set up a guided tour named New Project, which lists all affected screens in the order of the workflow, and the actions and to do list for each one. The user could follow the workflow/guided tour to create a new project. 26 SmartPlant Materials User Interface Basics

27 Menu The graphic below shows an example of a Guided Tour named NEW_PROJ that shows how to create a new project. Click Call to open a screen, and then complete the To do list for that screen. Continue down the list calling each screen and completing its To do list until the guided tour/workflow is completed. SmartPlant Materials User Interface Basics 27

28 Menu 28 SmartPlant Materials User Interface Basics

29 Screen Handling To open a screen: Navigate through the menu tree and then double click-the menu item. Enter the screen code in the Search For field at the bottom of the menu tree. Then press Enter or click the Search button to navigate straight to the menu item. Now double-click the menu item to open the screen. Select the Help > Universal Dialog command from the main menu to call the Universal Dialog screen. Enter the screen code in the Module Name field and press Enter. To close a screen: Select File > Close or Close all from the main menu. Double-click the upper left corner or click the left corner and select Close from the menu. Click the X at the upper right corner. Use the function keys Ctrl+F4. SmartPlant Materials User Interface Basics 29

30 Screen Handling Screen Layout The general layout of all Smart Plant Materials screens is consistent. All screens have the title bar, the main menu, the toolbar, and the screen title at the top, and the context bar, message bar, and status bar at the bottom. Title bar Main menu Toolbar Screen title Context bar Message bar Displays the project or product group and the name of the database being used during the session, in addition to the version of the SmartPlant Materials application. Contains the menus File, Edit, Customer Menu, Window, and Help. Contains buttons to enter and modify data, navigate within the screen, query data, and more. Displays the screen number and name. Displays the record owner, user name, project/product group, discipline, and related information. Displays processing messages, error messages, and instructions. 30 SmartPlant Materials User Interface Basics

31 Screen Handling Status bar Displays the active mode (Enter Query or Input), the defined values for the field, and information about the number of records in a query. Screen Structure The screens are structured depending on the data model complexity of the underlying database tables. Each block, which is an area within the screen and bordered by a frame, represents a database table; each row in a block represents a record or set of data of the database table. The screen fields show the particular values of a record. Toolbar The main toolbar at the top of the screens provides buttons to navigate within the screen, and to query, enter, modify, delete, print, and export data. Other buttons can be used to retrieve information, like calling the online help, checking record info, and reviewing all relevant settings of the active screen. Most of the commands of the toolbar are also available on the File and Edit menus. Button Function Function Key Description Save F10 Saves record modifications. Save and Proceed Saves record changes and moves to the next record. SmartPlant Materials User Interface Basics 31

32 Screen Handling Button Function Function Key Description Print Screen Print to File Enter Query F7 Prints a snapshot of the active SmartPlant Materials screen to the default printer. Prints the information in the displayed SmartPlant Materials screen to a data file in the default location. Initiates Enter Query mode for a user to set up a database query. Search conditions entered in yellow fields restrict the query result. Run Query F8 Runs a database query after it is defined with Enter Query and displays the data in the SmartPlant Materials screen Cancel Query New Record F6 Delete Record Clear Record Go To Previous Record Go To Next Record Go To Previous Block Go To Next Block List of Values (LOV) Ctrl+Q Shift+F6 Shift+F4 Shift+ Shift+ Ctrl+Page Up Ctrl+Page Down F9 Stops a query and changes from Enter Query mode to Input mode. In Input mode, users can insert records. Green fields are mandatory and have to be filled before you can save the record. Adds (inserts) a new record underneath the cursor position. Deletes the selected record. If dependent data exists, the user is prompted to click the Delete Record icon again to delete the data and all of its dependent data. Clears the current record at the cursor position. Moves to the previous record of a block. Moves to the next record of a block. Moves to the previous block of the screen. Moves to the next block of the screen. Displays the list of values (LOV) available for input into the current field. Click a value to select it for the input field. Click Cancel to dismiss the list and not select a value. Edit Field Ctrl+E Opens a text editor window for extensive text input into a field. NLS Description Shift+Ctrl+Pag e Down Opens the Translated Descriptions window for polyglot input. Click the button a second time or close the window to return to the previous block. (NLS stands for National Language Support.) 32 SmartPlant Materials User Interface Basics

33 Screen Handling Button Function Record Information Where Condition Comments Function Key Description Displays detailed information about the selected record. Displays the A Query Condition screen, which allows a user to change selection limitations. It displays all available Where conditions defined for the calling screen. This command is only active for screens having a Where Condition field, for example, screen R Req Split Criteria. Allows you to add comments to the current/active record. A green background of the button indicates that comments exist for the active record. Valid Settings Reports JCS Monitor Help Opens the A Valid Settings screen, where you can display all project settings relative to the active SmartPlant Materials screen. Opens the A Attached Menu Reports screen with all reports available for the active screen. All listed reports can be started from this screen. The button is only activated when reports have been assigned to the screen on A Menu Settings on the Menu Reports tab. Checks background processing initiated from the Start Batch icon available on screens where batch processing is possible. Displays the A JCS Jobs screen (Job Control System) where the jobs are listed. Displays the SmartPlant Materials online help for the current screen. FASTCALL Displays a list of additional SmartPlant Materials screens related to the active task. Can be used to move to the related screen without closing the active screen. Function keys, which are not available on the toolbar: Shift+F3 shows the screen modifier information in the message line (timestamp, latest change). Shift+F2 counts the number of queried records of the active block at the cursor position. SmartPlant Materials User Interface Basics 33

34 Screen Handling Context Bar The context bar is displayed in the footer of the SmartPlant Materials screens. The logon parameters determine which information is displayed. The context bar provides the following context-sensitive information, from left to right: Record owner, either product group or project. Indicates where the record was created. Name of the user who is logged in. Name of the active project or product group. Name of the active product group. When logged in with the product group, this field and the previous field show the same information. Active discipline. Active standard. Active language. Multilingual descriptions (National Language Supported data description) will be displayed corresponding to the login language. General information, like Revision OFF, UOM ON. Status Bar The status bar is the last line in the footer of a SmartPlant Materials screen. It displays context-sensitive information about the session. The status bar contains the following information, from left to right: Status Record x/y Enter Query < List of Values> Description x indicates the number of the current record. y indicates the total number of queried records. When? is displayed instead of a number, the queryable records are not yet counted due to the large number of records. When you scroll to the last records,? will change to the total number. Indicates that the user is in Enter Query mode. On some screens, the Enter Query mode allows users to enter a specific query again. Previously-defined list of values for the field. If there is no list of values for the field, this part of the status line is empty. (F9 and the LOV icon display the list of values.) 34 SmartPlant Materials User Interface Basics

35 Operation Modes Screen Handling SmartPlant Materials screens have two operation modes: Enter Query and Input. SmartPlant Materials validates all modified and new records before saving them to the database. If the validation fails, the user must correct all records with errors and then try to save them again. Therefore, it s recommended to save records periodically to minimize the time required to find record errors. Data entered and updated on the screen is not available to other users until you commit the changes. As long as the changes are not saved, other users can access the old data. To prevent editing and saving the same record by multiple users, the software allows only the first commit. To make the second set of changes, you must retrieve the record from the database, make the changes again, and then save. Query Mode The query mode is needed to browse and to display the existing data, either all data or restricted by means of the entered query conditions. Most screens open in query mode by default, ready for the user to display existing data from the database, and visible with the yellow field background color. The query mode is also shown in the status bar of the screen footer. You can change from Query Mode to Input Mode by selecting Cancel Query or Run Query from the toolbar or using the corresponding shortcuts. In query mode, you can enter values or ranges as search criteria in the yellow fields to reduce the search result. You can use the wildcards _ (underscore) as a placeholder for one character and % (percent) as a placeholder for multiple characters. Then use the Run Query button on the toolbar to retrieve the selected data. The example in the picture below uses both wildcards: _ and %. Result of the query: You can enter search criteria in multiple fields; the search will only retrieve records that meet all of these criteria. To repeat a query using the same search criteria again, use Enter Query or the F7 shortcut twice to retrieve the previous query condition. SmartPlant Materials User Interface Basics 35

36 Screen Handling Input Mode Input mode allows all kinds of data manipulation like inserting new records, updating existing data or deleting existing records from the database. In Input mode, the data you enter into the screen fields is not stored in the database unless you save the changes using the Commit button on the toolbar, or click File > Save to explicitly save the temporary data to the database. While you are working on data in a screen, your input is checked for syntax and plausibility such as required fields, value ranges, and data types. The data content is validated again before it is saved to the database. This second verification includes checks for uniqueness of the new records with regard to the key fields and for references to records with nonexistent data, such as standardization data. Screens that require immediate input or contain very little information are in the Input mode by default. When these screens are opened, the system has already completed the database query. Editing Features Overview The following table is an overview of the editing features for data input and querying screens. Operation Move the cursor left or right Move the cursor up or down a line Move the cursor to the end of the input field Move the cursor to the first position of the input field Select text with the mouse Select text using the keyboard Delete selected text, or delete text on the right side of the cursor position Delete text on the left side of the cursor position Cut selected text. Copy selected text to the clipboard Insert text from the clipboard Action Press or (left or right) arrow key. Press or (up or down) arrow key. Press the End key. Press the Home key. Click on an input to select the entire field. Click and drag the mouse to select text in a field. Move the cursor to the start of the desired text. Press the Shift key while moving the cursor to the end of the desired text, using the arrow keys,,, or. Press the Delete key. Press the Backspace key. Select Edit > Cut from toolbar or press Ctrl+X. Select Edit > Copy from toolbar or press Ctrl+C. Select Edit > Paste from toolbar or press Ctrl+P. 36 SmartPlant Materials User Interface Basics

37 Screen Handling Editor Window When you need to enter a lot of text into an input field, use the Editor window to view the text. There are three ways to open the Editor window: Click the (Edit Field) icon on the toolbar. Select the Edit > Edit Field command from the main menu. Press Ctrl+E on the keyboard. The Editor window of the SmartPlant Materials screen opens for the user to edit the text. Click Search to use the search and replace functionality of the Editor window. In the Search/Replace window, you can enter a search string in the Search for field and click the Search button to find occurrences of the string in the text. If you want to replace terms in a text with other terms, fill the Search for field with the string to be searched for and Replace with field with the string that should replace the found text, and click the Replace or Replace All button to change the text. The Cancel button closes the Search/Replace window. Click OK in the Editor window to move the edited text to the input field, or click Cancel to close the Editor window. SmartPlant Materials User Interface Basics 37

38 Screen Handling List of Values Use the List of Values (LOV) to display the database values that are available for a field. Click a value in the list to select it for the field, or click Cancel to dismiss the list. Use Find to reduce the amount of the displayed data. In date fields, the List of Values displays a calendar. Click a date to copy it into the input field. The LOV is available for the most important input fields in most SmartPlant Materials screens. The List of Values message in the status line and the active LOV button in the toolbar indicate an existing list of values for the input field. With the cursor in an input field, there are three ways to call an LOV: Click the (List of Values) button on the toolbar. Select the Edit > List of Values command from the main menu. Press the F9 function key. 38 SmartPlant Materials User Interface Basics

39 Screen Handling For example, entering the string %NPS% in the Find field yields the result below. Be aware that both columns of the LOV will be searched. LOV Command Action Scroll bar Double-click a value Limits the displayed list of values to the value entered in the Find field. Use the wildcard _ (underscore) for a single character and % (percent sign) for a multiple character placeholder. Click a value from the list to select it as the active value. Clicking the OK button copies the selected value into the input field and closes the LOV window. Exits the LOV window without selecting anything. Moves the displayed list up or down in the window. Copies the selected value into the input field and closes the LOV window. and arrow keys Scroll through the displayed values to select one for input. SmartPlant Materials User Interface Basics 39

40 Screen Handling 40 SmartPlant Materials User Interface Basics

41 Core Workflow Screens This section is intended for experienced users or administrators, as it requires adequate knowledge of the SmartPlant Materials screen functionality to change their configuration. The core workflow screens in SmartPlant Materials are configurable with regard to fields (display, size, sort order, and distance). They are characterized by a set of features that are described in detail in this section. You can identify the core workflow screens by means of the Drag and Drop check box, the Order By button, the Ordered by field, and a few more features. For example, the SmartPlant Materials screens listed below are core workflow screens. B Adv. Maintain BOM D Attachments P Suppliers/Subcontractors P Requisition Workload P Inquiries P Agreements P Maintain Agreements P Expediter Workload P Expediting Details R Maintain Requisitions S Specification Management SM Subcontractor Workload Configurations The multi-record display is freely configurable to a high degree. This includes not only the number and order sequence of the fields but also their display width and the distance between fields. Please note that these features are only fully available if the No Config Change indicator has not been set for the active role on the A Roles/Menus screen. When entering the screen, if no favorite configuration can be found, all available fields except for attributes and CIP fields are displayed. If the offered design does not suit you, you can modify it and thus create your own favorite configuration. Alternatively, you can select an existing configuration from the dropdown list on the right on the toolbar. SmartPlant Materials User Interface Basics 41

42 Core Workflow Screens The dropdown list to the right of the toolbar shows the configuration that is currently used for displaying data. If no value is displayed when opening the screen, you have not selected any configuration so far and all available fields are displayed. When you open the dropdown list by clicking the, it shows the available configurations for the active screen. Selecting any configuration from the list will change the screen layout according to this configuration. If this dropdown list is empty, no configurations have been created so far for this screen. If any configuration for the active screen is assigned to the role that you have used for the login, the dropdown list is restricted to these configurations. When changing the layout within this screen, this will create a new configuration and automatically add this configuration to this list and set it as your new favorite. A complete description of how to create a new configuration within this screen can be found in the help on the screen level. When double-clicking on this dropdown list field, the A Configurations screen will be called for the current configuration. The fields that are displayed when the screen is opened and the fields that are available for adding to a configuration depend on the use of configurations in your company. Configurations can be assigned to user roles, but this is just an option. If any configurations have been assigned to a role, the availability of fields is limited to the fields that are covered by these configurations. If no configuration is assigned to the user s role, all the fields of the screen are available for the user. This concept has been implemented to prevent any user from having access to sensitive or confidential data such as prices or ratings. To check whether the use of configurations has been restricted, you can use A Roles/Menus or A Configurations screen, Show Assignments button. Please note that each time that you modify the current configuration by adding or (re)moving fields or setting the column spacing or width, a new configuration is created and saved as your favorite one. The current old configuration will not be changed because there might be other users working with this configuration who do not want the modifications you are applying. Instead of making the changes on the core workflow screen, you can use the A Configurations screen to create and maintain the configurations. 42 SmartPlant Materials User Interface Basics

43 Core Workflow Screens Favorite Configuration The system automatically stores the latest selected configuration for a screen as the favorite configuration for the logged in user and the active project/discipline. Whenever the user opens a screen, it opens with the user s favorite configuration. Whenever a core workflow screen is opened, the system checks whether the current user has already called this screen with the current role in the current project and discipline, and if he has defined a favorite configuration. If so, this configuration will be used for displaying the fields. If no favorite configuration can be found, the system checks whether it can find a favorite for the current user, role and project, disregarding the discipline. If again no favorite can be found, the system looks for a favorite in any project for the current user and role. If no favorite can be found, all available fields apart from CIP fields will be displayed. If the role prohibits the creation or change of configurations and exactly one configuration has been assigned to the user's role, this configuration is automatically used and shown. If a configuration has been marked as the default for this screen on A Roles/Menus, this one is used when no favorite configuration has been selected so far. Example: The configuration DOE_001 assigned to the role on A and marked as default is automatically used on the P screen. Furthermore, the list of available configurations is restricted to the configurations assigned to the role. SmartPlant Materials User Interface Basics 43

44 Core Workflow Screens Pop-up Menu To change the screen layout, click into the field you want to modify and open the pop-up menu with a right mouse-click. This menu is available for each field. The displayed menu items depend on the kind of field the cursor is positioned on. These items are available for all fields: Add field Set column spacing Multi configuration Order by this field ascending Order by this field descending Any changes in the screen layout will automatically create a new configuration. The name of the configuration is built with the user name followed by the _ character and a sequential number. 44 SmartPlant Materials User Interface Basics

45 Core Workflow Screens Add field When you select Add field from the menu, a list of values appears that allows you to select one of the fields that are available for this screen but are not displayed at the moment. After selecting a field from the list, it is added to the screen and displayed next to the field where you have invoked the pop-up menu. SmartPlant Materials User Interface Basics 45

46 Core Workflow Screens After selecting an attribute field from the list, window 5 will open to allow you to select an attribute from the A LOV to assign to the attribute field. To open the LOV, click the LOV button on the toolbar or use the F9 function key. After selecting the attribute from the LOV, click the Add Field button to add the attribute to the configuration. Double-clicking in the attribute field will open the A Attached Attributes screen. 46 SmartPlant Materials User Interface Basics

47 Core Workflow Screens When you select a CIP field from the list, window 6 will open to allow you to select a function from the M_PCK_CONFIG_CUSTOM package. To open the LOV, click the LOV button on the toolbar or use the F9 function key. After selecting the function from the LOV, click the Add Field button to add the CIP to the configuration. The field will display the result of the assigned function. SmartPlant Materials User Interface Basics 47

48 Core Workflow Screens Set column spacing Set column spacing influences the distance between the individual fields. Setting the column spacing to 0 (the default value) results in a look and feel like that from spreadsheets. When you select Set column spacing from the menu list, window 7 will open to allow you to enter a new value for the distance between the displayed screen fields. Click the Set Column Spacing button to save the change and to show the screen with the new layout. This is the result: 48 SmartPlant Materials User Interface Basics

49 Core Workflow Screens Multi configuration The Multi configuration option allows you to compose a new configuration or update an existing one by performing several steps at one time. You can add or remove fields from your current configuration, change the display order, set the column spacing, and specify a name for your new configuration. When you select the Multi configuration option, it will open the A Multi Configuration screen. You can compose your configuration for all configurable blocks of the calling screen, not only for the block you were in when calling this screen. Please note that opening this screen may take some time depending on the number of blocks and fields that are freely configurable. Also, selecting a field requires some time if the number of fields is quite large. Please keep also in mind that due to an Oracle forms restriction the number of records that can be displayed at a time is limited to 255. This means that in case of more than 255 configurable fields, you must set the focus on the last field displayed and it will automatically fetch the next (up to) 255 fields. If you place the cursor on a field and more than 255 fields exist, the field may be displayed as the first one although it is not really the first one; the others are just not displayed. For more details about Multi Configuration, refer to the online help of the A Multi Configurations screen. SmartPlant Materials User Interface Basics 49

50 Core Workflow Screens Order by this field For the Order by this field ascending and Order by this field descending options, refer to Order By (on page 54). Remove field Fields that are not mandatory for this screen can be removed from the configuration. The pop-up menu of these fields contains the additional item Remove field. Move to/remove from scroll area Fields that can be displayed either in the non-scrollable or in the scrollable area of a screen can be moved from one area to the other by selecting Move to scroll area or Remove from scroll area respectively from the pop-up menu. 50 SmartPlant Materials User Interface Basics

51 Core Workflow Screens Populate A few fields provide the Populate downwards command on the right-click menu to ease the input of new data. This function will copy the value of the current field to all fields/records underneath. Screens with a matrix view like the Checklists tab on P Commercial Evaluation additionally provide the Populate sidewards and Populate downwards and sidewards options. This allows you to copy the value of the current field to all appropriate fields to the side and (when selecting downwards and sidewards) to all records underneath. SmartPlant Materials User Interface Basics 51

52 Core Workflow Screens This would be the result when selecting Populate downwards and sidewards in the example above: Global update Another feature that helps with data input is Global update on the right-click menu. This function will copy the value of the current field to all fields/records of the current block. Like Populate downwards, this feature is only available for dedicated fields. 52 SmartPlant Materials User Interface Basics

53 Core Workflow Screens Drag and drop To avoid a constant and unintended new design of the screen, the following two features are only available if Drag and Drop has been marked. To change the display width of a field, you set the focus on the field, press down the left mouse button, keep it pressed, move the mouse to the right or the left depending on whether you want to enlarge or to shorten the field, and let off the mouse button. To support this feature visually, the cursor changes its display to a horizontal arrow with arrowheads on both sides if it is located near the end of the field. This feature is available at any point within the field even if the cursor layout is not changed. To change the field display order, you can move fields. Set the focus on a field, press the left mouse button, keep it pressed, move the mouse to the left beyond the limits of the current field, and let off the mouse button. This shifts the current field behind the field where you have let off the mouse button. Moving fields with drag and drop only works within the non-scrollable area or within the scrollable area. To move an item from a non-scrollable to a scrollable area, or vice versa, use the pop-up menu as described above. Moving fields with drag and drop does not work with moving the mouse to the right. Thus, you can only enlarge the width of a field. SmartPlant Materials User Interface Basics 53

54 Core Workflow Screens Order By The core workflow screens allow you to adjust the order of the displayed records according to the user s preferences. Click the Order By button to open a list of values window displaying all the fields on the current screen. Select a field from the list to be the first sort key and acknowledge with OK. If you want to add more sort criteria, repeat these steps; otherwise, close the list by clicking the Cancel button. 54 SmartPlant Materials User Interface Basics

55 Core Workflow Screens The new sort order will be displayed in the Ordered by field, and the data will be arranged according to the defined sort order. Another way to change the sort order of the displayed data is to right-click any field and then select the Order by this field ascending or Order by this field descending options. SmartPlant Materials User Interface Basics 55

56 Core Workflow Screens Adding Basic Data Another feature of the core workflow screens is the direct input of basic data, which is usually maintained on separate setup screens. On a core workflow screen, all fields with an available LOV and where the values of the LOV have been defined on a setup screen provide this feature. When entering new data in these fields, you can either use the LOV to select existing pre-defined values from the list, or you can manually enter the value in the field. The system checks whether the entered value was already defined on the setup screen or not. If it s a new value, a message appears: You have entered an unknown value. Do you wish to continue?. When you acknowledge this message with Yes and then save the record, the system will automatically add the new value to the setup screen. Your access rights given by the assigned role determine whether you are allowed to create new values or just to select existing values from the LOV. If the role allows you to add new records on the setup screen, you can also add the new values on the core workflow screen. 56 SmartPlant Materials User Interface Basics

57 Valid Settings This section describes the valid settings in SmartPlant Materials, including project defaults, DBA settings, privileges, and product documentation. On each screen in SmartPlant Materials, you can check the valid settings that are relevant for this particular screen. Use the Valid Settings button on the toolbar to call the Valid Settings screen. This screen shows all project defaults, DBA settings, privileges, CIPs, and visual attributes that are assigned to the current form. In addition, all documentation associated with the form is listed and can be directly accessed from this screen. Finally, the related release notes are displayed to give you a quick overview of all changes relevant for this module. All these settings are usually done by the administrator. The user will just have read-only access to the valid settings screen. The meaning of the project defaults, DBA settings, privileges, CIPs, and visual attributes is described in detail in the corresponding documentation. For a basic understanding, find a brief statement below. Project Defaults In many areas of SmartPlant Materials, the workflows and the system behavior are controlled by parameter defaults for projects. These settings are project-specific and do not impact other projects. DBA Settings These are global settings and preferences that control the general behavior and processing of SmartPlant Materials, independent of the login project or product group. Privileges Certain actions in SmartPlant Materials require a granted privilege to allow users to perform these actions. For example, approval of a requisition can only be done by users with the privilege ER approval granted. CIPs Customer-installed procedures or functions provided with custom packages. CIPs can be customized to integrate your own logic for specific procedures. This requires consolidated knowledge of the corresponding SmartPlant Materials functionality and programming skills. VAs - Visual attributes can be defined to visualize the change of values/conditions by highlighting fields with a colored background. SmartPlant Materials User Interface Basics 57

58 Valid Settings Project Defaults The Project Defaults tab lists the project defaults that are relevant for the screen from which it is called, with their description, settings, value description and default value. If you have the permission to enter or change project defaults on A.20.12/.13, you can update these values here on A as well. When this screen is called, it shows the current settings of the project defaults. Double-clicking the value or using the LOV icon or F9 opens the List of Values, wherever available. When a value is changed and the A screen is closed, you are prompted to specify if changes should be made for the project or discipline. To be sure that the changes are in effect, the screen from which A was called must be closed and re-opened. DBA Settings The DBA Settings tab shows all DBA settings that are relevant for the screen from which it was called, with their setting values. Users who are authorized to change the DBA settings on A can update these values here on A as well. 58 SmartPlant Materials User Interface Basics

59 Valid Settings Privileges The Privileges tab shows all privileges used in the current form and whether they are assigned to the logged in user. CIPs Only users who are allowed to grant and revoke privileges can directly change the assignments here on the Valid Settings screen as well. The CIPs tab shows all custom packages assigned to the module. The functions and procedures can be used for customizations, which means that you can implement your own logic. This is a read-only folder, the data cannot be changed. SmartPlant Materials User Interface Basics 59

60 Valid Settings VAs The VAs tab shows the visual attribute rules that are defined for the current form on A The displayed rules will only be active when project default ZX_VISUAL is set to Yes. This is a read-only folder; the data cannot be changed. Product Documentation The Product Documentation tab provides a list of all documents that are related to the current form. The listed documents are either part of the Printable Guides or were released with an enhancement of the screen as part of a Service Pack. The title of the document is displayed in the Comment field and the file name in the Document Name field. The Document Type indicates if it s a Printable Guide or Released Document. The user can open all the documents listed in this screen by simply double-clicking the document name. 60 SmartPlant Materials User Interface Basics

61 Valid Settings Reference Entries All release notes of the most recent and previous service packs, and relevant for the form, are listed on the Reference Entries tab. The records are sorted by version, with the most recent on top. The release note itself can be read in the Comments field. You can use the Type or Version field to search for the release notes of a specific version or type, such as all change requests. If a document was provided with the release note, you can open it by double-clicking in the Document Name field. SmartPlant Materials User Interface Basics 61

62 Valid Settings 62 SmartPlant Materials User Interface Basics

63 Online Help This section describes the SmartPlant Materials Online Help. It describes the structure and the context sensitivity of the online help, how to access the help, how to navigate within the help, and how to search. The online help is context-sensitive to user actions and is available at all times and for all screens. The SmartPlant Materials online help is organized by screen, window, block, and fields. This organization allows the help text to be context-sensitive. The help is provided in HTML format and is stored in the web_help folder. To call the online help for the active screen, use the question mark button to the right of the toolbar. The online help opens to the text describing the field from which the help was called. In the example displayed above, the cursor was positioned in the Originator field of R when the online help was called. The picture below shows the result. This demonstrates the context-sensitivity of the online help. The online help of all forms is structured in the same way. It is organized by screen, window, block, and field. At the top of each page, you ll find a general introduction about the intended purpose of the screen. This introduction describes the functions and prerequisites like privileges, settings, or configurations, if required for the screen. SmartPlant Materials User Interface Basics 63

64 Online Help All the fields on the screen are listed in sequential order, with the field names in bold and detailed description of the functions and properties of the field. Navigation Search In the upper right corner of each help page, you ll find the forward and backward buttons. With the use of these buttons, you can navigate through all the pages of the current screen online help. Using the scrollbar on the right side, you can scroll up or down the current page. Or, use the arrow up/down keys, Page Up/Down, Home, and End to navigate on the page. To search for a term within the active window, use the Ctrl+F keys to open the search window, enter the search criteria, and click Next to jump to the first occurrence of the search term. Clicking Next again searches for further occurrences within the displayed text. Using the Back button, you can move to the start page of the current screen help. When scrolling down this page, you can find a list of associated forms below the general introduction section. All the screens with a relation to the current screen are listed with a link that can be used to directly call the help of those screens without leaving the current help or screen. 64 SmartPlant Materials User Interface Basics

65 Online Help Scrolling down further, you will find a list of all windows and tabs for the current form. They also come with links to directly open the corresponding help. This allows you to easily navigate within the help pages of a form. To go back to the calling page, use the browser s Back button. To navigate within a topic, use the buttons at the top of the help page. SmartPlant Materials User Interface Basics 65

66 Online Help 66 SmartPlant Materials User Interface Basics

67 Printable Guides The Printable Guides is a library of documents that describe the functionality of SmartPlant Materials and Reference Data. To access this library, click Help > Printable Guides. Another way is to open documents related to a specific screen or module directly from that screen. This method is described in Valid Settings (on page 57). The Printable Guides are organized in categories: New Features Release Bulletin and Release Notes, describing the new features. Installation Guidelines for the Installation, Migration and Service Pack upgrades. Administration - General introduction and manuals explaining how to set up SmartPlant Materials. Integration - All integration-related documentation. SmartPlant Materials - This section is arranged in sub-categories reflecting the SmartPlant Materials modules. SmartPlant Reference Data This category contains documents for the classic application and for the new SPRD Plus application. Discoverer - Documents describing the Discoverer. All documents are clearly arranged and listed with their titles only. SmartPlant Materials User Interface Basics 67

68 Printable Guides If you are not yet familiar with the documents, you might want to see some more information about their content. For this purpose, use the Display Document Descriptions option on the upper part of the page. When you click this option, the page shows brief descriptions for each document to help you navigate through the library. This additional information makes the search for a particular document easier. To open a user's guide, move the cursor to the document title. The cursor style will change to a pointer. Click the title to open the document. 68 SmartPlant Materials User Interface Basics

69 Printable Guides To search through all the documents in the library, you can use the integrated search functionality by clicking the SPMATDOCINDEX.pdx link in the second paragraph. After starting the index, enter the term you want to search for. Adobe Acrobat will find all occurrences of that term in any of the documents within the library. Selecting one of the search results will automatically open the corresponding document at the page where the term was found, displaying the highlighted term. SmartPlant Materials User Interface Basics 69

70 Printable Guides 70 SmartPlant Materials User Interface Basics

71 Reports Reports can be used to format and print out database information for a project or product group. Reports have a header and footer that contain project data, dates, page numbers, and pre-defined text. Users can output reports on the screen, to a printer, or to a file. The letter R in the third position of a menu item identifies a report. Generating a Report 1. Start a report from the menu tree view. 2. Enter the report parameters on the A Start Reports screen. Set the Run Options and Run Parameter options for the report. See below for descriptions of the options. SmartPlant Materials User Interface Basics 71