Transferring the Technical Documents of a Procurement/Contract Package to SMat

 
Transferring the Technical Documents of a Procurement/Contract Package to SMat
1

Select Package

1. Select Package
  • On the main SPF page, select the Work Packages tile.
  • Select the relevant package register.
2

Actions Menu

2. Actions Menu
Select the Actions Menu of your target package to view available options.
Note: Actions should be against the parent package, not against the technical package.
3

Push to Req for Inquiry or Purchase

3. Push to Req for Inquiry or Purchase
Click one of the following options:
  • Push To Req for Inquiry
  • Push To Req for Purchase
4

Optional: Filter

4. Optional: Filter
Start typing the document number into the Filter... box to display a filtered list.
Important: The files of the latest current revision will be selected by default provided they are of type PDF or Excel.  The files of other types will also be returned, but deselected.  Otherwise, if there is no current revision, the document will return any files of the working revision deselected.
5

Optional: VERIFY

5. Optional: VERIFY
You can opt to VERIFY  whether the selected package already exists in SMat.  If the package is found in SMat, the column In SMat will be populated with black checkmarks for every file. A future development will verify if each file exists in SMat, but at this point only the package is being confirmed.
6

Send Files

6. Send Files
Click SEND.
Result: The column In SMat field gets populated with a green checkmark to denote a successful transfer of the file(s). Any errors will be marked with a red "X" and a pop-up box will provide a description of the issue.  Users are encouraged to try the command again before logging a ticket about the problem.
 
For more information on the user interface, see Enhanced User Interface for Efficiency.