Drawing Print Lifecycle

The drawing print is processed by moving it through the states in its lifecycle. For example, in the first state, a new drawing print or drawing print revision is created and connected to the appropriate change objects and part objects. The Design Engineer then performs whatever CAD work is required to generate the new file(s) and checks them into the drawing print object. The owner of the drawing print then promotes it to the Frozen state.

Only users with these roles within the same collaborate space as the drawing print can change its state:

  • Baseline: Author, Leader, or Owner role
  • App-specific : Component Engineer, Design Engineer, Senior Design Engineer, Product Obsolescence Manager, Part Family Coordinator

If the drawing print is in a route, the route may be set up to prevent the drawing print from being promoted until the route is complete.

The Drawing Print lifecycle includes these states:

This page discusses:

In Work

New drawing prints and new drawing print revisions are created in the In Work state. A drawing print's name can be automatically generated or calculated by the owner. In either case, the Create New Drawing Print or Create New Drawing Print Revision pages are used to generate the drawing print and connect it to the appropriate change objects and part objects.

The owner performs whatever CAD work is required to generate the new file(s), then checks them into the object and promotes it to the Frozen state.

As the drawing print leaves the In Work state, the following checks are fired:

  • The drawing print must be connected to a change action or change order. Only one CA can be connected to the drawing print with "For Release" as the Requested Change value.
  • All earlier revisions of this drawing print must be at the Released state.

If these checks pass, the Drawing Print will be promoted to the next state.

Frozen

The drawing print is reviewed and approved from the Frozen state by the Responsible Manufacturing Engineer. The review can include viewing its file(s). The permissions in this state do not allow any new files to be checked into the drawing print. Once the Responsible Manufacturing Engineer is satisfied that the drawing print correctly defines the part(s) it is intended to specify, 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 drawing print is connected to a part with the "Part Specification" relationship, then there must be a CA connected to the drawing print before it can be promoted to the Released state. No associated CA is required if the drawing print 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 drawing print enters the Approved state, all proposed changes connected to the drawing print'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.

A trigger is available (but is inactive, by default) to block CA proposed changes from being promoted to the Released state unless the connected CA is already in the Released 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 Drawing Print enters the Released state, an Action fires that disconnects all Part Specification relationships between the previous revision of this drawing print and its parts then connects identical Drawing Specification relationships between those same parts and this drawing print. 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 drawing print enters the Released state that automatically changes the owner of the drawing print to be a special user in the system, "Corporate." This locks down the drawing print so no additional changes can be made and it removes the drawing print 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 Drawing Print.

Note: Drawing prints connected to change-required development parts can be released without a change object.