Chapter Eight: 
Additional User Interface actions

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Figure 8.1  Generate a new number button.

If you have the necessary permission, the ‘Create Part” menu is enabled.  The part number will be based on the part type (subclass).  There may be a need to create a new number other than the one that you’re proposed in the above image.  The button for this is the green flag icon.  Part numbers can either be manually applied or generated automatically by pressing the flag icon.

 

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Adding Attachment Files:  simply drag and drop files from the system to the Attachments tab area.

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Figure 8.2 The attachments tab will hold any file types. Click and drag your files into the box.  If you’d like to check out the file once it has been ‘vaulted’ or stored in the system, click on the blue dot.  Checking out the file opens it for edit and allows the user to update and check it back in as a new version.  Otherwise, to open or download the file, just click on the gear icon (left most icon) and the file will be opened by the associated program.

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Figure 8.3 Click on the Log tab. It’s the furthest to the right tab. This tab keeps track of any changes made to the item you are working on.  It is used for tracking design details and the evolution of the product.  The information on this tab is non-modifiable by the user or administrator and can be helpful in gaining certifications for product development (e.g., FDA certification).