Release your document

All change forms provide control information about documents, but only an executing change form (for example, a Change Notice or CN) has a permanent effect on the document record. This executing change form, when it is approved, updates all pending items according to the rules of the change form.

In other words, you released or cancel document iterations by specifying the affected items on the executing change form. Then, after all groups have approved the change, PDXpert updates the items on the Affected list.

An advisory change form, like a Change Request (CR), does not update a document iteration's release state. It tells why the document should change in a later executing change.

To release an unreleased document iteration, use the following general procedure.

  1. Start a new executing change form, such as a Change Notice. Or, use an existing change form that's at Originated state.

  2. Drag the document that you want to release from the Item Explorer Search or Recent list to the change form's Affected list. The pending iteration is shown with Cancel icon (change releases iteration). If the item has a released iteration, then it's usually canceled on the same change form, and is shown with Cancel icon (change cancels iteration).

    Pending child items on the document's References: Markup list – if not on another change form – are automatically added to the change form's Affected list.

    If the document record has been edited, save or close it before adding it to the Affected list.

  3. Submit or route the change form for review, approval, and release. See the Processing a change help topic.


Help Guide Contents [as PDF]