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Figure 3.3

 A new window is opened containing information boxes for your part. Fill out any information. Your new part has appeared in the recent parts tab.

 

 

 

 

 

Chapter Four:

Creating an Assembly part and a first glance look at managing a BOM.

 

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Figure 4.1 Click on the new object tab from the main screen. Click new part. Select “Assembly”

 

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Figure 4.2 Fill out any information and then click on the bill of materials tab.

 

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Figure 4.3 To add an item to the bill of materials, use the mouse to click an drag any object into the bill of materials tab.

 

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Figure 4.4 Click on the Mode drop down list. Select edit.

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Figure 4.5 Select the quantity of the item.

 

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Click save.

You can drag any number of items into the bill of materials.

 

 

Chapter Five:

Creating your first change order

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Figure 5.1 Click on the new object tab located on the upper right hand of the screen and select ECO.

 

Macintosh HD:Users:Joey:Desktop:Screen Shot 2015-07-01 at 4.53.07 PM.pngFigure 5.2 Enter a Change order number. Click Create

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Figure 5.3 Assign a workflow. Select a Change Analyst. Include a short description.

 

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Figure 5.4 Workflows are customizable by the admin. The Change analyst moves the item through the lifecycle process.

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Figure 5.5 Select the workflow tab. This is a visual representation of the workflow used by a change object.  Each change (e.g., MCO, ECO, etc.) can have a different Admin user defined flow.  These flows represent the email notifications to be sent at each stage to an approver or observer.  The change analyst can ‘jump’ to a desired stage in the flow by double clicking on the proposed step.  Once the change has been released, it can’t be modified by anyone – the items on the affected items tab now assume the new lifecycle status and the new revision (proposed in the ECO) is now permanent.

 

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Figure 5.6 Select the affected items tab. Click and drag an item into the boxed area.

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Figure 5.7 Click on New Rev tab and enter a new Revision for that item.

 

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Figure 5.8  Routing the change:

To route this change for approval, click on the “promote” button on the workflow tab.  Enter some comments. Choose any number of approvers review and approve the request. Press ok.  You can also repeat this for observers.  An approver should approve versus an observer does not approve a change.

Macintosh HD:Users:Joey:Desktop:Screen Shot 2015-07-01 at 6.55.13 PM.pngFigure 5.9 A request will appear in all of each of the approvers inboxes. The change orders details can be referenced by click on items in the inbox. From then they choose between the Approve or Reject options.

Items move throughout this process until they are released.


 

Chapter Six:

Quick Redlining Tutorial

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Figure 6.1 A released item is changed through a process of redlining. Click on an affected item in your change order. A new window will pop up. Through this window you can add and delete parts, as well as change the quantity of other items.

 

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Figure 6.2 Through the revision drop down box we can see all the different revisions made to the item being redlined.  By selecting the two upper tabs, you can redline BOMs, manufactures as well as attachments.

Chapter Seven:

Creating a Manufacturer and a Manufacturer Part

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Figure 7.1 Click on the new objects tab. Select Manufacturer.

 

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Figure 7.2  Select the type and enter the manufacturer name. Click Create.

 

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Figure 7.3 Fill out any necessary information. Click Save. Exit the window.

 

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Figure 7.4 Once you have a manufacturer, you can create a manufacturer part.  Click on new objects.  Select the manufacturer part option.

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Figure 7.5 Fill out the required forms. Click create.

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Figure 7.6 Fill out the information fields as well as any other additional information on the other tabs. (Creating attachments, etc.)

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Figure 7.7 Select and drag the Manufacturer part into the AML tab of a part.

 

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Figure 7.8 The Manufactured Part is now added to the part.

To add a supplier (vendor) to the manufacturer you need to make the manufacturer part active, then drag and drop a supplier onto the Suppliers tab on the Manufacturer Part object. Create_Supplier_connection.PNG

See below after the ‘drag and drop’ or you may click the Add button on the supplier tab.  The Order Number is a required field.  It needs to be filled in after you’ve added the supplier.

Supplier-est.PNG

 

Note: a manufacturer is the OEM (original equipment manufacturer) or company that makes the part.  The supplier is the entity which sells and delivers the part to the customer.

 


 

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).