When a SI/SSI has been through its final checks and is either Made, ready to be Made, or a Draft SI/SSI, it may be necessary to confirm to processing colleagues which document version should be used for registration and publishing.
The correct version can be highlighted in several ways:
SI/SSIs to be published
This section applies to Made or Draft SI/SSIs.
Ensure the document version to be published is completely final with no more updates required for registration and publishing.
Go to the SI/SSIs project tab.
Go to the Actions' menu of the document version to be published, select ‘Generate PDF’.
Close the PDF and on the project page go to the latest PDF listed under the required version.
Create a zip file from the PDF’s Actions' menu. The zip file should automatically include a PDF and XML file of the required version.
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
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 rectangle or tile. The green tile will be in a top level white container. In the image below the while containers are labelled: Drafting, POE and Processing.
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 labelled ‘1st draft’.
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.
Go to the version to be published. From its Actions' menu select Create a duplicate
Give the duplicate version a name, the example above is ‘Duplicate version for processing'.
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. The duplicated version is automatically listed under the 1st draft, labelled ‘Duplicated’
Selecting the duplicate version's edit icon will open that version’s Editor screen for any updates.
Back on the Project page, copy and paste the link at the top of the Project page into an email.
Add the SI/SSI’s title, and the labels of the duplicate to be published (here ‘Duplicate version for processing’) and its container ('Processing') to the email and send to the processing team.
Check with email recipients that the version to be published is clear.
Related information
Submitting an SI or SSI to TNA