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21-Topaz I
January 11, 2017
Question

Document handling

  • January 11, 2017
  • 1 reply
  • 2677 views

We put all our engineering project documents in PDMLink and the majority stay at In Work.  However, there are a few of the documents that our group leaders manually sets the state to Approved.  They are analysis reports.  The reason we do this is so people outside of engineering can see them.  The group leader knows to set the state when the engineer sends them an email.  The problem is many times the group leader forgets to set the state of these documents.

We have workflows set up for our CR's/CN's but not for documents.

I am wondering if anyone else does something like this and if so how they handle it.  I know we could create workflows but we would have to get our partner company to create them.  I'm not saying we won't do that but I am looking for a better and simpler (less expensive) option.

1 reply

22-Sapphire I
January 11, 2017

Can use the OTB Promotion process for this w/no coding or workflow development.  Just have to populate the Promotion Approver Role.

STEVEG21-Topaz IAuthor
21-Topaz I
January 11, 2017

Unfortunately we already use it for some CAD files.

17-Peridot
January 11, 2017

Steve,

Why would that stop you from using Promotion Request?  You could also add a subtype of Promotion Request - eg Eng Doc Promote

The other option is to select several and do Set State (eg in a folder, search)