PDXpert PLM Software
Training Tutorial
PDXpert PLM Software: Change workflow setup
In this tutorial, we'll walk through the steps for configuring the engineering change form's workflow. This includes establishing the email account for sending workflow notices, assigning persons to reviewing groups, and adding these groups (and perhaps observers) to a change form template.
You must have a role with administrator permissions to perform these steps. The lesson assumes you know how to perform basic Collection Explorer tasks such as adding, opening, and modifying collection members.
More detailed information about using the Roles, Persons, Groups and Change Forms collections can be found in the related application help topics or in the on-line help guide. Our application notes may also be useful for designing your change forms and workflow.
Learning to use PDXpert software
- Lesson 0: Install the PDXpert PLM server and client workstations
- Lesson 1: Log into PDXpert
- Lesson 2: Enter the software license key
- Lesson 3: Create document record with file attachment
- Lesson 4: Create a design part with CAD file attachment
- Lesson 5: Create purchased part with approved source
- Lesson 6: Create an assembly (bill of materials) with References assembly drawing
- Lesson 7: Release design using change notice & workflow
- Lesson 8: Report/export product data
