Workflows PDF

Workflows Workflows are intended to represent the internal workflow structure practiced in the company A workflow can control the life cycle of a document, project of process by defining what user or group has access to files during different states of its life PDM (Product data management) i...

Workflows Workflows are intended to represent the internal workflow structure practiced in the company A workflow can control the life cycle of a document, project of process by defining what user or group has access to files during different states of its life PDM (Product data management) is a system for managing design data and engineering processes in one central location. Engineering teams use PDM software to organize product-related information, track revisions, collaborate, manage change orders, generate Bills of Materials (BOMs), and more.  Work Product A work product in this context would be a document or set of documents that need to be shared or controlled in the vault. Control may be related to group or user permissions, Revision management, information or all the the above. Your solidwork assembly, part and drawing files for a specific product or project might be an example of a work product. Other examples might be single documents like a sales order, work order or ECO/ECR/ECN, etc. A state A state is like a task in your workflow. Transition A transition is an action or decision to move your vaulted documents from one state to another. These will look like arrows in your PDM Administration tools workflow design. A state In Design Tasks - Typical tasks to be performed in the In Design state might include: Part and assembly modeling (designing) Drawing creation (views, dimensions, etc) Design analysis Engineering peer review Users - Users who might work on a file in this state could include: Engineers Designers Drafters Permissions - These users need access permissions such as: Add or rename file Check out file Read contents Show working versions Under Review Tasks - Tasks for this state would be related to whatever design review process your company uses: ‫ قرار اعتماد عن التصميم‬: ‫ تقرير نتائج التحليل‬: ‫ مراجعة التصميم‬: ‫ مراجعة اإلدارة‬. Users - Users involved in such a review could include: Engineering management Engineering peers Configuration management Document Control/Quality Assurance Manufacturing Permissions - Typically all users would be limited to read only access for files that are undergoing review. An exception is when certain reviewers are utilizing electronic redlining. In this case, those users also have Check out file permission. Released Tasks - Tasks for this state would typically involve those required for documenting and publishing the released design: PDF creation Notifying other departments Exporting to MRP (Material or Manufacturing Resource Planning) /PLM(Product Lifecycle Management) Publishing for qualified vendors and suppliers Users - Users involved in such tasks might include representatives of Document Control Configuration Management Quality Assurance Permissions - As officially approved and released files, there should be no access in this state beyond basic read only permission. ‫مدخالت تخطيط االحتياجات من المواد‬ MRP – Material or Manufacturing Resource Planning ‫دورة حياة المنتج‬ PLM - Product Lifecycle Management Transition Send to Review Actions - Typical actions that might be performed during this transition include:- Notifying Approvers or Managers that a file is waiting to be reviewed Capturing the initials of the user and/or the date of the transition  Updating a watermark or other status identifier (change data card variable) Users - Users who might perform this transition could include Engineers Designers Drafters Approve Release Actions - Typical actions that might be performed during this transition include Notifying appropriate staff that a file has been released Capturing the initials of the approver and/or the date of the release Updating a watermark or other status identifier (change data card variable) Incrementing the file revision Publishing the released file in an alternate format (PDF, etc.) Exporting release information to PLM/MRP Users - Users involved in such a review could include Engineering Management Configuration Management Document Control / Quality Assurance Return for Changes Actions - Typical actions that might be performed during this transition include: Notifying the Designer or Engineer that further changes are needed Updating a watermark or other status identifier (change data card variable) Users - Users involved in such tasks might include representatives of Engineering Management  Configuration Management Document Control / Quality Assurance Open for Revision Actions - Typical actions that might be performed during this transition include: Notifying management that a file is undergoing revision Updating a watermark or other status identifier (change data card variable) Modifying the revision variable to indicate that the file is undergoing revision Users - Users involved in such tasks might include representatives of: Engineers Designers Drafters