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SI Explorer Process Menu - Release Processing

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  1. Select the Item(s) to Generate or Update
    1. Project List of Sections (Pull Table)
    1. Table of Contents With Scope
    1. Table of Contents Without Scope
    1. Master Reference List
    1. Reference Location List
    1. Master Submittal List
    1. Tailoring Options List
    1. Set MasterFormat Version
    1. Mark All As Unified Submittal Format
    1. Mark All As Old Submittal Format
    1. Delete all Section Comments
  2. Standard Windows Commands
  3. Using this Feature
    1. Running Release Processing on a Master:
    1. Running Release Processing on a Job:
  4. Technical Support Information

This command can be executed from the SI Explorer's Process menu and Right-click menu.

Default settings for MastersA group of standard Government agency (Master) Guide Specifications used in the preparation of a Job

Default settings for JobsA collection of projects
Illustration SI Explorer's Process Menu - Release Processing for Masters SI Explorer's Process Menu - Release Processing for Jobs

Illustration Icon Indicating Important Information To NoteRelease ProcessingIs a group of functions that run on a master simultaneously to generate the Project List of Sections (Pull Table), Table of Contents With and Without Scope, Master Reference List, Reference Location List, Master Submittal List, Set MasterFormat Version, and Mark All as Unified Submittal Format primarily pertains to Masters, however four of the functions are available for Jobs.  The functions common to both Jobs and Masters are Project List of Sections (Pull Table), Mark all as unified Submittal format, Mark all as old submittal format, and Delete all Section comments.

Select the Item(s) to Generate or Update

Project List of Sections (Pull Table)

Although this function is automatic, it allows you to manually update your Pull TableA list that indicates to the system all sections that can be accessed in a Master or Job to recognize Section (.sec) files that were added or removed in the Job or Master Folder through Windows File ExplorerThe Windows Explorer is Microsoft Windows file manager application that is included in the operating system. It provides a graphical interface and allows users to manage files, folders, and network connections, as well as search for files and related components or File ExplorerThe File Explorer, previously known as Windows Explorer Is Microsoft Windows 10 file manager application that is included in the operating system. It provides a graphical interface and allows users to manage files, folders, network connections and folder options, as well as search for files and related components.

Table of Contents With Scope

Creates a Table of Contents with Scope for the Master (Scope.doc). This table of contents includes a brief description of the Sections and will be listed with the Section files in the SI Explorer.

Table of Contents Without Scope

Creates a Table of Contents for the Master (Shelf.doc) and will be listed with the Section files in the SI Explorer.

Master Reference List

Creates a list of all References cited in the Master.  This list is used by the SI Editor's Reference Wizard.  To edit or print this list, use the Process > Reference Processing > Master Reference List tab and choose the Edit or Print option.

Reference Location List

Creates an alphabetical list of all References used in the text and lists their location by Section and SubpartThe levels below a Part are referred to as Subparts. These Subpart levels are then broken down into and referenced as Articles, Paragraphs and Subparagraphs, although the share the same Subpart <SPT> Tag.

Master Submittal List

Creates a list of all the Submittals cited in the Master and lists their location by Section and SD Number.  This list is used by the SI Editor's Submittal Wizard.

Tailoring Options List

Creates a list of all of the Tailoring Options cited in the Master.  This list is used by the SI Editor's Insert > Tailoring feature..  

Set MasterFormat Version

This function sets the Master Properties > Options > CSI MasterFormat Version based on the Master's Submittal Procedures SectionA Master Section that includes all the Submittal Descriptions used in the Master and Sources for Reference Publication SectionA central repository for contact details of all Sponsoring Organizations whose technical references are cited in the Master numbers.  If the Master does not include these sections, the process will look at the other section numbers within the Master to determine the correct setting.

Mark All As Unified Submittal Format

Inserts a Unified Submittal Description Meta Data (MTA) tag with an attribute of New to each Section.  The tag will appear at the beginning of the Section, immediately following the SEC tag.

Illustration SI Editor's New Submittal Format Tag

Mark All As Old Submittal Format

Inserts a Unified Submittal Description Meta Data (MTA) tag with an attribute of Old to each Section.  The tag will appear at the beginning of the Section, immediately following the SEC tag.

SI Editor's OLD Submittal Format Tag

Illustration Icon Indicating CautionThis function is used for backward compatibility with older SpecsIntact Jobs.

Using Mark all as unified Submittal format or Mark all as old Submittal format to insert the Meta Data (MTA) tag, does not alter any of the content of the Sections.  If the format of a Section needs to be converted to the old or new Submittal type, it must be edited using the SpecsIntact Editor.

Delete all Section Comments

This function will remove ALL Section Comments and the last editor's user name throughout the selected Master or Job.

Standard Windows Commands

Illustration SI Explorer's Dialog Box OK buttonThe OK button will execute and save the selections made on all of the tabs.

Illustration SI Explorer's Dialog Box Cancel buttonThe Cancel button will close the window without recording any selections or changes entered.

Illustration SI Explorer's Dialog Box Help buttonThe Help button will open the Help Topic for this window.

Using this Feature

Illustration Icon Indicating How To StepsRunning Release Processing on a Master:

Illustration Icon Indicating Important Information To NoteUpdating the Pull Table is done automatically by changing the focus from one Master to another or by refreshing the window (F5).

  1. In the SI Explorer, select a Master
  2. Select the Process menu or right-click and select Release Processing
  3. Below Select the Item(s) to Generate or Update, leave the defaults, or select the appropriate functions
  4. Select OK

Illustration Icon Indicating How To StepsRunning Release Processing on a Job:

Illustration Icon Indicating Important Information To NoteUpdating the Pull Table is done automatically by changing the focus from one Job to another or by refreshing the window (F5).

  1. In the SI Explorer, select a Job
  2. Select the Process menu or right-click and select Release Processing
  3. Below Select the Item(s) to Generate or Update, leave the defaults, or select the appropriate functions
  4. Select OK

Users are encouraged to visit the SpecsIntact Website's Support & Help Center for access to all of our User Tools, including eLearning (video tutorials), printable Guides, a Knowledge Base containing Frequently Asked Questions (FAQs), Technical Notes and Release Notes, and Web-Based Help.

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