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Tasks in "ToDo Redlining" receive a primary colour assignment

Tasks in "ToDo Redlining" receive a primary colour assignment

Message from: January 2021

The ToDo for redlining has been extended with functionalities that enable visual highlighting in the form of different colours to the user.

For this purpose, various templates for the ToDo, the ToDo control, the redlining and the configuration must be adapted. Tasks in the ToDo are identified by a primary colour assignment. The primary colour is taken from the workflow configuration. For the actual redlining, secondary colours can be defined to highlight changes in the drawing PDF.
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Keywords: Zeichnung | Redlining | To do | Dokument | P3D - 3D layout planning | Document organisation
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.

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Keywords: Document controlling | back office | IDC procedure | Comments | Redlining | Inspection documents | To do | Workflow
PLM DMS - archiving of correction processes in the revision-release procedure

PLM DMS - archiving of correction processes in the revision-release procedure

Meldung vom: October 2019

The revision procedure in PLM DMS can now archive the completed correction processes.
All audit steps passed in the revision procedure can generate correction processes with the corresponding information such as comments and / or redlining.
After the document has been released, all files created in this context are combined in a PDF. This PDF also contains bookmarks for the to-dos associated with the correction process.

Each todo is accompanied by a text file containing further information on the history such as date, signature, comments etc. This text file is used as header for the individual redlining files in the overall PDF.

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Keywords: history | Approval procedure | Archiving | archive | Revision | Check | Test steps | correction | Revision procedure | Redlining | To do
PLM DMS - Extension of the DMS revision release procedure

PLM DMS - Extension of the DMS revision release procedure

Meldung vom: October 2019

The PLM DMS revision release procedure has been enhanced with additional functionalities such as project processing phases and the document purpose.

This ensures a controlled workflow in the processing and testing of documents along the project processing phases. The testing and verification run is stored in a redlining ....RL.PDF document in DMS.

A PLM ToDo regulates the process of document testing in a template.

  • A - Accepted
  • B - Accepted with remark
  • C - Refusals
  • Sign
  • lRedlining
With these new possibilities, testing processes can be documented in terms of what and who triggered them.
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Keywords: Attestation process | DMS - document management | Approval procedure | Revision | Revision procedure | Redlining | To do | Revision process | Sign
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