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Module Customization for Drawing Log

1. Client and Project Tabs
1. 1.1. General
2. 1.2. Attributes
3. 1.3. View Options

Module customization enables you to set defaults and set up workflow routing, where applicable, for the Drawing Log business processes. There are two types of defaults:

Client level defaults are set in MaintenanceData MaintenanceModule Customization.
Project level defaults are set by selecting the Customize button within the Module.

Available customization choices at the Project level are similar to the Client level, with a few exceptions.

Client and Project Tabs

General

Establish the numbering format for your Drawings.

Attributes

Establish default Drawing Log attributes as described in the following table

Attribute	Description
Date Received	Defines a default value for the date on which the document was received. Example: Current Date
Date Sent	Defines a default value for the date on which the document was sent. Example: Current Date - 1
Description	Defines a default value for the description.
Discipline	Defines a default value for the Drawing discipline. Example: Design
Display Full Text in Log Fields	Displays the full text of the Title on the log. If you select this attribute, 255 character text fields will display the full text, with text wrapping as required. If you do not select this attribute, 255 character text fields will display only the first 47 characters, followed by ellipses (...). and the full text will display as a tool tip when the mouse hovers over the field.
Drawing Date	Defines a default value for the date on which the drawing was created. Example: Current Date
Issue Set	Defines a default name for the Issue Set of Drawings. Example: 25% Set.
Issued By	Defines a default company that issued the Drawing Set.
Notes	Defines a default text to be displayed in the Notes field.
Notification	Defines selected contacts to be automatically notified of the Drawing.
Other Ref No.	Establishes a default value for the Other Ref. section of the RFI. This can serve as an alternate tracking purpose.
Percent Complete	Defines a default for the completion of the drawing. (in percent)
Revision No.	Defines a default for the Revision Number.
Send Wizard Subject	Defines the default value of the Send Wizard Subject when sending a single document. This attribute can be set at the client level or at the project level. Module-specific tokens are provided for data such as the document number, subject, status, etc. For example, to have the Send Wizard subject for an RFI default to the RFI number, status and project like this: RFI 00052 is Pending for Project 08-1325 - Medical Center Expansion You would enter the following: [DocTypeAbbv] [DocNo] is [RFIStatus] for Project [ProjectNum] - [Project Name] The Custom Send Wizard Subject will not be used when sending from a multi edit page where you have selected more than one document. When sending multiple documents, the current Constructware default value will be used.
Status	Defines a list to choose the status of the Drawing. Example: Draft
Title	Defines a default value for the title of the Drawing.
Type	Defines a default value for the Drawing type.

View Options

Establish whether to display Standard Options (such as, Comments, Distribution and Linked Documents) as well as Header Options (such as, Fax and Phone numbers) on the printed Drawing document. In addition, if your company is using custom fields, you can set the View Options to View All or Hide All custom fields.

Constructware