When a SI/SSI has been through its final checks and is either Made, or ready to be Made, it may be necessary to confirm to colleagues which document version should be processed and/or submitted to TNA.
The correct version can be highlighted in several ways:
Made SI/SSIs
Create a zip file, including a PDF and XML file of the Made SI/SSI with the final preface dates and signature blocks inserted.
Email the zip file to the team that will submit the SI/SSI to TNA for registration and publishing.
SI/SSIs to be Made
Go to the SI/SSIs project tab.
The document version required will saved be on the left hand side of the tab in a green tile or rectangle. The green tile will be in a top level white folder, for example ‘Processing’ below:
Go to the green tile including the version to be Made. In the example above, this is in the ‘POE’ white container (POE for Pair of Eyes Check), labelled ‘1st draft’.
On the left side of tile is a black triangle. Select the triangle and a list of document versions and snapshots will appear.
Go to the version to be Made. From its Actions' menu select Create a duplicate
Give the duplicate a name, the example above is ‘Duplicate version for processing'.
Save the 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.
Select the edit icon on the right of the duplicate to be processed.
The document’s Editor screen will open.
Copy and paste the link at the top of the Editor screen into an email.
Add the SI/SSI’s title, and the labels of the duplicate to be processed (here ‘Duplicate version for processing’) and its container ('Processing') to the email and send to the processing team.
Check that the document version to be Made is clear to recipients.
Related information
Submitting an SI or SSI to TNA