Once you have decided the level of Revision Management for your documents you can organize all documents by these categories when they also match on revision scheme.

The more common categories might be Complex Revision Management, Simple Revision Management, and No Revision Management. Next, examine everything you wish to put in the vault and then separate each work product into categories for how they will be managed. The latter will have very simple workflows and likely be a single state. Other types of files may only be added to the vault for sharing or archive. For example, CAD files or other design documents typically need some type of revision control and permissible access defined. Workflows may vary from a single state or dozens of states and transitions. This is not as difficult a task as it may seem. These will look like arrows in your PDM Administration tools workflow design.ДЇirst, every file checked into the vault will require a workflow. These will look like rectangles in your PDM Administration tools workflow design.ДЄ transition is an action or decision to move your vaulted documents from one state to another. There is typically a duration of activity being performed with clear prerequisites and requirements to enter and exit that state. Other examples might be single documents like a sales order, work order or ECO/ECR/ECN, etc.ДЄ state is like a task in your workflow. Your solidwork assembly, part and drawing files for a specific product or project might be an example of a work product. Control may be related to group or user permissions, Revision management, information or all the the above. Here are some simple terms that will help you to understand the concepts presented.ДЄ work product in this context would be a document or set of documents that need to be shared or controlled in the vault. As always, Inflow Consultants are available to assist you in any Solidworks PDM activities that you find beyond your current capability. New to Solidworks PDM or considering it as a solution at your company? Maybe you have used Solidworks PDM for years but workflows are still a bit of a mystery? I hope to provide you some workflow basics that will take some of the mystery out of how they are configured and their benefit potential.В This is not a replacement for Solidworks PDM Administration Training or a comprehensive functional description. SOLIDWORKS PDM: Understanding PDM Workflows

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