Site Document Type

Comments: 3 - Last Comment by Darren Mather on Oct 1, 2015   Comment Filter:
Posted on Feb 11, 2015

I'm wondering if anyone uses something other that the delivered Intergraph site document to track changes to their CAD environments.  Our team is looking at maybe OneNote and an internal calendar to track our changes as well as our availability.  Welcome any feedback, thoughts, ideas!

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RE: Site Document Type
Posted on Feb 11, 2015 in response to: Rachel Sarabia

Yes, we look after the New Zealand wide system - so have a failrly comprehensive array of change tracking mechanisms and service action request process where changesa re allocated a sequential number and date.  We schedule changes on a shared Resource calendar, and usually supplement the supplied change documentation with details of local customisations and in-cycle fixes. Making use of categories for different types of changes is handy to differentiate e.g. a Map roll forma  product fix. We also have issue tracking solutions in place so we can internally mark an issue as fixed by a particular update or change.

Changes are raised with rollback steps as well so it is possible to remove a change and a change usually has enough detail to break down the parts or components and verfiy they are working with user and system testing.

It is quite useful to have details of historic updates and dates in calendar form and One Note is good at combining multiple types of documents into a comprehensive whole, along with checklists.

I wish you well in your moves in that direction.



RE: Site Document Type
Posted on May 4, 2015 in response to: Jo Booth


Thanks! Missed your response until now.

RE: Site Document Type
Posted on Oct 1, 2015 in response to: Rachel Sarabia

We use Microsoft SharePoint with a list and calendar built in to track changes, requests, issues and tasks, but I don't see why Microsoft Excel or OneNote and Outlook Calendar wouldn't work if you don't have SharePoint. I don't think we have ever used the Intergraph site documents.

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