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ECO's in Workgroup PDM

Question asked by Aaron Godwin on May 16, 2012
Latest reply on May 16, 2012 by Aaron Godwin

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Does anyone have any tips on how to manage files that are in an ECO cycle? Once I have a file in the vault at the highest lifecycle status how can I manage it when it's in change? I have problems when userA has to hand off to userB, somehow old files get used and I have no idea how. Is it a user training issue or is there a setting I'm not seeing in Workgroup that could allow me to control this process better? Or is it a matter of upgrading to Enterprise and expanding my functions?

Thanks,

Aaron

Kenneth Barrentine May 16, 2012 1:00 PM

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it's training.

the user can have numerous copies of a document in local workspace (separated by folders).

the user must pull the latest document from vault and replace whatever he/she has in local workspace.

i don't think any pdm system can actively search local workspace (folders) to track/verify the versions of a particular document.

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Kenneth Barrentine May 16, 2012 1:00 PM

it's training.

the user can have numerous copies of a document in local workspace (separated by folders).

the user must pull the latest document from vault and replace whatever he/she has in local workspace.

i don't think any pdm system can actively search local workspace (folders) to track/verify the versions of a particular document.

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Jeff Holliday May 16, 2012 1:02 PM

There is no out-of-the-box eco step-thru procedure but I have heard that there are custom programming methods using the API. We handle ours by assigning different life-cycles to the document lfe stages. We have a preliminary (non-released) doc lifecycle that applies numeric revs, then when the doc is checked in as released, the aphabetic revs are used. These assignments and various restrictions are set up within the pdm vault admin application. Enterprise is certainly more complete but carries extra training/purchase/subscription costs.

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Aaron Godwin May 16, 2012 2:23 PM

Thanks for the input guys, kinda confirms what I thought. We have multiple lifecycles that go from prototype to production released and have some pretty tight controls there. But when we have to make a change it goes all wild west and everybody has their own ideas on how to manage stuff. It looks like training is going to need to be on going, luckily I'm writing a power point to step them thru our process. Maybe what I really need is "Administrator" after my name so I can actually enforce what I'm training them to do.

Thanks again guys...

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Kenneth Barrentine May 16, 2012 1:00 PM
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Correct Answer
it's training.

the user can have numerous copies of a document in local workspace (separated by folders).
the user must pull the latest document from vault and replace whatever he/she has in local workspace.

i don't think any pdm system can actively search local workspace (folders) to track/verify the versions of a particular document.
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Jeff Holliday May 16, 2012 1:02 PM
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There is no out-of-the-box eco step-thru procedure but I have heard that there are custom programming methods using the API. We handle ours by assigning different life-cycles to the document lfe stages. We have a preliminary (non-released) doc lifecycle that applies numeric revs, then when the doc is checked in as released, the aphabetic revs are used. These assignments and various restrictions are set up within the pdm vault admin application. Enterprise is certainly more complete but carries extra training/purchase/subscription costs.
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Aaron Godwin May 16, 2012 2:23 PM
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Thanks for the input guys, kinda confirms what I thought. We have multiple lifecycles that go from prototype to production released and have some pretty tight controls there. But when we have to make a change it goes all wild west and everybody has their own ideas on how to manage stuff. It looks like training is going to need to be on going, luckily I'm writing a power point to step them thru our process. Maybe what I really need is "Administrator" after my name so I can actually enforce what I'm training them to do.

Thanks again guys...
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ECO's in Workgroup PDM

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