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PLM DMS - DC Phasen Controlling combines document phase and document purpose

PLM DMS - DC Phasen Controlling combines document phase and document purpose

Message of: 19 November 2019

Project processing (revision procedures) can be divided into a fixed sequence in DocWorkState, such as basic engineering, detail engineering, etc. Subordinate document purposes, such as "for review", "for approval" or "for attestation", etc., describe what is to happen to the document, also in a fixed order.

Within the framework of DC Phase Controlling, the DocWorkState now becomes the "DC Phase" and the document purpose becomes the "Action" package. For each "Action" package there is a ToDo template that controls the revision process. This is assigned to the action package.

The combination of a DC phase with the different "action" packages results in a DC structure tree.
The DC phases link the individual steps in the project flow with the PLM project management and ensure that the stored documentation has passed through the individual processing steps of the revision procedure in a controlled manner during the project flow.

PLM Office / DMS - alignment of the structure trees in PLM Office and PLM-DMS

PLM Office / DMS - alignment of the structure trees in PLM Office and PLM-DMS

Message dated: 14 May 2019

Selection records in DMS are controlled via a structure tree, which is divided into a "project structure" and an individual "user structure".

Analogous to this, the structure tree in PLM Office has been extended, which now offers improved sorting options for all Office objects such as email, fax, transmittal, appointments, protocols etc. The extended structure tree can now also be used in the mail wizard. The Mailwizard is part of the PLM Outlook plug-in and is used for exporting emails to PLM Office.

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