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Drawing Properties (Attributes/Metadata)

Pick List

Required/
Optional

Explanation

Type

Required

Select Drawing Type from Pick List. Types are created to align with your organization’s needs.

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Status

Required

Statuses represent the current state of the drawing along its lifecycle, such as “To Do”, “In Progress”, or “Done” and are represented visually on the Kanban board as “Swimlanes”. Statuses are created by your organization to align with desired workflow. New records inherit the status that is set to ‘Default’.

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Dates

Explanation

Users can enter dates manually or allow the system to update them automatically, based on formulas.
All date fields associated with Drawings can be formulated.

Additionally, each of these system dates for tracking drawings can be aliased (e.g., “Target Date” can be labeled “Client Deadline”, or just “Target”, to shorten the width of the header.)

Target Date

The date you are intending to get the drawing to your customer/client. As with the other dates, this date can be set to compute automatically based on a formula.
(e.g., '15 Working Days after Executed Contract date)

Date Started

Date Submitted

Date Required

Date Returned

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