PDXpert PLM Software
On-line Help Guide
This help topic describes the current PDXpert PLM release. Earlier releases may be different. To view your release's version of this topic, open PDXpert and press the F1 key or select the Help menu.
Collection Explorer ◢ Places/Organization/Persons group ◢ Roles collection
Other users should not be using the system while you're working. Users (including you) may not see changes to their assigned role until the next time they log into PDXpert.
Specifies the permissions users have for accessing information, which should correspond to their job responsibilities. A role may be given to any number of users, and each user has exactly one role.
Where used §
To specify permissions to user accounts in the User Management list.
Data fields §
- Name §
- This is the complete name for the role.
- Description §
- This gives the role and its function.
- Active: users can select
Default member of collection
Permanent member of collection §
- See the Managing collections: Common attributes help topic.
- Collections/Rules administrator §
- An administrator manages the Collections and Rules. If the Tools menu: Administrator Override command is marked and the role also permits access to documents, parts and changes, the administrator can modify many attributes of items after they've been released.
- Marking this checkbox marks all View and Edit settings in the Collections page, which can then be edited individually.
- It's a good idea to have an administrator role assigned to two or more users. Set one administrator as the Super Administrator.
- Allow Transforms §
When marked, the Report/Export Wizard and other custom report, DataGrid and table export functions can be used.
When cleared, the Report/Export Wizard is not shown on themenu. Custom report, DataGrid and table export functions cannot be used.
Regardless of this setting, users can always use the standard reports and their "export as file" functions.
- Allow local views on user computer §
When enabled, the Enable local views option can be enabled in the user's menu.
- Restrict access to read-only §
- This checkbox controls whether a full-function user account can change data. When marked, a full-function user account cannot add or edit items, add file attachments, approve change forms, or act as an administrator. Viewing permissions are controlled by the other role permissions.
- Marking this checkbox disables all Manage settings in the Collections page.
- View pending §
- The role has access to documents that have not yet been released.
- View released §
- The role has access to documents that have been released, and are not canceled.
- View canceled §
- The role has access to documents that have been canceled.
- Create new §
- The role can add new documents, edit documents, and be a trustee for those documents.
- Is an analyst §
- A document analyst can change trustees, be the trustee for any document, and manage changes that affect documents.
- View pending §
- The role has access to parts that have not yet been released.
- View released §
- The role has access to parts that have been released, and are not canceled.
- View canceled §
- The role has access to parts that have been canceled.
- Create new §
- The role can add new parts, edit documents, and be a trustee for those parts.
- Is an analyst §
- A part analyst can change trustees, be the trustee for any part, and manage changes that affect parts.
Change forms §
To view change forms, the Roles member must also allow View items owned by: All organizations.
- View unreleased §
- The role has access to changes that have not yet been released, or have been canceled or rejected.
- View released §
- The role has access to changes that have been released or completed.
- Create new §
- The role can add (originate) new changes and submit them for review.
- Submitted items can be edited §
An item's Trustee edits an item's pending iteration before it's added to an executing change form, and while the executing change is at Originated state.
When this setting is not marked, after an item's executing change is submitted, only analysts can edit the item iteration.
When this setting is marked, the trustee may edit the affected iteration while its executing change form is at Submitted state. While helpful when the item trustee is not the change form's originator, it requires close communication between trustees and the change analyst.
This setting doesn't affect users whose role includes Is an analyst because an analyst can always edit items on a submitted change.
This value is always enabled for the super administrator, regardless of themenu setting.
View items owned by §
- User's organization §
Users can always view items when the item's Owner matches their organization.
- User's and home organizations §
When this option is selected, users can view items owned by the home organization, along with their own organization's items.
- All organizations §
When this option is selected, users can view items owned by the home organization and all partner organizations.
Each user is assigned to an organization, which is given by the Persons collection member's Organization selection. When the user is in the home organization, then the options User's organization and User's and home organizations are equivalent.
Setting a permission other than All organizations may hide items in:
A part Sources list
A part or document References list
A part or document PDX package export
Edit after first release §
Some item data is locked at the first release, and cannot be changed on later iterations. When the following options are marked, the data can be changed after the first release.
Disabling these options can remind administrators of your preferred practice, but administrators are never completely blocked:
Any administrator can use the Batch Importer tool or edit their own Roles collection member to change this data.
The Super Administrator can edit these item data fields, regardless of the setting. Set these options for other administrator roles that use thesetting.
- Item description §
A document title or part name can be changed after the first iteration has been released. The user must be the item's trustee or an analyst for the item.
Accepted configuration management practice is to lock the original item name after the first release. Documents and item catalogs may use the original name, and downstream systems (such as production and sales) may not update item descriptions.
- Custom attributes §
Attributes shown on a document or part Custom page can be changed after the first iteration has been released. The user must be the item's trustee, an analyst or a member of the item's Product Team.
If a custom attribute value is used to generate the original item name, then consider whether to also mark the Item description to allow a different name.
- Mass and materials §
A part's mass and materials list can be changed after the first iteration has been released. The user must be the item's trustee, an analyst or a member of the item's Product Team.
For regulatory reporting (like RoHS compliance), a non-interchangeable change to the Materials list normally requires a new part number, rather than revising the list. For changes that don't affect regulatory report results, such as adding non-regulated substances, the current part can be updated after release.
Restrict roles that can add or change members of the Transforms collection. Transforms directly access your database, and inexperienced or malicious users can damage or destroy your data.
The role can view or edit any collection within the Collection Explorer. Most users should be allowed to view members of various collections and, as needed, use the collections as a drag-and-drop source (for example, to assign persons to tasks). Some non-administrative users may be allowed to manage selected collections, such as Organizations (e.g., to add new suppliers), Views (for CAD users) and Units of Measure.
Marking an Edit checkbox marks the related View checkbox. Clearing a View checkbox clears the related Edit checkbox.
A person who belongs to a reviewing group on an executing change form has permission to view the change form and its affected items, expanding the viewing permissions of the person's assigned role. See the Groups collection: Group reviewer permission help topic.
Throughout this user help guide:
An analyst is specified by marking Changes: Create new, as well as Documents: Is an analyst and/or Parts: Is an analyst. Analysts may be specialized by item class:
A document analyst has Documents: Is an analyst marked.
A part analyst has Parts: Is an analyst marked.
A system analyst has both Documents: Is an analyst and Parts: Is an analyst marked.
An administrator is specified by marking Rules/Collections administrator.
A reviewer should be given a role where, as a minimum, the related View pending and View released are marked. This allows review of items affected by the change form, as well as related items (e.g., unchanged items on an assembly's BOM).
Typically, users employed by the home organization can view items owned by all organizations.
Help Guide Contents [as PDF]
- 0001. Welcome!
- 0002. Help styles
- 0100. PDXpert Application Server
- 0101. Server overview
- 0200. How to...
- 0300. Console reference
- 0301. Manage
- 0302. Information
- 0303. About
- 0400. How to start the PDXpert client
- 0401. Log into PDXpert
- 0402. Enter the software license key
- 0403. Solve client problems
- 0404. Set your password
- 0500. PDXpert introduction
- 0501. PLM summary
- 0502. Item identification
- 0503. Item iterations
- 0504. Item: Document
- 0505. Item: Part
- 0506. Item: Change form
- 0507. File attachments
- 0508. User roles & permissions
- 0600. How to set up PDXpert
- 0601. Setup introduction
- 0602. Setup: System rules
- 0603. Setup: Collections
- 0604. Setup: Places/Organizations/Persons
- 0605. Setup: General
- 0606. Setup: Documents
- 0607. Setup: Parts
- 0608. Setup: Changes
- 0700. How to use the Item Explorer
- 0701. Item Explorer
- 0702. Make a new item
- 0703. Search for items
- 0704. Use search commands
- 0705. Recent items
- 0706. Files in work
- 0707. Tasks open
- 0708. Open an item related to another item
- 0800. How to use the Collection Explorer
- 0801. View a collection
- 0802. Add a new collection member
- 0803. Modify a collection member
- 0804. Remove a collection member
- 0900. How to work with documents
- 0901. How to work with documents
- 1000. How to start a document
- 1001. Make a new document
- 1002. Snapshot a document
- 1003. Fill in the new document
- 1004. Add or remove references
- 1005. Start and update a task
- 1006. Save your document
- 1007. Remove your document
- 1008. Release your document
- 1009. Manage a released document
- 1010. Revise a released document
- 1011. Cancel a released document
- 1100. How to work with parts
- 1101. How to work with parts
- 1200. How to start a part
- 1201. Make a new part
- 1202. Snapshot a part
- 1203. Fill in the new part
- 1204. Add, modify or remove BOM parts
- 1205. Import a CAD BOM
- 1206. Add or remove approved sources
- 1207. Add or remove references
- 1208. Add or remove materials
- 1209. Start and update a task
- 1210. Save your part
- 1211. Remove your part
- 1212. Release your part
- 1213. Revise a released part
- 1214. Manage a released part
- 1215. Cancel a released part
- 1300. How to revise multiple markups
- 1301. Use Markup Wizard
- 1302. Add child items
- 1303. Replace a child item
- 1304. Remove child items
- 1400. How to work with change forms
- 1401. Processing a change
- 1500. How to start a change form
- 1501. Originate a new change form
- 1502. Snapshot a change form
- 1503. Start and update a task
- 1504. Analyze a submitted change
- 1505. Fix change form routing errors
- 1506. Remove your change form
- 1507. Review a routed change
- 1508. Resolve an on-hold change
- 1509. Analyze an accepted change
- 1510. Use a released change
- 1511. View a completed change
- 1512. Analyze a stopped change
- 1513. View a rejected change
- 1514. Remove a canceled change
- 1515. Return a submitted change
- 1600. How to work with file attachments
- 1601. Attach a revision file
- 1602. Attach an item file
- 1603. Attach an external link
- 1604. Viewing a file
- 1605. Copy a file
- 1606. Check out a file
- 1607. Check in a file
- 1608. Free a file lock
- 1609. Remove a revision file
- 1610. Remove item file or link
- 1700. How to report, import & export
- 1701. Run a report
- 1702. Export a PDX package
- 1703. Use the DataGrid
- 1704. Use the Report/Export Wizard
- 1800. Import & update items
- 1801. Use the Batch Importer
- 1802. Item Master import
- 1803. Iteration-level relational imports
- 1804. Bill of materials import
- 1805. References import
- 1806. Revision files import
- 1807. Sources import
- 1808. Item-level relational imports
- 1809. Item files & links import
- 1810. Item materials import
- 1811. Item product families import
- 1812. Groups collection import
- 1813. Materials collection import
- 1814. Organizations collection import
- 1815. Product families collection import
- 1816. Persons collection import
- 1817. Custom collection import
- 1900. View & export via ODBC
- 1901. View database objects
- 1902. Create an ODBC connection
- 1903. ItemViews reference
- 1904. ReferencePairViews reference
- 1905. SourcePairViews reference
- 1906. SourceItemMasterView reference
- 1907. StructurePairViews reference
- 1908. ChangeViews reference
- 1909. ChangePairViews reference
- 1910. FilePairMasterView reference
- 2000. How to do other tasks
- 2001. Adjust your user settings
- 2002. Arrange the Explorer windows
- 2003. Get technical help
- 2004. Manage user accounts
- 2005. Manage system emails
- 2006. Use Administrator Override
- 2007. Check index status
- 2008. Use the Recursion Assistant
- 2100. Menu reference
- 2101. Item menu
- 2102. Edit menu
- 2103. Tools menu
- 2104. Process menu
- 2105. Window menu
- 2106. Help menu
- 2200. Document reference
- 2201. Document summary
- 2202. General
- 2203. Attributes
- 2204. Custom
- 2205. References
- 2206. Appears On
- 2207. Files
- 2208. Tasks
- 2209. Notes
- 2300. Part reference
- 2301. Part summary
- 2302. General
- 2303. Attributes
- 2304. Custom
- 2305. Materials
- 2306. BOM (Bill of Materials)
- 2307. Sources
- 2308. References
- 2309. Appears On
- 2310. Files
- 2311. Tasks
- 2312. Notes
- 2400. Change Form reference
- 2500. System Rules reference
- 2501. System Rules tool
- 2502. General: Copy files to snapshot
- 2503. General: Copy previous tasks
- 2504. General: Item uniqueness definition
- 2505. General: Reviewer comment required
- 2506. General: Unlock change form Files (rule)
- 2507. General: Unlock change form Tasks (rule)
- 2508. Password Policy
- 2509. References Tabs
- 2510. BOM: Limit part to one row
- 2511. BOM: Lock part unit of measure
- 2512. BOM: Allow partner parts
- 2600. Collections reference
- 2601. Managing collections
- 2602. Custom attributes
- 2700. Places/Organizations/Persons
- 2701. Languages
- 2702. Currencies
- 2703. Countries
- 2704. Partner classifications
- 2705. Roles
- 2706. Persons
- 2707. Groups
- 2708. Organizations
- 2800. General
- 2801. Item lifecycle phases
- 2802. Product families
- 2803. Sequences: Identifier
- 2804. Sequences: Revision
- 2805. Unit of Measure categories
- 2806. Units of Measure (UoM)
- 2807. Transforms
- 2808. Views
- 2900. Documents
- 2901. Media/locations
- 2902. Document types
- 3000. Parts
- 3001. BOM type codes
- 3002. Handling/storage categories
- 3003. Make/buy categories
- 3004. Material categories
- 3005. Material constraints
- 3006. Materials
- 3007. Recovery methods
- 3008. Part types
- 3100. Changes
- 3101. Change classifications
- 3102. Change priorities
- 3103. Change reasons
- 3104. Disposition actions
- 3105. Disposition locations
- 3106. Problem sources
- 3107. Change forms
- 3108. Custom collections
- 3200. Other reference topics
- 3201. Keyboard shortcuts
- 3202. PLM software glossary
- 3203. Windows update service
- 3300. Software licenses & legal notices
- 3301. PDXpert license agreement
- 3302. PDXpert end user license terms
- 3303. Other software licenses
- 3304. Legal notices