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.
Help styles
On the Contents list of this help guide, you'll see icons that represent:
A group of related topics (a "chapter"). Click on the 
to expand the group and show the topics.
A help topic. Click on the title to show the topic in the right panel.
In describing this application, a help topic may show these styles:
- Key is a key that you press on your computer's keyboard.
- System data is shown by the application or operating system. For example, it's used in the main window's status bar.
- Item contains a complete item, collection member or tool. It's shown in theworkspace.
Page selects one page of information, typically on a form as apage selector ("tab"). A Topic page that contains aRelated page may be shown in this guide as Topic: Related
- Explorer selects the Collection Explorer or Item Explorer. It's shown in theExplorer selectors.
- Group Node ◢ Node shows a "navigation tree" group node to expand, and a node to select.
Default collection member in the Collection Explorer.
Inactive collection member in the Collection Explorer.
- Data label shows the name of a data entry field or selection, or is instruction text.
- Data entry is the data that you type or otherwise provide.
- Menu ➔ Command shows the menu to click, and the command to select.
- Selected value shows a selection from a list of choices in a dropdown list.
- This is a checkbox It may be marked (true or yes) or not (falseor no).
- This is a radio button It shows one selection from a limited set of options.
- Button causes an action when it's clicked with your computer mouse. The action may also be caused by a keyboard key, such as Enter or Esc.
Notes provide special information:
A warning identifies areas that require extra caution to prevent damaging your data.
Understand the effects of your action. If you need to explore possible results, use a separate test environment.
Some actions cannot be reversed or undone, so back up your data before you begin.
A note directs your attention to important issues and PDXpert business rules.
A tip may make your PDXpert use more productive, but it's not essential to successful operation.
Pending
Released
Canceled
Document
Pending
Released
Canceled
Part
Pending
Released
Canceled
Change form- Summary status:
In-work status
Released or completed status
Canceled or rejected status- In work:
Originated
Submitted to analyst
Routed for approval
Held awaiting more information
Stopped after disapproval, wait for an analyst to select the next step 
Accepted, and waiting for analyst final review- Success:
Released. All reviewers approved the change. The analyst completes the change.
Completed. The affected items are dispositioned.- Failure:
Canceled, after a reviewer disapproved. The analyst deletes the change.
Rejected, after a reviewer disapproved. The change form is kept permanently.
Approve
Disapprove
Hold
Change releases iteration
Change cancels iteration
Iteration disposition row
Show/hide home items
Show/hide partner items- Show/hide parts
- Show/hide documents
Collapse list to hide details
Expand list to show details
Add disposition button.
Delete disposition button⟣ Releasing affected item
⟡ Releasing and canceling affected item
⟢ Canceling affected item
Executing
Advisory
High
Normal
Low
Email ready
Email blocked
Email failed
≡ Page has data
Error, such as missing or duplicate record
Warning, such as duplicate collection abbreviation
Related topics
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