PDXpert PLM Software
Product Lifecycle Management
Document control & file management
Document records, controlled revisions, and files in one PLM layer
PDXpert treats documents as first-class objects linked to parts and BOMs: explicit revisions, check-out/in on files, search across metadata and content, role-based access, and release discipline—so a shared drive is no longer your system of record.
"Clicking on file references within PDXpert immediately opens the corresponding drawing, specification, document or file, saving hours of time and greatly improving the use and reuse of parts in new and revised designs with substantial reduction in cost of inventory."
PDXpert software supports the requirement for traditional engineering drawing management systems with a document card record, complete file revision history, design file check-in/check-out, and revision release management.
Simply managing document revisions is sometimes not enough. PDXpert software can help you comply with regulatory agencies if your company must conform to ISO-9000 standards, or is subject to FDA 21 CFR Part 820, 21 CFR Part 11 or similar requirements.
An informal file server-based repository quickly loses its appeal as both the library and your staff grows. PDXpert software avoids file loss, improves security and speeds file searches.
- ✓Free-form text search of database and file contents
- ✓Simplified file identification and revision management
- ✓Role-based user access
Application notes and help topics
- ✓PDXpert help: How to work with documents
- ✓What's the difference between Revision State and Lifecycle Phase?
- ✓Searching the contents of office and CAD files using IFilters
Resources
If you've been managing documents and product design files for a while, you might be surprised how a PLM system can make your tasks simpler. Here are a few ideas on managing your documents:
- ✓Life after MIL-STD-100: Document numbering
- ✓Is software a document or a part?
- ✓CAD file viewers for mechanical, electronic and office applications
Document control
Document records are often used as "containers" for files shared across multiple parts. You can add a document record to any part or assembly structure, and users will be able to easily navigate to the permanently-attached electronic files that describe your requirements, specifications and procedures. Easily move from one document revision to the next, and research the history of your designs.
- ✓Create a virtually unlimited variety of document types, each with their own built-in and custom properties
- ✓Define document numbers with up to 70 alphanumeric characters, with prefix, sequentially-assigned, suffix and skip characters
- ✓Define revisions with up to 10 alphanumeric characters, with ability to skip invalid characters (e.g., MIL-STD-100's I/O/Q/S/X/Z)
- ✓Specify text templates that guide users how to name documents using your preferred title format
- ✓Manually or automatically assign revisions, using separate preproduction and production revision sequences
- ✓Manage design maturity and discourage unconstrained use by applying your own lifecycle phases, such as preliminary, prototype, production
- ✓Identify and assign tasks necessary to prepare the document for release
- ✓Specify other documents as references
- ✓Research where a specification or procedure is referenced by other parts and documents, as well as change forms where the document revision was released, canceled or otherwise affected
- ✓Attach any number of files to a document revision; check-out/-in files for modifications without conflicts
- ✓Create custom attributes for text, numeric values, dates, checkboxes, and collection dropdowns
- ✓Allow regulatory agencies, customers and supply chain partners to own documents that affect your product definition
