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Windchill Release Process

Dive into the detailed process for initiating, drafting, and approving promotions in Windchill Release, streamlining workflows and eliminating unnecessary steps. Learn to prepare files, ensure completeness, select approvers, and promote objects effectively.

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Windchill Release Process

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  1. Windchill Release Process M. Givens Design-n-Drafting Group 2/5/2013

  2. Agenda… • Initiator’s POV • “Swim-Lane” view of the electronic workflow • General steps taken by Initiator • ‘New Promotion Request’ • The 3 (or 4) Pages • The ‘Rework’ idea • Approver’s POV • Notifications • Task Page • Promotion Request Page • How to get to the Drawings • Choices available • Summary WC_Release_Process.pptx

  3. Called Initiators because they begin the Promotion Process. Initiators WC_Release_Process.pptx

  4. Things No Longer Necessary • No more publishing to pdf’s or combining them • No more pulling back down into a Workspace after final check-in • No more exported text files and Excel cover sheets • No 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 !! WC_Release_Process.pptx

  5. Workflow, at a glance… Yes No No Yes Yes No No Yes Yes No No Yes WC_Release_Process.pptx

  6. The Actual Workflow: Approvers WC_Release_Process.pptx

  7. So what DO “initiators” do? • Make sure your files are ready • Make sure the Promotion Request contains all pertinent files for that Approval • Make sure those files are chosen for Promotion • Make sure you choose a Responsible Engineer • Make sure you choose his/her Group Leader/Project Leader/CAM • Handle the Rework if necessary WC_Release_Process.pptx

  8. Files Ready? (Pre-Promotion) • First of all, is the work done? • The Standards is a checklist for actual presentation • Using 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! WC_Release_Process.pptx

  9. Workspace icons … Modified Status Local WS Status General Status Out-of-Date • Assembly • Part • Drawing • Format • There’s also: • File is Ineligible for Upload • File needs to be Uploaded • File is locked (read-only) in the workspace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) WC_Release_Process.pptx

  10. Criteria for Promotion • Decide what would best make a release package • Think 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 WC_Release_Process.pptx

  11. 1st 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 Newand then New Promotion Request • Or handle all your files in the Promotion Request window itself WC_Release_Process.pptx

  12. 1st Step: (continued…) Finding a File in a Folder… Using in a Multi-Filename Search… WC_Release_Process.pptx

  13. 2nd Step: ‘New Promotion Request’ Window Type 4-Step window… Pick “APS Product” Only necessary if you don’t see “APS Product” in the dropdown More common 3-Step window… WC_Release_Process.pptx

  14. 3rd Step: Setting Attributes The first of 3 (or the 2nd of 4) pages of the Promotion Window Important Stuff • Name: • this 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 WC_Release_Process.pptx

  15. 4th Step: Selecting Promotion Objects The second of 3 (or the 3rd of 4) pages of the Promotion Window The All-Important page! • Select only those objects for promotion WC_Release_Process.pptx

  16. 4th Step: Selecting Promotion Objects The All-Important page! • Select only those objects for promotion • Nice feature is the Table View called “Promotion Candidates” • This will show you only what you are going to promote WC_Release_Process.pptx

  17. The Actual Workflow: Approvers WC_Release_Process.pptx

  18. 5th Step: Choosing Approvers The last of the pages of the Promotion Window “Participants” = Approvers • You only have to pick 2 • Responsible Engineer • Group Leader\Project Leader\CAM • Not 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 WC_Release_Process.pptx

  19. 5th Step: Choosing Approvers • Using the Find in Table box… • Responsible Engineer WC_Release_Process.pptx

  20. 5th Step: Choosing Approvers • Using the Find in Table box… • Responsible Engineer • Eng Group Leader Approver (Project Leader/CAM) WC_Release_Process.pptx

  21. 5th Step: Choosing Approvers • As a check, use the Table View called “Selected Participants” The roles themselves may show up but will be greyed out. The two or more people you chose WC_Release_Process.pptx

  22. 6th Step: Set it in Motion • Just click the Finish button on the bottom WC_Release_Process.pptx

  23. Monitoring the Plight of a Promotion Request How 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 Page • Go to the Process Tab • Cursory glance, use Process Status • In-Depth (and graphical), use Routing/Process History • Right-Click on the orange line and choose Open Process Monitor Approver’s Decision Approver’s Comments WC_Release_Process.pptx

  24. Monitoring the Plight of a Promotion Request • The Process Manager looks like this: WC_Release_Process.pptx

  25. The Actual Workflow: Rework Section WC_Release_Process.pptx

  26. What about Rework? WC_Release_Process.pptx

  27. Rework • Purpose: It’s for simple changes • You forgot a note • You missspelled something • A 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 items • No renaming anything • No adding a component or drawing or even a weldment piece • As an Initiator, you have the ability to reject your own request • If you find the changes require a reorganization of your assembly or a brand new part, you have a Reject on your task page WC_Release_Process.pptx

  28. Rework: What Happens… In the middle of approvals, a Rework is deemed necessary • 1st event to happen: tasks yanked (not e-mails unfortunately…) • 2nd event: all objects are demoted back to WIP • 3rd event: Tasks and E-mails • 4th event: the workflow waits for user input • It suspends until you handle your Rework Task • 5th event: you’ve done the editing AND YOU’VE CHECKED-IN THE WORK! In the Rework Task, hit Submit • 6th event: all objects returned to PENDING state • 7th event: begins the Approval part of the workflow over again WC_Release_Process.pptx

  29. Bare minimum, 5 people to review the drawings included in a Promotion Request. Approvers WC_Release_Process.pptx

  30. The Actual Workflow: Approvers WC_Release_Process.pptx

  31. Approver Notifications • Typical E-mail Role you are called upon to play Link to the Windchill Task The Initiator Your Due Date (your name will appear here…) WC_Release_Process.pptx

  32. Approver Notifications • Windchill Task Shortcuts to the tables Link to the actual Task The Request’s subject line Promotion Request’s Number WC_Release_Process.pptx

  33. Approver Notifications Either one gets you to the Task Page WC_Release_Process.pptx

  34. Approver’s Task Page • Where an Approver actually makes the decision The way to get to the actual Promotion Objects! WC_Release_Process.pptx

  35. Actual Review Practice • You have to come back to the Task Page, Duplicate the browser tab so that you can • You can always go back to your e-mails or Home Page Task link to get back here WC_Release_Process.pptx

  36. The Promotion Request Page • DetailsTab • In the Attributes Section, you find the Pkg Description • Where to find the actual Promotion Objects • ProcessTab • Members –place to find who was chosen for what role • Routing/Process History -tons of info with a graphical representation that steps you through your live workflow • Discussions • HistoryTab • Ignore this WC_Release_Process.pptx

  37. The Promotion Objects • On the DetailsTab and all the way on the bottom Table View “Promotion Objects” (default) Shows all objects Table View “Promotion Objects – but only DRW’s” (filter) WC_Release_Process.pptx

  38. Viewing the Drawings • Right-Click on each one, choose Open in Creo View WC_Release_Process.pptx

  39. CreoView WC_Release_Process.pptx

  40. Comments Section • Use it for Reworkdirections and Rejectcomplaints WC_Release_Process.pptx

  41. Completing the Task • This happens at the bottom of the Task Page Choose One Click to Finish WC_Release_Process.pptx

  42. In Summary… • Initiators • It’s all about the Promotion Request • All drw’s and files necessary • Approvers • Links, links, links… • Link to the Task • Link to the Promotion Request • Links to the Drawings • 3-Choices • Approve, Reject, Rework WC_Release_Process.pptx

  43. Thank you for your attention . . . WC_Release_Process.pptx

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