Validating a Hole

Make the panel the CE and select the Current Element radio button. Set the Discipline filter to HVAC but leave the other filter option lists at their defaults, i.e. Status: All, Claimed: All and Valid: Not Checked.

Click the Apply filter link label. This displays all the hole associations that reference the panel.

The associations(s) are displayed in a grid gadget that gives information about the association including its status and validity. The standard grid gadget sorting and grouping functionality may be used on the data.

The Association column contains the auto-named association identifier.

Right clicking in the column headers or any of the fields displays a pop-up menu that has the following options:

• Navigate To – this option has a sub-menu enabling the

Association, Penetrated Item or Penetrating item to be selected.

The selected item is navigated to in Design Explorer and becomes the CE.

• Validate – this option validates the hole association by checking the four restrictions. Details of the restrictions are given later in this worked example. If all restrictions are satisfied the Valid column entry for the association is changed to Passed. If one or more of the restrictions are not satisfied then the Valid column entry is changed to Failed.

• Add to 3D View – this option adds the association elements, i.e. the panel, branch and ‘virtual’ hole fixings, to the 3D View.

• Remove from 3D View – this option removes the association elements from the 3D View.

• Focus on Hole – this option ‘zooms’ in to the selected hole. This is very useful in a complex model with many penetration holes.

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• Modify Definition – this option displays the Hole Management – Definition form, enabling modifications to be made. The form is populated with the settings for the current association hole. If the penetrating item has been moved since the hole was created and before it has been requested, selecting this option re aligns the hole with the penetrating item. If the hole has been requested or approved selecting this option displays the

following warning message:

• Save/Unclaim - this option enables the user to save the data and release the claim(s) to the selected holes.

• Export list to Excel – this option displays the Save Hole Association List As file browser form where a location and filename for the exported grid may be specified. Clicking the Save button on the browser creates an .xls file with the specified name.

• Print list – this option displays a Print Preview form that enables the association list to be viewed and printed.

Right click in the grid and select Focus on Hole from the pop-up menu. Note the 3D View has zoomed into the penetration hole. Right click in the grid again and select Validate from the pop-up menu to ensure the hole is valid. Make sure the hole is highlighted (if there was more than one hole any number may be selected). Click the Manage Selected Holes link label to display the Hole Management form:

The selected hole(s) are displayed in a grid gadget with different information to that of the Hole Association Manager form.

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Right clicking in the column headers, or in any of the fields, displays a pop-up menu.

The menu has many of the functions to the Hole Association Management form pop-up menu.

The Hole Management form contains fold-up panels for Selected hole data, Hole validation results and Hole History. Open the Selected Hole Data fold-up panel to display the data for the hole:

Note that each element involved in the penetration hole is listed, including the two ‘virtual’ hole fixings. One element, in this case the branch, i.e. the penetrating item, is the Primary Member.

Close the Selected Hole Data fold-up panel and open the Hole validation results fold-up panel.

The grid shows the results of the validation tests using the four association restrictions; the result for each one being either PASS or FAIL.

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• Check existence of all associated elements – this test checks that all of the elements involved in the association exist. It is possible that the panel, branch or other elements may have been deleted after the penetration hole was created.

• Check all associated elements intersect the Hole Owner – this test checks that the associated elements actually pass through the owning panel. It is possible that the panel or the branch may have been moved since the penetration hole was created.

• Check all ATTAs/FITTs and FIXINGs are coincident – this test checks that all of the ATTAchments (for pipe and HVAC branches) and FITTings (for structural sections) are coincident with the ‘virtual’ hole fixings.

• Check FIXINGs are within the owning FIXING – this option checks that the clearance fixing is within the penetration hole fixing.

If one or more of the test fail, then the whole association fails and the hole cannot be requested.

Close the Hole validation results fold-up panel and open the Hole History fold-up panel. Note that there not entries in the panel as no tasks have been undertaken for the hole. Close the Hole History panel.

The Hole Comment textbox enables a comment to be added to the latest action by entering an appropriate comment and clicking the Save button. Only the latest action comment is kept as no provision is made to store them.

8.2.5 Requesting a Hole

Below the Hole Comment textbox are the Originator and Reviewer Task link labels. Certain tasks are active dependant on the status of the hole and the write access of the user.

In this case only the Request and Delete Entry Reviewer tasks are active as no other course of action is possible.

Click the Request link label and click the Yes button on the displayed confirmation message.

Open the Hole History fold-up panel and note that an entry has been made detailing the change in status of the hole.

Note that the Originator tasks are now inactive.