How to Migrate Drawing Documentation (Closeout)

Click on the document icon, drag and drop it into the appropriate Vault.

Select the appropriate document type.

• For closeout documents, use Project-Buildings.

The Wizard will then open up for you to complete.

• Fields in bold, red text are required.
• The Wizard opens up in the Project Building tab.

• You can click on the Magnifying Glass symbol at each point to open up a list of searchable choices.

Enter the Project Source.

• This is usually already populated with the source CAPITAL.
• For closeout documents, you will use CAPTIAL

Enter the Project number

• For the NHB building the Project number is 102-259.

Enter the Site

• This is usually already populated with the site UTM UT MAIN CAMPUS.
• For the NHB building the site is UTM.

Enter the Building

• When you enter the Project number, this field will automatically populate with the building associated with the project.
  

Enter the Floor(s)

• Depending on the Project number, this list of choices will vary.
• You can also choose NA or TBD is no floor is indicated.

Click on the Classification tab

Enter the Responsible Group

• For closeout documents, choose the CLOSEOUT group

Enter the Document Class

• For Drawings, chose DRAWING

Enter the Sub Class

• For Drawings, choose the AS-BUILT class

Click on the General tab

Enter the Description

• Copy and paste the description, omitting the first part, from the Original File Name into the Description field.
  • Org. File Name: RD1 - ARCHITECTURAL - A2.18B-A - ROOF PLAN - EAST - ADDITIVE ALTERNATE # 2 - BP # 7 ( REVISED 04-22-09 ).pdf
  • Description: ROOF PLAN - EAST - ADDITIVE ALTERNATE # 2 - BP # 7 ( REVISED 04-22-09 )

Enter the Sheet Number

• The Sheet Number usually is listed in the title of the import document.
• Example: A0.10, P2.10A, A10.02A

Enter the Revision Level

• This is usually already populated with the level 0.
• You do not usually have to change this.

Enter the Security Level

• The usual Security Level for closeout documents is STANDARD.

Enter the Originator Type

• This is usually already populated with the type INTERNAL

• The other choice is the type EXTERNAL.

• If you know the vendor for the product, select EXTERNAL. You will then need to enter the Company Click on the magnifying glass symbol to open up a list of searchable choices.

Click on the Notes tab

• This is a free-form field for any additional information regarding the document.

Click on the Finish button at the bottom.