M Givens DesignnDrafting Group 252013 Agenda Initiators POV SwimLane view of the electronic workflow General steps taken by Initiator New Promotion Request The 3 or 4 Pages ID: 689669
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Slide1
Windchill Release Process
M. Givens
Design-n-Drafting Group
2/5/2013Slide2
Agenda…Initiator’s POV“Swim-Lane” view of the electronic workflowGeneral steps taken by Initiator
‘New Promotion Request’The 3 (or 4) PagesThe ‘Rework’ ideaApprover’s POVNotifications
Task Page
Promotion Request Page
How to get to the DrawingsChoices availableSummary
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InitiatorsCalled Initiators because they begin the Promotion Process.
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Things No Longer NecessaryNo more publishing to pdf’s or combining them
No more pulling back down into a Workspace after final check-inNo more exported text files and Excel cover sheetsNo more regen’ing
to make sure the drawing shows a state it really isn’t in yet
No more ICMS data entry
No more PRINT_REL !!
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Workflow, at a glance…
Yes
No
Yes
No
Yes
No
Yes
Yes
Yes
No
No
No
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The Actual Workflow: Approvers
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So what DO “initiators” do?Make sure your files are readyMake sure the Promotion Request contains all pertinent files for that Approval
Make sure those files are chosen for PromotionMake sure you choose a Responsible EngineerMake sure you choose his/her Group Leader/Project Leader/CAMHandle the Rework if necessary
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Files Ready? (Pre-Promotion)First of all, is the work done?
The Standards is a checklist for actual presentationUsing the new titleblocks
?
Drawing Program: does it exist in every
drw?Do-Not-Tool Symbol: visible in every
drw?Are all drw’s
Published?
If you can’t see it, neither can an Approver
Metadata
Does the drawing’s match the model’s?
Is everything filled out?
Are they the same Revision?
Check-In
All files must be checked in
Windchill will watch iterations!
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Workspace icons …
AssemblyPartDrawing
Format
There’s also:
Out-of-Date
Modified Status
Local WS Status
General Status
File is Ineligible for Upload
File
needs to be Uploaded
File is locked (read-only) in the workspace
File is checked-out to YOU
File is checked-out to YOU but in a different workspace
File is checked-out by someone else
File is brand new
File is Out-of-Date, a new iteration exists in Commonspace
(using the “
Atrribute_Vu
” Table View)
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Criteria for PromotionDecide what would best make a release packageThink of it as you would the ICMS’ DRP package
Are you just trying to get piece parts Released?Are you encompassing the whole of your project in one promotion?You cannot think of it as “Pushing to Pending
” anymore
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1
st
Step: New Promotion Request
Several
ways to do
this:
Promotion
Requests
can
be a
group
function
Use the
Multi-Filename
Search
Include all pertinent files in your search criteria
Then select all, click on
Select
New
and then
New Promotion Request
Or handle all your files in the Promotion Request window itself
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1
st
Step:
(continued…)
Finding a File in a Folder…
Using in a
Multi-Filename Search…
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2nd Step: ‘New Promotion Request’ Window Type
4-Step window…
More common 3-Step window…
Pick “APS Product”
Only necessary if you don’t see “APS Product” in the dropdown
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3
rd
Step: Setting Attributes
Important Stuff
Name
:
t
his gives an Approver an idea of what your package is all about
Description
:
Optional, but again it’s more info for an Approver
Apply default collection
:
This is the old Dependency property
Our default is “All”
Includes all parts, sub-assemblies, and drawings
The first of 3 (
or the 2
nd
of 4
) pages of the Promotion Window
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4th Step: Selecting Promotion Objects
The All-Important page!Select only those objects for promotion
The second of 3 (
or the 3
rd
of 4
) pages of the Promotion Window
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4th Step: Selecting Promotion Objects
The All-Important page!Select only those objects for promotionNice feature is the Table View called “Promotion Candidates”This will show you only what you are going to promote
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The Actual Workflow: Approvers
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5th Step: Choosing Approvers“Participants” = Approvers
You only have to pick 2Responsible EngineerGroup Leader\Project Leader\CAMNot Brian, the engineer’s Group Leader
Note column headings !
Put a check mark next to the name of the person to fill that role
Easiest way: use the Find in Table box
The last of the pages of the Promotion Window
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5th Step: Choosing ApproversUsing the Find in Table box…
Responsible Engineer
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5th Step: Choosing ApproversUsing the Find in Table box…
Responsible EngineerEng Group Leader Approver (Project Leader/CAM)
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5
th
Step: Choosing Approvers
As a check, use the Table View called “Selected Participants”
The two or more people you chose
The roles themselves may show up but will be greyed out.
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6th Step: Set it in MotionJust click the
Finish button on the bottom
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Monitoring the Plight of a Promotion RequestHow do you find out the status of an entered Promotion Request?Anyone can do this (Initiator, Approver, Admin…)
Go to the Promotion Request’s Info PageGo to the Process
Tab
Cursory glance, use
Process StatusIn-Depth (and graphical), use
Routing/Process History
Right-Click on the orange line and choose
Open Process Monitor
Approver’s Decision
Approver’s Comments
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Monitoring the Plight of a Promotion RequestThe Process Manager looks like this:
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The Actual Workflow: Rework Section
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What about Rework?
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ReworkPurpose: It’s for simple changes
You forgot a noteYou missspelled somethingA dimension is missing
A drawing (and model) need a title change
What it is NOT for:
Anything that involves an addition or deletion to the collection of initially chosen itemsNo renaming anythingNo adding a component or drawing or even a weldment piece
As an Initiator, you have the ability to reject your own requestIf you find the changes require a reorganization of your assembly or a brand new part, you have a
Reject
on your task page
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Rework: What Happens…In the middle of approvals, a
Rework is deemed necessary1st event to happen: tasks yanked (not e-mails unfortunately…)
2
nd
event: all objects are demoted back to WIP3rd event:
Tasks and E-mails4th event: the workflow waits for user input
It suspends until you handle your Rework Task
5
th
event: you’ve done the editing AND YOU’VE CHECKED-IN THE WORK! In the Rework Task, hit
Submit
6
th
event: all objects returned to PENDING state
7
th event: begins the Approval part of the workflow over againWC_Release_Process.pptx28Slide29
ApproversBare minimum, 5 people to review the drawings included in a Promotion Request.
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The Actual Workflow: Approvers
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Role you are called upon to play
Approver Notifications
Typical E-mail
Link to the Windchill Task
The Initiator
(your name will appear here…)
Your Due Date
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Shortcuts to the tables
Approver Notifications
Windchill Task
Link to the
actual Task
Promotion Request’s Number
The Request’s subject line
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Approver Notifications
Either one gets you to the Task Page
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Approver’s Task PageWhere an Approver actually makes the decision
The way to get to the actual Promotion Objects!
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Actual Review PracticeYou have to come back to the Task Page, Duplicate the browser tab so that you canYou can always go back to your e-mails or Home Page Task link to get back here
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The Promotion Request PageDetails
TabIn the Attributes Section, you find the Pkg Description
Where to find the actual Promotion Objects
Process
TabMembers –place to find who was chosen for what roleRouting/Process History -tons of info with a graphical representation that steps you through your live workflow
Discussions
History
Tab
Ignore this
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The Promotion ObjectsOn the Details
Tab and all the way on the bottom
Table View
“Promotion Objects” (default)
Shows all objects
Table View
“Promotion Objects – but only DRW’s” (filter)
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Viewing the DrawingsRight-Click on each one, choose Open in
Creo View
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CreoView
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Comments SectionUse it for Rework
directions and Reject
complaints
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Completing the Task
This happens at the bottom of the Task Page
Choose One
Click to Finish
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In Summary…InitiatorsIt’s all about the Promotion Request
All drw’s and files necessaryApproversLinks, links, links…
Link to the Task
Link to the Promotion Request
Links to the Drawings3-ChoicesApprove, Reject, Rework
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Thank you for your attention . . .WC_Release_Process.pptx
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