Advanced Workflow - User Essentials

Automatically creating a new EC record. The administrator can configure the environment to automatically create an IR , ECR or ECN record during a document’s life-cycle events. For example, the administrator may configure the environment to automatically create an IR record when a document is incremented to its first Major revision and to automatically create an ECN record when a document is incremented to any Major revision after its first Major revision.

If the administrator configures the environment to automatically create an IR record when a document is incrementing to its first Major revision, the user will be presented with a dialog similar to the following:

This dialog is used to determine if a new IR record is to be created or an existing IR record is to be modified by including the selected documents. Adding to an existing IR record is useful if the user would like to use a single IR record to include multiple components.

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