In Work
New CAD models are created in the In Work state. A CAD model's name
can be automatically generated or calculated by the owner. In either case the
Create New CAD model page is used to generate the CAD model and connect it to
the appropriate ECO and part objects.
The owner performs whatever CAD work is necessary to generate the new
file(s), then checks them into the object and promotes it to the Frozen state.
As the CAD model leaves the In Work state, the following checks are
fired:
- The CAD model must have a file connected.
- If the CAD model is connected to a part as a specification, the CAD
model must be connected to a change action or change order. Only one CA can be
connected to the CAD model with "For Release" as the Requested Change value.
- All earlier revisions of this CAD model must be at the Released
state.
If these checks pass, the CAD model will be promoted to the next
state.
Frozen
The CAD model is reviewed and approved from the Frozen state by the
Responsible Manufacturing Engineer. The review should include viewing its
file(s). The permissions in this state do not allow any new files to be checked
into the CAD model. Once the Responsible Manufacturing Engineer is satisfied
that the CAD model correctly defines the part(s) it is intended to specify,
s/he promotes it to the Released state. The owner is also allowed to promote if
the owner belongs to the same project and organization.
If the CAD model is connected to a part with the "Part Specification"
relationship, then there must be a CA connected to the CAD model before it can
be promoted to the Released state. No associated CA is necessary if the CAD
model is not connected to a part, or if it is connected to a part with the
"Reference Document" relationship only.
Note:
Users with the Author role cannot promote development phase parts,
production phase parts, CAD models, CAD drawings, drawing prints, or part
specification from Frozen to Approved.
Approved
After the CAD model enters the Approved state, all proposed changes
connected to the CAD model's CA are checked to see if they are also in the
Approved state. If all proposed changes are in the Approved state, the CA is
automatically promoted to the Frozen state. If any single proposed change
connected to the CA is in a state prior to Approved, the CA is not promoted to
the Frozen state.
Note:
Users with the Author role cannot demote development phase parts,
production phase parts, CAD models, CAD drawings, drawing prints, or part
specification from Approved to Frozen.
Released
As a CAD model enters the Released state, an Action fires that
disconnects all Part Specification relationships between the previous revision
of this CAD model and its parts then connects identical Drawing Specification
relationships between those same parts and this CAD model. This process has the
same effect as if float were defined on the TO end of the Part Specification
relationship.
Another Action also fires as the CAD model enters the Released state
that automatically changes the owner of the CAD model to be a special user in
the system, "Corporate." This locks down the CAD model so no additional changes
can be made and it removes the CAD model from the engineer's desk.
In the Released state, no disconnections of any relationships are
allowed. Connections are however permitted to CR objects that want to revise
the CAD model.
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