Setup: System rules

The system rules have been assigned default values that are appropriate for many organizations.

However, review each one to understand its impact on your organization's PLM process. In particular, verify that the numbering and references rules meet your needs.

  1. From the Tools menu, select System Rules...

  2. Select the appropriate tab to view the current rule setting.

    Each system rule and its effect is described in this help guide; review the Recommended or default value and the Details sections.

  3. If you want to change the rule, unlock the System Rules form (Edit | Unlock Object), and make the change. Your changes are saved automatically when you lock the form or close the window.


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Help Guide Contents [PDF]