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SI/SSIs to be published

  1. This section applies to final Made or Draft SI/SSIs.

  2. Ensure the document version to be published is completely final and error free, with no more updates required for registration and publishing.

  3. Go to the SI/SSIs project tab.

  4. Go to the Actions' menu of the document version to be published , select ‘Generate PDF’. and select Generate PDF

  5. Close the PDF and on the project Project page go to the latest most recent PDF listed under the required version.

  6. Create Select Download a zip file from the PDF’s Actions' menu. The zip file should automatically may be saved automatically to your Downloads folder. The zip should include a PDF and XML file of the required version.

  7. Email the zip file to the team that will submit the SI/SSI to TNA for registration and publishing.

SI/SSIs to be Made and/or published

  1. This section applies to SI/SSIs which need to be Made, in addition to Draft SI/SSIs not provided to the processing team in a zip file (see above).

  2. Go to the SI/SSIs project Project tab.

  3. The document version required will saved be on the left hand side of the tab in a green rectangle or tile. The green tile will be in a top level white container. In the image below the while white containers are labelled: Drafting, POE and Processing.

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  1. Go to the green tile including the version to be published. In the example above, this is in the ‘POE’ white container (POE for Pair of Eyes Check) and is labelled ‘1st draft’.

  2. On the left side of 1st draft green tile is a black triangle. Select the triangle and a list of grey document versions and snapshots will appear.

  3. Go to the version to be published. From its Actions' menu select Create a duplicate Duplicate version

  4. Give the new duplicate version a name, the example above is ‘Duplicate version for processing'.

  5. Save the duplicate version in its own white container labelled ‘Processing’ or similar. When naming containers and specific document versions follow any naming conventions your organisation may use.

  6. The duplicated version is automatically listed under the 1st draft, labelled ‘Duplicated’

  7. The duplicate labelled ‘Duplicate version for processing', in its own white container, is ready for the processing team to work on. Selecting the duplicate version's edit icon will open that version’s the Editor screen for any updates.

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  1. Back on the SI/SSIs Project page, copy and paste the link at the top of the Project page into an email.

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