CMiC Field - Document Packages (Classic)

Screenshot of Document Package

Document Package; standard Treeview path: CMiC Field > Document Management > Document Packages

Document packages are sets of related individual documents grouped together to create a complete picture. For example, you may split your drawings into packages called Civil, Electrical, Mechanical, and Structural. Then as the drawings are compiled, link them to their relative packages.

All document packages have a status, e.g., Concept, Approved, Bid, Addendum Added, and Issued for Construction, as well as percent complete tracking and Author Package number, notes, and comments.

If a document package has more than 30 documents press the [Next] and [Prev] buttons to scroll forwards and backwards through the pages.

The number of records per page can be adjusted by pressing the arrow next to the [Next] button, changing the value in the Rows to Display field, and pressing the [Go] button.

Creating a Document Package

From the Document Package Log, click the [Add Document Package] button. The screenshot shown above is then displayed.

Enter the Document Package Number (if not using Document auto-numbering), Description, and Status.

Enter the General Information about the package, such as Author Package Number, Percent Complete, and Importance.

Enter any author notes or general notes that describe or enhance the understanding of the contents of the package.

To add documents to the package, click the [Add Attachment] button. The label on this button depends on the Document Package you are creating (e.g., Add Drawing, Add Audio/Video, etc.). A pop-up screen showing the documents to choose from is displayed.

The user can sort, filter, or find by any of the columns. The LOV displays all revisions of all documents of that document type. If more than one revision of the same document is selected for the package, the most recent one (by revision number) will be assigned to the package.

Select all the documents you wish to add to the package and use the arrows to move them from the ‘Available’ to the ‘Selected’ area. Use [Accept] to complete your selection.

You also have the option of creating document headers in the Detail section of this screen, by clicking the Plus icon (Image of plus icon) while in Edit mode and entering all the information for your document.

Transmitting a Document Package

In many cases, you will need to transmit a complete set of documents to one or more parties involved with the project, rather than just a single document. This is done via the Document Package screen.

  • From the Document Package Log, open the required package.

  • Press the [Transmit Package] button. Field security exists for this button (standard Treeview path: CMiC Field > Security > Role Maintenance – Programs/PM Document Package).

  • By default, all documents are marked as selected to transmit, but you may manually adjust to send only specific documents from the package.

  • Select the revision number to transmit, either the current revision or create a new revision.

  • Enter the parties being transmitted the document package. If you have multiple parties, you can select them in the Distribution area of the screen.

  • Create or queue the transmittal as desired.

Auto-numbering of Document Packages

The specification of the Document Package Mask for auto-numbering is defined in the system’s Global Tables (standard Treeview path: System > Global Tables > Maintain Data Process). On the Maintain Data Process screen, click on Document option in the process train.

From the Document Options Setup screen, select the Edit icon of the document group type for which you would like to define a mask. The selected document group type will open in Form mode. Click on the Package tab. The Package tab is used configure the defaults for document packages of this type.

From the Package tab, the fields related to Document Package Auto-numbering are:

(Pkg.) Auto. Number – flag indicating whether document package auto-numbering is to be used for the document type.

Package ID Mask – indicates what the auto-numbering mask that should be used for the document package auto-numbering of the document type. The hint line for the mask shows the special characters that can be used.

Allow Override – flag indicating whether the user can override the auto-number ID proposed for the document package when it is being created.

For more details on defining masks for a Document Group Type, please refer to Document Option Setup.