Contents

Overview

Viewing a pack

Creating a pack

Uploading packs

Edit a pack

Duplicate a pack

Add a pack to an existing phase

Add a pack to a new phase

Linking a pack to a document

Changing a packs status

View a packs status history

Delete a Status From a Pack

Export packs

Export pack documents

View export pack document history

Pack activities

Pack tags

Upload pack tags

Upload pack predecessors

Archiving a pack

View archived packs

Restore an archived pack

Hide archived packs

Overview

This article outlines the various functionalities available for managing packs within the system.

Viewing a Pack

To view a pack:

1. From the Home Screen, go to Packs.
2. Find the pack you want to view, go to the context menu, and click View.

Creating a Pack

To create a pack:

1. From the Home Screen, go to Packs.
2. From the table context menu, click Create.
3. Complete the required fields marked with *.

Uploading Packs

To upload packs:

1. From the Home Screen, go to Packs.
2. From the table context menu, click Get pack upload template.
3. Select the correct template from the dropdown list and download.
4. Complete the below fields as a minimum.
   • Pack Type
   • Pack Name
5. From the Home Screen, go to Packs.
6. From the table context menu, click Upload packs.
7. Select your file and upload.
8. This process will create a task in the uploads section where you can monitor the progress of your upload. Please read the uploads article https://help.asset55.io/en_GB/operate/uploads for a more detailed description of how this works.

Edit a Pack

To edit a pack:

1. From the Home Screen, go to Packs.
2. Find the pack you want to edit, go to the context menu, and click Edit.

Duplicate a pack

To duplicate a pack:

1. From the Home Screen, go to Packs.
2. Find the pack you want to duplicate, go to the context menu, and click Duplicate pack.
3. Update the Pack name and edit any other data required and save.

Add a Pack to an Existing Phase

To add a pack to an existing phase:

1. From the Home Screen, go to Packs.
2. Find the pack you want to add to a existing phase, go to the context menu, and click Add to an existing phase.
3. Search for an existing phase or see recent phases and select the phase you require.

Add a Pack to a New Phase

To add a pack to a new phase:

1. From the Home Screen, go to Packs.
2. Find the pack you want to add to a new phase, go to the context menu, and click Create a new phase.
3. Complete the required fields marked with *.

Linking a Pack to a Document

To link a document to a pack:

1. From the Home Screen, go to Packs.
2. Find the pack you want to link to a document, go to the context menu, and click Link to a document.
3. Select an existing document if it already exists and click link.
4. Click new document and then upload a file to create a new document and save.

Changing a Packs Status

To change a packs status:

1. From the Home Screen, go to Packs.
2. Find the pack you want to change the pack status, go to the context menu, and hover over change status.
3. Select the status you want to change to from the available list.
4. Add notes if required and save.

View a Packs Status History

To view a packs status history:

1. From the Home Screen, go to Packs.
2. Find the pack you want to view pack status history, go to the context menu, and click Add click View status history.

Delete a Status From a Pack

To delete a status from a pack:

1. From the Home Screen, go to Packs.
2. Find the pack you want to delete a status entry from, go to the context menu, and click Add click View status history.
3. Find the status you want to delete, click on the context menu and the select the Delete status option.
4. Click the yes option in the pop up to confirm deletion.

Export Packs

To export all packs to a csv file:

1. From the Home Screen, go to Packs.
2. From the table context menu, click Export.
3. Select a filename and location.
4. You will now have a csv file with all the packs output to the location you selected.

Export Pack Documents

To export pack documents:

1. From the Home Screen, go to Packs.
2. Find the pack you want to export pack documents, go to the context menu, and click Add click Export.
3. Select a cover sheet if applicable and select the documents to export.

View Export Pack Document History

To view a packs document export history:

1. From the Home Screen, go to Packs.
2. Find the pack you want to view export pack document history, go to the context menu, and click Add click Export history.

Pack Activities

Within packs you can create and manage different activities.

View a Packs Activities

To view all the activities in a pack:

1. From the Home Screen, go to Packs.
2. Find the pack you want to view activities, go to the context menu, and click Open activities.

Create an Activity in a Pack

To create a new activity in a pack:

1. From the Home Screen, go to Packs.
2. Find the pack you want to create an activity, go to the context menu, and click Open activities.
3. From the table context menu, click Create.
4. Complete the required fields marked with *.

Edit an Activity in a Pack

To edit an activity in a pack:

1. From the Home Screen, go to Packs.
2. Find the pack you want to edit activities, go to the context menu, and click Open activities.
3. Find the activity you want to edit, go to the context menu, and click Edit.

Change an Activity Status

To change the status of an activity:

1. From the Home Screen, go to Packs.
2. Find the pack you want to change activity status, go to the context menu, and click Open activities.
3. Find the activity you want to change the status, go to the context menu and hover over Change status, then select which status from the dropdown list.
4. Populate any notes in the Notes tab.
5. Upload a document in the Upload tab (This is required).
6. Add the approval details in the Approvals tab and save.

View Activity Status History

To view the status history of an activity:

1. From the Home Screen, go to Packs.
2. Find the pack you want to view activity status history, go to the context menu, and click Open activities.
3. Find the activity you want to view the status history, go to the context menu, and click View status history.

Move an Activity Up or Down the View

1. From the Home Screen, go to Packs.
2. Find the pack you want to move an activity, go to the context menu, and click Open activities.
3. Find the activity you want to move, go to the context menu, and click either the move up or move down options.

Delete an Activity

1. From the Home Screen, go to Packs.
2. Find the pack you want to delete an activity, go to the context menu, and click Open activities.
3. Find the activity you want to delete, go to the context menu, and click Delete.

Export Activities

To export a packs activities to a csv file:

1. From the Home Screen, go to Packs.
2. Find the pack you want to export activities, go to the context menu, and click Open activities.
3. From the table context menu, click Export.
4. Select a filename and location.
5. You will now have a csv file with all the pack activities output to the location you selected.

Pack Tags

Within packs you can create and manage different tags.

View a Packs Tags

To view all the tags in a pack:

1. From the Home Screen, go to Packs.
2. Find the pack you want to view a tag, go to the context menu, and click Open tags.
3. Find the tag you want to view, go to the context menu, and click View.

Edit a Tag in a Pack

To edit a tag in a pack:

1. From the Home Screen, go to Packs.
2. Find the pack you want to edit a tag, go to the context menu, and click Open tags.
3. Find the tag you want to edit, go to the context menu, and click Edit.

Change a Tags Status

To change the status of a tag in a pack:

1. From the Home Screen, go to Packs.
2. Find the pack you want to change the status of a tag, go to the context menu, and click Open tags.
3. Find the tag you want to change the status, go to the context menu and hover over change status, and select a status from the list.
4. Populate any notes in the Notes tab.
5. Upload a document in the Upload tab (This is required).
6. Add the approval details in the Approvals tab and save.

View Tag Status History

To view the tag status history:

1. From the Home Screen, go to Packs.
2. Find the pack you want to view a tags status history, go to the context menu, and click Open tags.
3. Find the tag you want to view status history, go to the context menu, and click View status history.

Link Tag to Document

To link a document to a tag:

1. From the Home Screen, go to Packs.
2. Find the pack you want to add a document to a tag, go to the context menu and click Open tags.
3. Find the tag you want to link a document to, go to the context menu and click Link to a document.
4. Select a previously uploaded document and then click link.
5. Or you can upload a new document by clicking the New document option and then upload the document from your pc.

Remove Tag from pack

To remove a tag from a pack:

1. From the Home Screen, go to Packs.
2. Find the pack you want to remove a tag, go to the context menu, and click Open tags.
3. Find the tag you want to remove a tag, go to the context menu, and click Remove tag

*N.B. You cannot remove a tag from a pack if the tag status has changed.

View Tags Within Packs on Model

To view tags within a pack that have been enriched to the model:

1. From the Home Screen, go to Packs.
2. Click on the models icon.
3. You will see a split screen, the left hand-side the packs table and the right hand-side will show the model.
4. Add any filters you require on the packs table.
5. If there is more than one pack with tags enriched, you will see a toggle switch in the header Pack ID, you can use this to toggle all the tags within the packs that have been enriched to the model on or off.
6. You can also just switch individual packs on and off using the toggle switch next to each pack.

Upload Pack Tags

To upload pack tags:

1. From the Home Screen, go to Packs.
2. From the table context menu, click Upload PackTags.
3. You can download a template using the link.
4. Populate the below fields in the csv file:
   • Pack name
   • Tag ID
5. Use the upload a file to navigate to your csv file and upload.
6. This process will create a task in the uploads section where you can monitor the progress of your upload. Please read the uploads article https://help.asset55.io/en_GB/operate/uploads for a more detailed description of how this works.

Upload Pack Predecessors

To upload pack predecessors:

1. From the Home Screen, go to Packs.
2. From the table context menu, click Upload pack predecessors.
3. You can download a template using the link.
4. Populate the below fields in the csv file:
   
   • Pack name
   • Predecessor
5. Use the upload a file to navigate to your csv file and upload.
6. This process will create a task in the uploads section where you can monitor the progress of your upload. Please read the uploads article https://help.asset55.io/en_GB/operate/uploads for a more detailed description of how this works.

Archiving a Pack

To archive a pack:

1. From the Home Screen, go to Packs.
2. Select the pack you want to archive, go to the context menu, and click Archive.

View Archived Packs

To view archived packs:

1. From the Home Screen, go to Packs.
2. From the table context menu, click View archived.

Restore an Archived Pack

To restore a previously archived pack:

1. From the Home Screen, go to Packs.
2. From the table context menu, click View archived.
3. Find the pack you want to restore, go to the context menu, and click Unarchive.

Hide Archived Packs

To hide archived packs:

1. When viewing archived packs.
2. From the table context menu, click Hide archived.