Opening a Services Document, Services Specification, or Business Document

You can access all the information related to a Services Document, Services Specification, or Business Document.

For more information, see Collaboration and Approvals User's Guide: Opening a Document.

Required license role: Services Product Manager, Services Product Developer, Services Product Contributor, Services Product Business Metrics, Review and Approve

Note: For a Services Product Business Metrics and Review and Approve user, most of the categories are read-only (no actions are available).

  1. To open a Services Specification or Services Document:
    1. Open the required Services Product. For more information, see Opening a Services Product.
    2. In the navigation pane, click Content.
    3. In the navigation pane, click Specifications to open a Services Specification, or click Reference Documents to open a Services Document.

    To open a Business Document:

    1. Open the task that the Business Document is checked in as a deliverable.
    2. In the navigation pane, click Deliverables.

    You can also use 3DSearch to find the document and open it from the results. For more information, see Predefined Queries.

  2. Click the name of the required document.

    You can use these categories in the navigation pane to access information related to the document:

    Category Name Page Tab Name Description For More Information
    Document Name – Lists the properties for the document. Collaboration and Approvals User's Guide: Document Properties and Files Page
    Where Used – Shows the objects that contain the document. Collaboration and Approvals User's Guide: Where Used or Collaboration List
    Approvals – Lists the states and approvals for a document.

    Not available for Review and Approve and Services Product Business Metrics users.

    		Approvals page for the specific app
    Files – Shows the files checked into the document. For versioning documents, see Collaboration and Approvals User's Guide: File List for a Versioning Document.

    For non-versioning documents, see Collaboration and Approvals User's Guide: File List for a Non-versioning Document
    File Versions – Shows version information for the document. Collaboration and Approvals User's Guide: File Versions Page
    Revisions – Shows revision information. Collaboration and Approvals User's Guide: Document Revisions Page
    Issues – Shows issues related to the Document. Also shows related issues if the parent part is connected to any items using the Classified Item relationship. Collaboration and Approvals User's Guide: Issues Summary/Issues Category
    Routes – Shows routes involving the document and provides access to create a new route. Collaboration and Approvals User's Guide: Routes Page and Routes Summary Page
    Discussions – Shows the discussions related to the document. Collaboration and Approvals User's Guide: Discussions Page for an Object
    Retention Schedules – Lists the Retention Schedules that this document has been added to. IP Classification User's Guide: Record Retention Schedule
    Lifecycle Lifecycle

    Tasks/Signatures

    Approvals

    		 Shows the states for the document, including its current state, and provides access to any tasks, signatures, or approvals based on the lifecycle. 3DEXPERIENCE Platform: Lifecycle Page
    Sharing – Lists who the Document is shared with, and what privileges they have. 3DEXPERIENCE Platform: Sharing Page
    History – Shows history information about the document. 3DEXPERIENCE Platform: Viewing History for Content
    Classification – Lists the classifications that this document has been added to. IP Classification User's Guide: Classification List
    Referenced By – Only shows for a Services Document.

    Lists the products or other items associated with this document.

    		 IP Classification User's Guide
    Images – Only shows for a Services Document.

    Lists any images associated with this document.

    		 Collaboration and Approvals User's Guide: Images Page
    Translations – Lists the translated versions of the document. Translations
    Legal Context – Only shows for a Services Document.

    Lists the countries or regions where the document has a legal context.

    		 Legal Context for a Services Document
    Change Management Only shows for a Services Specifications and Services Documents.
    Change Order Lists change orders that this document has been added to. Change Management User's Guide: Change Orders in My Changes
    Change Request Lists change requests that this document has been added to. Change Management User's Guide: Change Requests Page
    Change Action Lists change actions that this document has been added to. Change Management User's Guide: Change Actions Tab
    Change Legacy Lists ECRs or ECOs that this document has been added to. It is unlikely that any Services Management documents will have any related ECRs or ECOs.

    ECRs or ECOs might exist if used in a previous software release but are no longer supported.

    		Change Management User's Guide: Change Legacy Tab
    Impacted Business Unit – Only shows for a Business Document. Lists the business units that are impacted by the contents of the document. Impacted Business Units