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Referenced By link between WTPart and EPMDocument

Referenced By link between WTPart and EPMDocument

A common use case for Weatherford is the need to associate/link an EPMDocument to a WTPart using a Referenced By link, exactly like the Reference By link already available between a WTPart and a WTDocument. So that the WTPart is linked to the EPMDocument master, so it is not a requirement to revise/maintain the relationship to a specific version of the EPMDocument. This would allow the Reference By linked EPMDocument to be revised independent of the WTPart.

For Weatherford there are two main use cases for this:

  1. Sales or Customer Reference Drawing. A dumbed down generic CAD model and associated drawing are produced for illustrative purposes, this is essential a sideways copy of the main CAD assembly with most details removed. So you are left with a simplistic version of the assembly that shows the major features and dimensions without including any intellectual property.
  2. Product Manuals authored as Dynamic Document (Arbortext). Where dynamic documents are used to create product documentation for WTParts.

Often these EPMDocuments are applicable to multiple assemblies and are maintained by someone other than who maintains the WTPart, usually with mutually exclusive permissions.

E.G. An Engineer maintains the WTPart and doesn’t want a technical writer to have access to change it. A technical writer maintains the EPMDocument and doesn’t want someone in Engineering to be able to modify it.

At previous technical committee meetings these were common requirements for a number of customers. I know it is possible to do something with a configurable link, but I feel this should be available out of the box.

2 Comments
LewisLawrence
11-Garnet

Just realised after posting this that it is a duplicate with another Idea Edwin had previously submitted here:

Add CAD directly as a Reference Document

olivierlp
Community Manager
Status changed to: Archived

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