Consolidation



This is available to the Project Admin only and allows you to consolidate tables into a single document template within the system. You can then issue this into a new workflow. e.g. Select the Instrument table, select equipment class - pressure safety valves, select search. Select save as a consolidated document. 


It is now a brand new document table to issue to a new audience for entry or review. (Note, consolidated documents are managed from the consolidation register, not the standard document register).


This is useful for consolidating a number of combinations including say - all valves or rotating equipment across the entire package and issue again into a new workflow such as the Maintenance build.


A consolidated excel table can also be exported for use and entry into external systems.


Note: For a complete export of all data use the export tab on the documents page, it is far more efficient as it doesn't need to sort data fields and slow your browser speed down.