View heat documents attached to inventory items

Tekla EPM
2021
Tekla EPM Tekla EPM GO

View heat documents attached to inventory items

Use the Check Heat Documents command to view if inventory items have heat documents attached to them. You can also save or print the available heat documents, or create reports on the items that have or do not have heat documents.

  1. In the Inventory dialog box, click the Inventory ribbon tab.
  2. On the menu, select Check Heat Documents.
  3. To limit the item types whose heat documents you want to check, in the Inventory - Check Heat Documents dialog box, select a filter type in the Type list, and click Select.
  4. In the Filter dialog box, do one of the following depending on the filter type:
    1. Click the arrow buttons to move the items whose heat documents you want to view to the Included list.
    2. Type the maximum and minimum values for the items whose heat documents you want to view.
  5. Click OK.

    To further limit the item types, repeat steps 3 to 5 for all necessary filter types.

  6. Click Check Heat Documents.

    All inventory items that match the filters that you set are displayed. If an item has attached heat documents, you can see the number of the heat documents in the Docs column. If an item does not have attached heat documents, the Docs column is highlighted with red.

  7. According to your needs, do any of the following:

    To

    Do this

    Update heat document information

    • Click Refresh.

    Any new or modified information is updated.

    Add, modify, and delete heat documents in Document Index

    1. Click Open Document Index.

    Document Index opens. For more information, see Store document references for the inventory.

    Save heat documents

    1. Do one of the following:

      • To only save particular heat documents, click the item whose documents you want to save, and click Save Documents > Save Documents - Selected.

      • To save all available heat documents, click Save Documents > Save Documents - All.

    2. In the Browse For Folder dialog box, browse to an empty folder where you want to save the heat document information.

    3. Click OK.

    A report of the heat documents opens.

    Print heat documents

    1. Do one of the following:

      • To only print particular heat documents, click the items whose documents you want to print, and click Print Documents > Print Documents - Selected.

      • To print all available heat documents, click Print Documents > Print Documents - All.

    2. In the Select Printer dialog box, click a printer to select it.

    3. Click OK.

    All or the selected heat documents are printed.

    Create reports

    1. Do one of the following:

      • To create a report only containing particular items, click the items to select them, and click Reports > Reports - Selected.

      • To create a report containing all items, click Reports > Reports - All.

    2. In the Report Selection dialog box, click the report that you want to create.

    3. Do one of the following:

      • To view the report, click View.

      • To print the report, change the number of copies by clicking the + and - buttons, and click Print.

      • To export the report, click Export, modify the export format, file name, and location, and click Export again.

  8. To close the dialog box, click the Close button (X) in the upper-right corner.
Was this helpful?
Previous
Next