ShipWeight Basics > Playground Area and Workset
Use Workset Review, Approve & Check In to inspect workset changes in the Playground Area, record a review or rejection, and approve the changes for check-in to the main project data. In the Worksets window, select the checked-out workset or worksets and click Review.
Check the workset and changes
Workset: Identifies the workset or selected worksets being reviewed. Check this before recording a decision.
Role / User ID / Date: Shows the users and available dates for Checked Out, Calculated, Last changed, Reviewed, Rejected and Approved. These records help establish who handled the workset and its current review status.
Code list: Shows values for the code types configured for workset review in Options > Workset. Use this list to check the classification of the workset items.
The summary compares the checked-out values with the Playground values and shows the net changes in weight, centres of gravity and moments. Review both the overall change and the individual item changes; a small net change can hide larger changes that cancel each other out.
Margin selection: Choose the margin associated with the workset change when workset margins are enabled. The tree shows the margin values, changes and remaining values. A margin is required before check-in when the relevant weight or moment values have changed. During approval the program may ask whether to adjust the associated weight group figures.
Set up margins in Options
Open View > Options in the main window and select Workset. Enable worksets if necessary, then select Use Margins to require a margin association when checking in relevant workset changes.
Margins: Click the ... button beside Margins to open the Margins table. Define each margin with a Margin ID, Description and the required weight, centre-of-gravity and moment values. Follow the units displayed in the column headings. These definitions provide the available margins in the Workset Review window.
Add Wgt.grp.: To base a margin on an existing weight group, right-click the Margins table, choose Add Wgt.grp. and select the group. The program uses the group ID and description and copies its available weight, centre-of-gravity and moment values. This also allows the program to recognize the associated weight group when offering an adjustment during check-in.
Close the Margins window, check the definitions shown on the Workset tab, and click OK in Options to save the option settings. Then open Workset Review and select the required margin in its margin tree. Defining margins in Options makes them available; it does not choose a margin for the workset automatically.
Comments and detail controls
Comment fields: Enter the information needed to explain the change and review decision. The three comment titles are configured in Options > Workset. Comments are saved with review, rejection or approval; Close does not save newly entered comments by itself.
Show Details: Show the item change list below the summary. Clear this checkbox to hide the details, which can help when reviewing a large workset.
Unknown Workset ID: Include items without a recognized workset assignment in the detail list. Investigate these items before approval; the program warns when such items are present.
Unchanged: Include unchanged workset items in the detail list as well as the changed items.
Actual Values: Show the item values rather than their differences. Clear this checkbox to return to the change values. This changes the detail display, not the stored item data.
The detail icons distinguish added, changed, deleted, unknown and unchanged items. Added items are marked green, removed items red and changed items orange. Right-click the detail list for Copy, Print or View Change Result. View Change Result opens a separate view of the change result.
Record a decision
Review OK: Mark the workset as reviewed by the current user and record the review date. This saves the review information but does not check the items into the main data. If the workset was rejected, confirm that the rejection should be cleared. Unknown workset assignments also trigger a warning.
Reject: After confirmation, record the rejection with the current user and date. This does not check the items into the main data. A rejected workset must be reviewed OK before approval and check-in.
Approve & Check In: Approve the reviewed workset and check its changes into the main project data. The workset must have a recorded review and must not be rejected. Select a margin first when required and review any warnings or adjustment prompts before continuing. The action requires the Playground Export permission; review and rejection require Playground Edit permission.
Close: Close the window without approving or checking in. Closing does not undo review or rejection information already saved, and does not save unsaved comments.
Help: Open this topic. F1 opens the same help page.
Historical reviews
When the window is opened for a historical checkout from the Worksets history, it displays the recorded comparison for that checkout. Comments and decision buttons are disabled. Use this view to inspect earlier changes rather than approve them again.
For the complete workflow, see 2.10.2 Using Worksets With the Playground Area.
For configurable labels, codes and margins, see 5.1.11 Workset.