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PLM DMS can now insert analogue stamps into PDF documents right-controlled

PLM DMS can now insert analogue stamps into PDF documents right-controlled

Meldung vom: November 2019

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.

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

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

Meldung vom: 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 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.

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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