STEP 05 OF 05
Issued for Purchase
The datasheet is now primary. Revision 1 is Issued for Purchase, and behind it sits the complete trail from the P&ID revision to the final datasheet revision.
What happens
- The datasheet becomes the source of truth once it is stamped and frozen.
- The MR schedule tracks the steps from client review through RFQ, bids, evaluation and client approval to Issue IFP.
- Each step has an owner, a duration and a flag for whether the client sees it.
- Before issue, run a squad check on the MR group: build the package, review the notice, then send it to Document Control.
- Before purchase, the Rev 0B datasheets go out for quotation and the bids are evaluated: see Issuing for quotation and Evaluating bids. A stamped PDF is optional at quotation but required at Issued for Purchase.
What the system keeps
- The full revision history, from the P&ID to the purchase revision.
- The MR schedule with planned dates.
- A change log you can hand to the client.
Try it in the demo
- MR board tab: Follow an MR package through its schedule.
- Change log tab: Trace any datasheet back through its revisions.
- Validation tab: Run the checks before you issue.
- Issue for quotation and Bid evaluation tabs: Package the 0B datasheets for vendors, then evaluate the bids.
To try this in the tracker, request access at tracker@inc.10mb.com. The project is a fictional gas plant, so edit freely.
You can: browse every tab, edit tags and datasheets, download and upload Excel files, run sign-off, freeze revisions and run the validation checks.
You cannot: reset the demo data, change the status date or the sign-off setup (administrators only), or open the WordPress admin area.
Reset: the demo reloads every night at 3:00 am Pacific, so nothing you save is kept. Please do not enter real or confidential information.