We're going to
look at the workflow approval process
in SolidWorks PDM standard.
We'll see how PDM enables us to control
access to documents
based on an electronic workflow.
This enables us to streamline company
procedures and processes, gives access
to the data when it's needed, and enables
approval, control.
It gives us the ability to automatically
capture key approval information,
to write to the drawing board,
and automatically generate PDFs.
We can use the electronic workflow
to limit or grant access
to files based on the electronic state
that the file is in.
So if we log in as the viewer, browse
into the project
that we're looking at today,
we'll see that the folder is empty.
We don't have access
rights to the data in this folder,
but if we
now log in as an editor
and browse into the same project,
we can see that
we do have access to this data,
and we can see the state of the files
that are a work in
progress.
We're happy
with this design
and need to get it signed off.
We'll push this file
through the electronic workflow
by changing the state of the file.
Let's submit this for check in.
We'll add some comments
which we can make mandatory,
and then specify who we want to notify
electronically
so that when they log in to PDM,
they will be notified
that the file has changed state.
And we want to change the state
of all of these files in this assembly.
So we'll select okay.
These files have
progressed from work in progress
to pending check.
And if we try and push the files further
through the electronic workflow,
we simply won't be able to.
We have no rights to do that.
So we're prevented
from signing off on our own work.
We'll now log in as the checker user
to push these files
through to the next stage
in the electronic workflow.
As soon as we log in, we receive a
notification balloon that we can click on.
And it's telling us what's changed.
We can see that these files have changed
state
from a work in progress to pending check.
We can now select
any of these links or view
the data card to look at the history.
So we don't actually need to know where
these files are within the PDM system.
We can simply click on a folder link
and it will automatically take us
to that data, where we can
then preview files and sign off data.
Once we're happy with this,
we can then go ahead
and change the state of this file.
Now we get the ability to push this back
to work in progress via
the editing required transition.
Or we could say that this is checked
and ready for approval.
So let's go ahead and do that again.
We'll add a comment and select
who we're going to notify dynamically
from a list of users.
We'll transition
all of the data set and select
okay to change the state of the file
to pending approval.
But what it will also do
is it will capture who's checked the file.
So it's got our initials there, the date
it was checked,
but we still don't
have the approval information
because the file is still pending
approval.
So finally we'll log in as that approver.
Again we receive a notification
balloon here.
And if we click on it we can see that
the file has changed state as we expect.
From pending checking to pending approval,
we can select one of the hyperlinks
to take us to those files
and then review the design.
Once we're happy with it,
we can sign it off.
So if we now go ahead and change
state again,
we can reject the data
to go back to the check in stage.
Or we can approve it.
Select okay
on this change state for all of the files.
They all get released and we'll click
okay.
These files will now change
state from pending approval to approved.
What it will also do is capture
all the information on the data card.
So it's captured our initials, the date
the phone was approved,
and it also stamped revision
A in the history of the file.
A PDF will
automatically be generated
for this file as well.
And we can see that
this has been generated when we look
at the preview of this.
We can see that
we have all the information in there.
All of the drawing board has updated
with the metadata from the data card.
So all of this information
can be pushed into a drawing board,
which in turn updates the PDF file
automatically,
meaning we haven't even had to open the
file to update our drawing.