"Partial Approval" Of Promotion Request.

[rnoah]

All, Lately we are "thrown against a wall" more and more while using promotion requests.

we are collecting large amount of items (part/drawing/asm) in promotion request and sending them through the approval process. now the issue is that in almost 50% of the cases our promotion request rejected due to small amount of issues (let say we collected 100 items for the promotion request and 97 of them are correct and 3 need to be corrected). currently we forced to reject the entire process fix the relevant issue, recollect the data and send it again for approval.

is there any option to approve only the correct ones ?

on more general level, how do you deal with promotion request included many items?

doesn’t the flow of approval caught by the approvers as VERY tedious (open the promotion, select the information page of each item, open it in PV, close PV, get back to promotion and move to next one) ? why not have something like Picasa (the picture management utility from Google) import pictures dialog ? where you have a thumbnail of all item included in promotion request in the left side, pressing the thumbnail open large view of the item on the right side and then you have the ability to approve all/selected.

Thanks,

Rami

[#2]

The OOTB promotion request does not work well for large multiples of
objects like you noticed. It was not designed for it.

As with any process, discuss and define what you really want first. Do
you really want one object to control the promotion of numerous files?
Why? Other systems? Tradition? Perceived expense associated with
multiple promotion objects?

Anyway, after you define what you really want, then define how you want
it to behave. You can either put "rework" loops in or use versioned
promotion requests.

As for the thumbnail, that can be done with the more recent versions of
Windchill and the custom table editor.

~Dan

Dan Harlan
602.320.4187

[ssenthil]

Hi Rami

If you are open for adding a custom module, we can add "Update" action to
the Promotion Request(based on Promotion Request state and current user
role/group). Using this custom action, one can add/remove promotables. I am
positive that with this add on module, your first issue can be addressed.



Thank you and have a great time.

Best Regards

Swamy Senthil

Principal Solutions Architect

973 216 0456(M); 973 324 2729(W); 866 908 6561(F)

Work Email: swamy.senthil@swasen.com

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