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en:training_workflows [2020/02/03 14:32] – created dgroezingeren:training_workflows [2023/04/25 10:59] (current) – external edit 127.0.0.1
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-====== 7. Release process ======+====== 6. Release process ======
  
-===== 7.1 Fundamentals =====+===== 6.1 Fundamentals =====
  
 In Teamcenter, processes (workflows) are implemented for several release levels. A release of a revision in Teamcenter means that this revision can no longer be changed and receives a certain status. In addition, a release date and the releasing person are noted on the revision and a neutral format generation takes place, where the formats can be selected. Possible formats are JT, PDF, Tiff, STEP, IGES, DXF and DWG.  In Teamcenter, processes (workflows) are implemented for several release levels. A release of a revision in Teamcenter means that this revision can no longer be changed and receives a certain status. In addition, a release date and the releasing person are noted on the revision and a neutral format generation takes place, where the formats can be selected. Possible formats are JT, PDF, Tiff, STEP, IGES, DXF and DWG. 
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 A distinction is made between "initial release" and "subsequent release". With the first release, a revision of a part is set to the status "PS" for the first time; this does not have to be revision 00, since only the status "ER" can be set beforehand. For a follow-up release, a change is mandatory so that the changes can be tracked.  A distinction is made between "initial release" and "subsequent release". With the first release, a revision of a part is set to the status "PS" for the first time; this does not have to be revision 00, since only the status "ER" can be set beforehand. For a follow-up release, a change is mandatory so that the changes can be tracked. 
    
-===== 7.2 Engineering Release (release after "Er") =====+===== 6.2 Engineering Release (release after "Er") =====
  
 During release, certain conditions are checked without which the workflow does not start. These are conditions for a design release: During release, certain conditions are checked without which the workflow does not start. These are conditions for a design release:
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-==== 7.2.1 Release with Reviewer ====+==== 6.2.1 Release with Reviewer ====
  
 When releasing according to ER, you also have the option of specifying a "Reviewer", i.e. releasing according to the "4-eye-principle". To do this, select "Peer Review" instead of "Self Review" in the release dialog. When releasing according to ER, you also have the option of specifying a "Reviewer", i.e. releasing according to the "4-eye-principle". To do this, select "Peer Review" instead of "Self Review" in the release dialog.
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-===== 7.3 Engineering Release (release after "Er") for parts with AutoCAD drawing =====+===== 6.3 Engineering Release (release after "Er") for parts with AutoCAD drawing =====
  
 The approval process of a part with an AutoCAD drawing is essentially identical to the approval process of all other parts. The only difference is that a Tiff is always generated from the AutoCAD drawing.  The approval process of a part with an AutoCAD drawing is essentially identical to the approval process of all other parts. The only difference is that a Tiff is always generated from the AutoCAD drawing. 
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-===== 7.4 Serial release (release after "SE") =====+===== 6.4 Serial release (release after "SE") =====
  
 When you release a series, that is, release it to status SE, the data is transferred to SAP. The material master, structure (if available) and documents (info records and files) are transferred. When you release a series, that is, release it to status SE, the data is transferred to SAP. The material master, structure (if available) and documents (info records and files) are transferred.
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-===== 7.5 Changes and release after changes =====+===== 6.5 Changes and release after changes =====
  
 If a part that already has series release is to be released again after a change, a change notice is required. In general, this is also referred to as a change.  If a part that already has series release is to be released again after a change, a change notice is required. In general, this is also referred to as a change. 
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-==== 7.5.1 Adding participants ====+==== 6.5.1 Adding participants ====
  
 In order to be able to work on a change, you must be assigned to it as a participant. The person who created the change can assign participants with different roles to it. For the sake of simplicity, we at FFG will only use the role "Change Contributor".  In order to be able to work on a change, you must be assigned to it as a participant. The person who created the change can assign participants with different roles to it. For the sake of simplicity, we at FFG will only use the role "Change Contributor". 
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 Then press "OK". Then press "OK".
  
-==== 7.5.2 Solution Items and Problem Items ====+==== 6.5.2 Solution Items and Problem Items ====
  
 A change is used to track changes under a common change number. Due to changes, so-called "solutions" are created and assigned to the change. The items to be changed (i.e. those that cause "problems") are assigned to the change as "problems". In this example, revision 00 is a "problem" and revision 01 is the "solution". New parts that do not have a previous revision can also be created as part of a change.  A change is used to track changes under a common change number. Due to changes, so-called "solutions" are created and assigned to the change. The items to be changed (i.e. those that cause "problems") are assigned to the change as "problems". In this example, revision 00 is a "problem" and revision 01 is the "solution". New parts that do not have a previous revision can also be created as part of a change. 
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 Then you can release the "Solutions". Note that it is not the Change itself that is released, but the "Solutions" it contains.  Then you can release the "Solutions". Note that it is not the Change itself that is released, but the "Solutions" it contains. 
  
-==== 7.5.3 Start of the release process ====+==== 6.5.3 Start of the release process ====
  
 To release, select one or more revisions of the "Solutions" and press "Ctrl+P" or "Ctrl+P". To release, select one or more revisions of the "Solutions" and press "Ctrl+P" or "Ctrl+P".
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-==== 7.5.4 Review and Release ====+==== 6.5.4 Review and Release ====
  
 When you receive a share request, select the appropriate task in your worklist and press the "Perform" button.  The dialog for sharing opens. When you receive a share request, select the appropriate task in your worklist and press the "Perform" button.  The dialog for sharing opens.
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-===== 7.6 SAP transfer ("Growing bill of materials") =====+===== 6.6 SAP transfer ("Growing bill of materials") =====
  
-==== 7.6.1 Introduction ====+==== 6.6.1 Introduction ====
  
 Even during the development process, bills of material can be transferred to SAP without actually being released. In this case, parts and bills of material are not write-protected and can be processed further.  Even during the development process, bills of material can be transferred to SAP without actually being released. In this case, parts and bills of material are not write-protected and can be processed further. 
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-==== 7.6.2 Starting the SAP update ====+==== 6.6.2 Starting the SAP update ====
  
 Select one (or more) revision(s) to be transferred to SAP. You can do this in the Teamcenter Navigator or in the Structure Manager. Select one (or more) revision(s) to be transferred to SAP. You can do this in the Teamcenter Navigator or in the Structure Manager.
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 {{ :uc_approvalprocess_en_047.png?direct |}} {{ :uc_approvalprocess_en_047.png?direct |}}
 +
 +===== 6.7 standard and purchased parts =====
 + 
 +==== 6.7.1 Basics ====
 + 
 +The concept of standard and purchased parts provides that a designer can first create such parts himself. When these parts are released, they are "handed over" to the standards body, i.e. they are assigned to the group (KV) "ST" and are also marked "Standard part = Yes" or "Standard part = Yes". 
 +
 +The actual approver is always the standards body, i.e. a person from the group/role "ST.FFG/Design-Admin". This person also has the option of editing the part before releasing it, if necessary, or rejecting the release to the initiator.
 + 
 +==== 6.7.2 Release of standard and purchased parts by the design engineer ====
 +
 +=== 6.7.2.1 Start of the release process ===
 +
 +As a designer, you create a part in the familiar way. This part belongs to your current group (KV), e.g. EI.FFG.
 +
 +{{ :uc_handling_standard_purch_parts_en_001.png?direct |}}
 +{{ :uc_handling_standard_purch_parts_en_002.png?direct |}}
 + 
 +To release a standard or purchased part, select one or more item revisions and press Ctrl+P.
 +
 +{{ :uc_handling_standard_purch_parts_en_003.png?direct |}}
 + 
 +In the following dialog select the workflow "FFG 09 Series - Standard Parts".
 +
 +Press "OK".
 +
 +You will see the workflow under "Task to Track" and can follow the process there.
 +
 +{{ :uc_handling_standard_purch_parts_en_004.png?direct |}}
 + 
 +This concludes your work as a designer for the time being.
 +
 +==== 6.7.3 Release of standard and purchased parts by the standard authority ====
 +
 +All persons of the standards bodies, i.e. with the group/role "ST.FFG/Design-Admin", receive a release task in their "Worklist". 
 +
 +{{ :uc_handling_standard_purch_parts_en_005.png?direct |}}
 + 
 +A person in this group/role must now edit this task further. 
 +
 +Select the task and press the "Peform" button.
 +
 +{{ :uc_handling_standard_purch_parts_en_006.png?direct |}}
 + 
 +In the following dialog press on the "Decision" entry in the line with your account. 
 +
 +=== 6.7.3.1 Release / Approve ===
 +
 +Press "Approve".
 +
 +Press "OK".
 +
 +You have now taken over the further processing of the task. 
 +
 +Note that the part now belongs to the "ST" group and has been assigned the identifier "Normeil=Yes" or "Standard Part = Yes".
 +
 +In addition, the group (KV) has been given write authorization for the part. 
 +
 +{{ :uc_handling_standard_purch_parts_en_007.png?direct |}}
 +
 +If necessary, make modifications to the revision. You can change the attributes or make constructive changes so that the part corresponds to the specifications of a standard or purchased part.
 +
 +{{ :uc_handling_standard_purch_parts_en_008.png?direct |}}
 + 
 +Now select the task in the worklist.
 +
 +Press the "Perform" button in the menu bar.
 +
 +Select "Complete".
 +
 +Press "OK".
 +
 +If necessary, neutral formats are generated and the parts then receive the status "SE (Series)".
 +
 +{{ :uc_handling_standard_purch_parts_en_009.png?direct |}}
 + 
 +=== 6.7.3.2 Reject ===
 + 
 +If release is not possible from the standards body, the workflow can be rejected with the "Reject" decision to the designer.
 +
 +Select the task and press the "Perform" button.
 +
 +{{ :uc_handling_standard_purch_parts_en_010.png?direct |}}
 + 
 +Select "No Decision" and select "Reject" in the following dialog.
 +
 +Press "OK".
 +
 +The designer receives a new task in the "Worklist". Note that you now also have write permissions to the parts in the workflow again.
 +
 +If necessary, make changes to the parts.
 +
 +{{ :uc_handling_standard_purch_parts_en_011.png?direct |}}
 + 
 +To release the task again, select the task and press the "Perform" button.
 +
 +{{ :uc_handling_standard_purch_parts_en_012.png?direct |}}
 + 
 +In the following menu, select "Repeat| Retry".
 +
 +Press "OK".
 +
 +The workflow continues and the persons of the standards authority receive the task again for release in their worklist.
 +
 +Note: If you select "Cancel | Cancel", the workflow is terminated in a controlled manner and no release takes place. The part(s) can later be re-set in the release process.
 + 
 +==== 6.7.4 Release of standard parts and purchased parts the standard position ====
 + 
 +If standard and purchased parts have been created by the standards body itself, they can be released with a simplified workflow.
 +
 +The assumption is that when the process is initiated by a person from the standards body, the necessary prerequisites for approval are fulfilled and no further testing or processing is required. Only the technical prerequisites necessary for release are checked, such as mandatory attributes.
 +
 +
 +
 +In the group/role "ST.FFG.Design-Admin" select one or more parts to be shared.
 +
 +{{ :uc_handling_standard_purch_parts_en_013.png?direct |}}
 + 
 +Press "Ctrl+P".
 +
 +Select the "FFG 09 Series - Default Parts" workflow.
 +
 +Press "OK".
 +
 +{{ :uc_handling_standard_purch_parts_en_014.png?direct |}}
 + 
 +No further entries are necessary. If necessary, neutral formats are generated and all objects are released with the status "SE (Series)".
 +
 +{{ :uc_handling_standard_purch_parts_en_015.png?direct |}}
 +
  

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