This topic is contained in the PDXpert help file: select Contents from the application's Help menu.

Product families

Purpose

Specifies the users who are explicitly permitted or excluded access to selected product data.

Where used

Parts, documents, changes

Data fields

General tab

Name

This is the complete name for the product family.

Description

This describes the product family.

Active: users can select

Default member of collection

Permanent member of collection

For a description of these checkboxes, see the Collections reference > Common properties & attributes help topic.

Denied Access tab

You may deny users, department(s) and organization(s) access to items in the current product family. When the current product family is assigned on an item, persons on this list will not be able to open the item.

Regardless of the access permissions specified here, Product Team members always have access to items in the current product family, and analysts will always have access to the items specified by their role.

Product Team tab

This list identifies users that can be grouped for notification as a change is processed, as well as allow preferential access to attached files and modifying certain attributes after an item has been released. Specify on this list who will be on the product team, and then assign the product family to an item as it's created.

Analysts and the item trustee are always treated as members of the product team, regardless of whether they've been explicitly listed on the Product Team tab.

The following item attributes can be modified by the product team members, regardless of whether the item is pending, released or canceled:

• Document
  • All fields on the Attributes tab
  • Custom attributes
  • Notes
• Part
  • All fields on the Attributes tab
  • Material handling & storage
  • Material end of life recovery method
  • Custom attributes
  • Notes
• Change form
  • Additional person #1
  • Additional person #2
  • Beginning serial number and/or date
  • Ending serial number and/or date
  • Maximum quantity affected
  • Maximum duration
  • Miscellaneous costs
  • Dispositioning information on Affected tab
  • Custom attributes
  • Notes

Once a change's state has been set to Completed or Rejected no product team attributes can be changed.

Setup suggestions

Setting exclusions on the Denied Access tab can be valuable if you have outside vendors that need to access some parts, but you want to prevent them from seeing irrelevant projects. If all of your users are trusted, then not excluding anyone is the easiest option to manage.

2039

Help topics describe the most current PDXpert PLM software release, and may differ from earlier releases.