Items: Common elements

Items are system records that contain information about your products. PDXpert has three classes of items:

  • A document record describes a part or process, or contains supporting information to assist with procurement, manufacture, test, inspection, or maintenance and repair.
  • A part record represents a physical object that is fabricated, purchased, assembled or consumed to produce other parts and, ultimately, final products. The record describes physical properties (such as unit of measure, mass, components) as well as non-physical attributes (regulatory requirements, test procedures or other references).
  • A change form identifies a set of part and document records and (a) acts on their current release status (for example, "change notice") or (b) proposes a future action ("change request") or business rules modification ("deviation").

Identification: owner, type, identifier number, description

Regardless of its purpose, an item always has an owning organization, an item type, an identifier number and a title or description.

Item owner

Organizations create and manage items; their intellectual and financial investment establishes their ownership in the item.

The organization that licenses and operates PDXpert is defined as the home organization. The home organization owns all original product documentation, part information and design files. The home organization owns all change forms.

Partner organizations — such as suppliers, regulatory agencies, and customers — create and control their own documents and parts, and provide these to the home organization. PDXpert doesn't allow partners to be change form owners.

Item type

An item's type defines its properties and behavior — in other words, the rules that it follows.

Once you've selected the type, the defined properties are also selected. If you choose to later change the item type, much of the data that you've entered may be lost as the item re-configures itself to accept the new type's properties and behaviors. Item properties that are not affected by the item type definition are retained.

Item number

The item number is a single string of characters, and may be composed of one or more item number components: a static prefix string (which represents, for instance, a part category), a sequential value called the root or base number, and a suffix string.

An item type may subscribe to an identifier sequence, which represents the set of rules for how an item number format is constructed. A sequence can be used by one or more item types.

Name (parts) / Title (documents) / Description (change forms)

These fields describe the item's purpose and characteristics, and typically use an agreed-upon descriptive format (which can be suggested by assigning an appropriate Text Template value).

Custom attributes

Custom attributes are administrator-specified extensions to item properties. These attributes can be defined for all items (documents, parts, changes) and item types (e.g., document Specification, part Assembly, change form Change Notice). Custom attributes are created within the item class or type. Each attribute defined for a specific class/type can have its own properties and user-entered value.

Attached files: Revision / Item / External

You can attach electronic files that contain design, procurement, process, or other information to an item. Revision files are strictly controlled when the item iteration is released, while item files and external links can be freely added and deleted regardless of the item release state. Revision and item files are managed within PDXpert, and external links point to outside resources.

Change forms do not have revisions, and therefore don't display a revision files list.

Free-form notes

This is an item's scratchpad of general information which users with appropriate permissions can modify.


You can see both system-assigned tasks (to correct rule and guideline violations) and trustee- or analyst-assigned tasks. Tasks assigned to you also appear in the Item Explorer's Tasks tab.


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Help Guide Contents [PDF]