Managed and Operational Documents - Introduction

The concept of Managed Documents is to establish a set of templates that are a corporate standard. IPM doesn't provide you with these standards, however it does provide you a centralised mechanism for controlling them and adding versions of them to a job (Operational Documents) and distributing them to 3rd parties.

 

What is difference between Managed and Operational documents and how do they differ from Drawings?

With the addition of Managed and Operational documents, there are now 3 document types which IPM is designed to organise, file and distribute. Drawings have always been controlled by IPM and the recent changes to IPM added in release 6.0 facilitate the distribution of those drawings to 3rd parties. Drawings are like Managed documents in so far as they are both version controlled by the software. Drawings are like Operational documents because they are specific to a project. Managed documents can be copied to a Project (or at least their metadata is) the concept being that a managed document is downloaded and then amended for a specific project and then uploaded to that project as an operational document,.

Can I distribute Managed and Operational Documents?

All the standard IPM documents that are used for communications now support Operational and Managed Documents. The tool bars for the addition of document links has been enhanced to allow selection of Managed Documents, Operational Documents and Drawings