View Categories

Spec Management Guide

Create a new/revised specific

  1. From the side bar, click Specifications
  2. Click the Create a spec button for a new specification.
    • For revisions, open an existing specification and click Create a revision. Enter Reason for change and click Save. The revision will retain the same four-digit spec number with the next letter in the alphabet. All content will be copied but the assets will not be copied. All versions of the spec will appear in the Version section below Info.

Create a new/revised spec

  1. Fill in the information. All fields with an asterisk must be filled in to save the spec.
  2. Click Save.
  3. Select the Spec Owner (individual approving the spec) and the Spec Engineer (supplier creating and uploading the spec file).

Create a new/revised spec

  1. The Spec Engineer you selected will receive an email notification and a task on their Dashboard to create and upload the DXF, PDF and incoming unit load.
Note: At any time, you can check the status of a specification by clicking on the View Workflow Status from the specification record or the gear icon from the specification list view.

Create a new/revised spec

  1. The spec workflow status displays tasks that are complete in gray. Active tasks display in green.

Create a new/revised spec

  1. After the spec engineer uploads the DXF and PDF you will receive an email notification and a task on your Dashboard to approve the file. From your Dashboard, click the checkmark icon under Action.
  2. Review the DXF/PDF. Add your comments and either Approve or Reject the file. If you reject the file, an email notification and task will be sent back to the spec engineer to make the changes. If you approve the spec an email notification and task will be sent to SGS&Co to create the ABI

Create a new/revised spec

  1. Approve the ABI spec. This process is identical to approving the DXF/PDF. After SGS&Co creates and uploads the ABI spec you will receive an email notification and task to review and approve.
  2. Upload the outgoing unit load. Once you approve the ABI Spec, an email notification and task will be sent to the Logistics Warehouse team to upload the outgoing unit load.