A bit more info…
* From User action New CAD Doc (from CAD or workspace), system looks for* Object Initialization Rule (OIR) for that type (EPMDocument) and finds lifecycle template specified.
* Lifecycle template is applied that new object and first state is assigned
* As supplied, the OIR for EPMDoc specifies the "Basic" lifecycle template.
* The Basic Lifecycle has states: In Work, Released, Canceled.
* A bit confusing: Each lifecycle template can also be marked either "Basic" or "Advanced" but the Basic lifecycle template is in fact Basic type.
* the system "looks for" the OIR in the current Product/Library. If not found, it looks at Org level. If not found, it looks at Site level. In this way, you can have a different OIR and lifecycle in different Products / Libraries if desired. One example - Might have a different LC for purchased standard parts in a purchased parts Library vs. custom parts / assemblies.
If you change the LC via changing the OIR, may want to plan to re-assign lifecycle to all existing - a relatively major step that should be done on a weekend and tested on a rehosted system.
Also need to plan for user permissions at the new state.