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How to Create Sheet Issues/Revisions



Sheet Issues or Revisions allow users to highlight areas within their model that require modification or need attention after a design change. Revision information is used to communicate the latest changes in a document so the most current version can be identified easily. This walk through will explain how to create different types of Issues/Revisions.


In this walk through, Three issues will be used to show the different options available.


1. To create a revision, you can:

a. Click on the View tab, and select Revisions from the Sheet Composition panel.


b. Click on the manage tab, Additional Settings button and select the 'Sheet Issues/Revisions' button from within the list.


Once activated, the Sheet Issues/Revisions dialogue box will show.


Note: At the top of the dialogue box you will notice a row of headings starting with the heading 'sequence'. (The sequence number will show the number of issues.) Beneath the headings there is an existing row by default. Modify the information under each heading using the corresponding box beneath it.

2. Choose how you will label your revisions under the 'Numbering' heading. You can choose; 'Alphanumeric' (A, B, C…), 'Numeric' (1, 2, 3…) or 'none'.

3. Specify the revision date. (The date the revision was made)

4. Under the 'Description' heading, add a short description of the issue or revision.

5. The 'Issued' check box should only be checked if the revision has been issued. c (If the box is checked, you will not be able to edit the revision).

6. Under the 'Issued To' heading, specify who the issue is being sent to.

7. Using initials specify who has made the revision change under the 'Issued by' heading.

8. Under the 'Show' heading, control how the revision will be displayed by selecting:

a. Cloud and Tag (display a revision cloud and tag. You must highlight the revised area on the sheet)

b. Tag (display a tag to mark the revised area on the sheet)

c. None (no cloud or tag will be displayed but the revision will show in the schedule)

9. Add more Issues, by clicking the 'Add' button. This will add a new row for another separate issue.


Note: The default revision setup is numeric numbering with cloud and tag display.


Note: Follow steps 2 – 8 to set the values for additional revisions.


Revision with 'Alphanumeric' numbering and 'Tag' display.

10. Set the numbering value to 'Alphanumeric'.



11. Set the 'Show' value to 'Tag'.



Note: Once you have more than one row available, you can remove any unwanted revisions by clicking the 'Delete' button.




Revision without 'Numbering' and no 'Show' display.


12. First, add another revision to the project by clicking the 'Add' button.



13. Set the numbering value to None.



14. Change the show value to 'None'.



15. To control whether revisions are numbered by sheet or by project you can toggle the setting under the 'Numbering' heading on the right of the dialogue box.



This will allow you to either, update all sheets with the latest revision number, or give each sheet its own revision number based on individual changes.

16. Adjust the revision order using the 'Move Up' and 'Move Down' buttons under the 'Row' heading.


Note: If the revision is located at the top of the list, it can only be moved down. If it is at the bottom of the list, it can only move up.



17. Merge revisions together using:

a. 'Merge Up' button to merge with previous

b. 'Merge Down' button to merge with the next revision in the list.

This will combine two revisions to form one revision. Useful when you have older revision schedule entries that you want to consolidate.



18. Make adjustments to the 'Numbering' options using the 'Numeric' and 'Alphanumeric' buttons beneath the 'Numbering options' heading.


Note: Both buttons will open up the 'Customize Numbering Options' dialogue box in the corresponding tab.


19. If necessary, modify how the revision will be sequenced numerically. Choose a custom number to start numbering from.


Add a Suffix or a Prefix where you need a constant value at the start or end of your numbering sequences.


20. Modify how the revision will be sequenced alphanumerically.


Again you can add a Suffix or a Prefix where you need a constant value at the start or end of your revision sequences.


Note: You can toggle between numeric and alphanumeric options by using the tabs in the dialogue box.



21. Enter a value to define the arc length used for revision clouds by defining the value beneath the 'Arc length' heading.


Note: The arc length will use the project units to define the size of the arc.


22. Once you have defined all the values for your revision click:

a. 'OK' to accept all changes and close the dialogue box.

b. 'Cancel' to discard changes.

c. 'Apply' to update any changes you have made since the previous settings and still remain in the dialogue box.


You have now created the revisions that can be displayed in your project!

Want to know how to show revisions in your project and revision schedule?

See How to Apply Revisions (Coming Soon!)

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