Tag documents already in Aconex for inclusion in Handover Manuals
How you tag your documents depends on what product you're preparing the documents for
Tag your documents with Discipline and Document Type.
Smart Manual or Dynamic Manual
Tag your documents with Discipline, Document Type and Asset references.
Find out more about Asset references.
For example, imagine a building where 3 air-conditioning units of the same make and model are being installed. The operating instructions document for the air-conditioning units should be uploaded with asset numbers such as ACU-01, ACU-02 and ACU-03 recorded against it (from a multi-select field containing the list of all asset numbers).
2. Select Supersede Document.
- This step depends on how you or the Project Administrator configured your document register. In most cases you'll either:
- Select Handover from the Status dropdown, or
- Click Handover Doc checkbox.
If you're not sure of the mechanism you need to use, contact your Project Administrator.
- Update Discipline.
- Update Document Type.
- If you're preparing your documents for a Smart Manual or Dynamic Manual update the Asset Reference.
- Click Supersede Document.