Drawing Header Search

Overview:  The Drawing Header holds the organization in CMMS for all details and items on a drawing.  

Topics:

1) Drawing Header Search

2) Edit Drawing Header

3) Delete Drawing Header

4) Add Detail to Drawing Header

5) Add Items to Drawing

6) View Drawing

Process:

1) Drawing Header Search

1. From the CMMS Menu > Drawings > Drawing Search.

2.  Enter in all known search criteria:

1. • Drawing Number: number associated with the IFC Drawing or the IFA Drawing
     
     
     

   • Release Status: none, partial, complete

   • Charge Code: identifies an account to which a product is to be charged against

   • Area: number that identifies a locations within a project

   • Subarea: number that identifies a part of a location within a project

   • Work Package:

   • Description: a short description of the drawing

*Partial searches are allowed.  Use '%' before the value to find Drawings that contain the value anywhere in the field.

Click Search.

3. A list of search results will populate.  

1. • Drawing Number: The number assigned to drawing which is a hyperlink to the items on the drawing.

   • MTO Status: Material Take-Off Status

   • Schedule Date: Date material is scheduled to arrive from manufacturer

   • Description: Short description of drawing.

   • Functions:  Hyperlinks allow you to edit, delete, add detail, and add items to Drawing Header as well as view the drawing.

2) Edit Drawing Header

1. Click on the Edit hyperlink in the "Functions" column on the Drawing Header Search Results screen to edit the Drawing Header.

2. Make any edits to the Drawing Header and click Submit.

3) Delete Drawing Header

1. Click on the Delete hyperlink in the "Functions" column on the Drawing Header Search Results screen to delete the Drawing Header and all items contained within the drawing.

2. Click Confirm or Cancel.

4) Add Detail to a Drawing Header

1. Click on the Add Detail hyperlink in the "Functions" column on the Drawing Header Search Results screen to add details already created in the project to this specific drawing.  

2. All current Details on the Drawing will be visible.  Click the Add Detail to Drawing hyperlink.

3. Enter any known search criteria and click search.

4. Select the check box of one or more details to add to the drawing.  (to select all details: click the "All" column title hyperlink)

1. • Select All: select checkbox

   • Type: add or subtract

   • Revision: yes or no

   • Revision #: type in revision number

   • Quantity: the number of time the specific detail appears on the drawing you are adding to the system.

   • Detail Number: hyperlink allows you to view all items associated with the drawing detail.

   • Detail Status: Status of Detail; A/Y Active. I/N Inactive

   • Detail Description: short description of detail

1. • Submit: will submit changes.

   • Reset:  to clear the fields back to the default.

Click Submit to generate.

5. Refresh the screen to see added details.

5) Add Items to Drawing

See Add Item to a Drawing

6) View Drawing

1. Click on the View icon in the "Functions" column on the Drawing Header Search Results screen to view the drawing.

2. The drawing should pop up in another window.