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In InEight Document, statuses can be configured for a document. On claiming schemes in Design, these statuses are correlated with the progress of claiming steps associated with that status. When the set of claiming steps associated with the status are completed, the scope item automatically progresses to the mapped step configured in Document.
On the Claiming tab, you can claim items by selecting scope items that have a claiming state of Pending review.
Click Claim item to open the Ready to be claimed wizard to begin the claiming process for the scope item claiming steps.
In step 1 (Claim items) of the Ready to be claimed dialog box, you can view the selected scope items for claiming.
After confirming the scope item selection, click Next to go to step 2 (Claiming steps).
In step 2 (Claiming steps), you can view the steps for the scope item to be claimed. Click Save to complete claiming.
After claiming, the scope item claimed status progresses to the status set in Document and the Claiming state now shows Idle.
You can use the Sync to document option to sync data with Document.
To update or refresh Design and Document data, simply click the Sync to document icon to sync data with Document. After the sync completes, a Document sync completed message shows at the top of the page.
You must refresh the Design page for any updates to show.
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9977 N 90th Street, Suite 250 Scottsdale, AZ 85258 | 1-800-637-7496
© 2024 InEight, Inc. All Rights Reserved | Privacy Statement | Terms of Service | Cookie Policy | Do not sell/share my information