PLM - Workflow & Lifecycle
You can create the Design Verification Workflow from the Part by clicking on the icon of the Workflow and then select Design Verification in the drop-down menu. Any already existing Design Verification workflows of the Part that are "In Preparation" will be proposed. Alternatively a new one can be created.
Once the Change Item profile card appears, select the Behaviour of the Workflow, fill in its Description and choose the Drawing Label.
Choose the Reviewer(s) who will perform the control(s), click on Done.
Launch the Precondition tests:
Then launch the Workflow:
The reviewers will receive a notification e-mail to invite them to perform the control.
Complete documentation: Design Verification Workflow FAQ
The Design Verification workflow is used to approve the Design data. Since we are working in Part Centric mode, this workflow allows to approve the Part and all its content. In other words, it will not be possible to approve a single Drawing by using this workflow.
If you want to know more details about designing the Workflow, please follow the document below.
Complete documentation: Design Verification Workflow FAQ
The baseline’s behaviour is determined by the expansion strategy and the filter it uses. The filter corresponds to the type of documents that are assigned (or not) to the baseline.
The only expansion strategy used is the top-down strategy. You can use the filter to assign a baseline to a part, a CAD document or a non-CAD document, provided that the status of the object from which it is generated is “In Preparation”. As stated in the “Baseline propagation” section, the baseline will not propagate to objects that have “Released” status. These objects are already frozen.
After a baseline has been created, the document(s) assigned to it cannot be edited or deleted (lifecycle status cannot be modified). The information about the baseline can be found in the document’s profile card.
The structure covered by the baseline cannot be edited and is frozen. The only way to modify documents is to create a new version of the document in question. Only the version used to generate the baseline is frozen. If a part has several versions, they are not all affected by the baseline.
To more details about this, please follow the document below (page 14).
You are able to create the baseline:
- from the document's profile card - click on the More ➞ Baselines ➞ Create Basic Baseline, the baseline's profile card opens in a new tab.
- from the document search pane, right-click on the line corresponding to the document that you want to include in the baseline, then click on More ➞ Baselines ➞ Create Basic Baselines.
Fill in all the necessary information and generate the baseline, click on the "Generate" button, which is enabled after the baseline has been saved.
To more about baselines, follow the document below.
The purpose of creating a baseline is to freeze any kind of structure (a part or a CAD document) along with all the documents belonging to that structure to which the baseline creator has access.
By creating a baseline, you can:
- save a specific version of a document at a certain moment in time,
- keep a record of how the design evolved,
- prevent a structure from being overwritten by future changes,
- create an official version to share with someone outside the Organization.
The FAQ document below will present the concept, describing its purpose, use, behaviour and consequences.
The “Life Cycle” command displays a map of the life cycle of the object from which the command is launched.
Documents, CAD documents and parts share the same life cycle.
The same map is therefore displayed for all three types of objects.
On the map, the object's current status is shown by a yellow square, not to be confused with the "In Review" status icon.
The “Versions” command grants you access to view all of the versions of a given object.
From the pop up window you can open an old version of the object in a new PLM window. It is also possible to compare two versions using the split screen function, the icon looks like:
This function is not available for folders, which do not exist in multiple versions.
The "History" command shows you an object's modification history, across all its versions.
The history window displays the dates when actions were taken in relation to the object, as well as other information.
The fields can be customized using the "Refine" and "Display" / "Save Layout" buttons.
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