ITR tag management

Create ITR tags, then apply templates to generate checksheets.

Before you begin

• Master Data should be set up (systems, subsystems, disciplines, locations).

• ITR templates must exist before you can apply them.

1

Open Tag Management

1. In the left menu, select Data.

2. Select Tag Management.

Open Tag Management

2

Create a tag

1. Select Add New Record.

2. Fill in tag details.

   • Fields marked with * are mandatory.

   • Enter Tag NO.

3. Select Next.

Add New Record

Tag details

3

Apply an ITR template

1. Choose Workflow Type.

2. Select the Template.

3. Select Apply Template.

Assign template

After applying:

• View Checksheet(s) opens the created checksheet(s).

• Close dismisses the confirmation.

Confirmation

Bulk actions

Use Bulk Actions to work faster:

• Create a tag set

• Update tag details (type, system, location, discipline)

• Apply a template to multiple tags

• Mark selected tags as void

Bulk Actions

Next step

Review and issue the generated checksheets from Checksheet management (ITR).