Advanced Workflow - User Essentials

Introduction - Example

NOTE: In the following example, the environment is configured with the standard three-tier revision scheme: • PreRelease Revisions: Numeric (00, 01, 02, etc.) • Major Revisions: Alpha (A, B, C, etc.) • Minor Revisions: Alpha/Numeric (A.01, A.02, A.03, etc.) NOTE: Much of the following behavior is configurable by the administrator and the following is just representing a “typical” example. First, a new part is registered within MechWorks PDM – likely from a standard SAVE-AS process and as seen from the following figure it is in a CHECKED-IN state at revision 00:

Within this environment, PreRelease revisions represent conceptual revisions and documents are not “ released for production ” until their first Major revision. Therefore, users can create and approve as many PreRelease revisions as needed without creating an IR record and as seen below, the part is currently RELEASED at revision 02:

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