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Return transmittal from an input transmittal

Return transmittal from an input transmittal

 
Message from: July 2021

A new function "Return Transmittal" has been developed in the ToDo, which automatically generates a new transmittal when the ToDo is completed.

 

 

 

The return means of transport generated from the incoming means of transport after completion of the ToDo contains the documents of the incoming means of transport, whereby the sender and recipient are swapped. Further processing of the new transmittal takes place as usual. Further documents (redlining / comment reports, test certificates, etc.) can be added to the transmittal via the DMS document status dialogue.

Create Transmittal from PLM e-mail with DMS documents

Create Transmittal from PLM e-mail with DMS documents

Message from: April 2021

Most documents for verification are sent by email or post. These can now be directly integrated into the Transmittal process.

 

Emails can be checked directly into the Office via the Planet Outlook plugin. From the email or mail environment of the PLM Office, the documents can be transferred directly to DMS via DCI or assigned to a transmittal. In the Office Manager, the Transmittal tree is called up via the Transmittal No.. *.zip files are transferred directly to DMS and unpacked there.

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DMS Export Extension

DMS Export Extension

Message from: March 2021

The existing quick selection for exporting files from DMS has been extended by a function with which additional documents can be transferred beyond the revision.

These additional documents can be, for example, PDF original, redlining (RL), comment (CM) and testate (T). This additional functionality appears in a dialogue that can also be used for transmittal creation, i.e. both input and return transmittal. The transfer of the additional documents can also be made to an existing Transmittal or to a new ToDo to be created.

Transfer Document Control configurations to other projects

Transfer Document Control configurations to other projects

Meldung vom: April 2020

The project phases (e.g. basic engineering, construction, detail engineering) available in the Document Control Module for controlling the project execution, through which the revision procedure is controlled, offer extensive configuration options for a project.

To reduce configuration work when creating new projects, this module has been extended with a selectable copy function.
Now DC phase configurations can also be transferred to other projects and systems in a dialogue-driven manner.

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DMS and ToDo lists receive the IDC Interface Document Control procedure

DMS and ToDo lists receive the IDC Interface Document Control procedure

Meldung vom: March 2020

The IDC is a procedure for checking PDF files checked into PLM DMS during an external audit. In line with the control of the IDC procedure, the PLM Office ToDo administration has now been extended accordingly with functionalities such as redlining and comments on the check documents.

Within the framework of the workflow, employees with main responsibility can be assigned to the todo on a discipline-related basis. Furthermore, the redlining can be structured hierarchically according to task steps.

PLM DMS/DCI - DCC Favourites

PLM DMS/DCI - DCC Favourites

 
Meldung vom: November 2019

A new feature was implemented in both PLM DMS and DCI (Document Control Interface).

The DCC (Document Control Code) describes and classifies the type of documentation (e.g. FA010 for overview circuit diagram, FB030 for P&I flow diagram, FF040 for flow chart, etc.) In order to optimise the DCC selection, it is now possible to create a favourites list for certain DCC codes within a table. Both "employee" and "department" can be used as filters for the list.

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