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

Creating new items

1. Click on the Item Explorer's New tab.

2. Scroll through the part, document and change forms lists, and click on the appropriate row to open a new window with the selected item type.

   

   You can adjust the height of the grids by dragging the splitter bar between grids.

3. Enter as much information as required to complete the item. At a minimum, a valid item should indicate the owner, identifier, revision, lifecycle, and descriptive text.

   The owner for a change form is always the home organization. Change forms do not have revisions.

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