Transmittals are issued on approval by document control. This is a step in the workflow. A few significant events occur as the transmittal is issued:
Document revisions on the transmittal are locked or changed to a state of current (refer to The Life Cycle of a Document)
Access to document revisions is provided to any third parties to which the information is being transmitted (refer to Organizational Control)
Document to Contract relationships are formed if relevant
Access to Document Revisions
An important significance is that if a transmittal is canceled after being issued, the revision access is NOT reverted. This needs to be performed manually. The document control function: Modify Document Access can be used to facilitate required changes.
Document to Contract relationships
On issuance of a transmittal, if a contract (or sub package to the contract) is specified, the documents will automatically be related to the corresponding technical or commercial sub package of the contract.
· The relationships are created at issuance as document control approves the transmittal
· The relationships are created to the document master objects
· The relationships are created only if an existing relationship (between the master and any component of the package) is not found
· The relationships are NOT formed for package types other than contracts; relationships are not formed for procurement or procurement sub packages.