PDXpert PLM Software
On-line Help Guide
This help topic describes the current PDXpert PLM release. Earlier releases may be different. To view your release's version of this topic, open PDXpert and press the F1 key or select the Help menu.
Reviewers tab
A person with a full-function account can review and approve change forms on behalf of a group (identified in the Groups collection).
Before the change form is routed for review, you can add and delete reviewing groups to the approval list. You can also specify the order in which the reviewers are notified and whether the reviewing group's participation is required or optional.
Authorized reviewers review a routed change form. A reviewer can never sign on behalf of another reviewer, and a reviewer cannot "unsign" a change form if a subsequent reviewer has acted on it or the change is no longer in the Routed lifecycle state.
As the change originator or analyst §
- Order §
- The review order determines the sequence that reviewing groups are notified of the routed change. You can have several groups with the same review order value; all groups that share the same review order are notified at the same time.
- Group §
- Specify the group that must review the change.
- Participation §
- Specify whether the reviewing group is required — Must act — to approve the change. If the group's response is optional — Can act — , the change will simultaneously notify the next group in sequence while waiting for the current group's response.
As a reviewer §
- Comments §
- Add comments to explain the reason for your response.
- A system rule setting may require your comment before your response is saved.
- Reviewer response (and status date) §
- Specify whether you approve, disapprove or want to hold (suspend) the change form.
- Reviewer §
- When you provide a response for the current group, your name is automatically displayed.
- Password §
- After providing your response, you're prompted to enter your password. After you type in your password, your response is recorded, all fields are locked, and the workflow lifecycle is updated.
When a routed change form is returned to the Submitted or Originated state, it contains information on who approved and disapproved the change. Previous reviewers' name and response will be cleared when the change form is again processed to the Routed state.
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Help Guide Contents [PDF]
- 0001. Welcome!
- 0002. Help conventions
- 0100. PDXpert Application Server
- 0101. Server overview
- 0200. How to...
- 0201. Back up the database
- 0202. Restore data from a backup
- 0203. Reset the administrator password
- 0204. Reset the database contents
- 0205. Change the data directory
- 0206. Change the database server
- 0207. Extract files from a PDXZ backup
- 0300. Console reference
- 0301. Manage tab
- 0302. Information tab
- 0303. About tab
- 0400. How to start the PDXpert client
- 0401. Log into PDXpert
- 0402. Enter the software license key
- 0403. Solve client log-in problems
- 0404. Set your password
- 0500. Program concepts
- 0501. PLM introduction
- 0502. Items: Common elements
- 0503. Document and part iterations
- 0504. Document
- 0505. Part
- 0506. Change form
- 0507. File attachments
- 0508. User roles & permissions
- 0600. How to set up PDXpert
- 0601. Setup introduction
- 0602. Setup: System rules
- 0603. Setup: Collections
- 0604. Setup: Places/Organizations/Persons
- 0605. Setup: General
- 0606. Setup: Documents
- 0607. Setup: Parts
- 0608. Setup: Changes
- 0700. How to use the Item Explorer
- 0701. Create a new item
- 0702. Return to a previously open item
- 0703. Search for an item
- 0704. Use search commands
- 0705. What's ignored in search
- 0706. Work with tasks and files
- 0707. Open an item related to another item
- 0800. How to use the Collection Explorer
- 0801. View a collection
- 0802. Add a new collection member
- 0803. Modify a collection member
- 0804. Delete a collection member
- 0900. How to work with documents
- 0901. Manage documents
- 1000. How to start a document
- 1001. Create a new document
- 1002. Snapshot a document
- 1003. Fill in the new document
- 1004. Add or remove references
- 1005. Save your document
- 1006. Remove your document
- 1007. Release your document
- 1008. Manage a released document
- 1009. Revise a released document
- 1010. Cancel a released document
- 1100. How to work with parts
- 1101. Manage parts
- 1200. How to start a part
- 1201. Create a new part
- 1202. Snapshot a part
- 1203. Fill in the new part
- 1204. Add, modify or remove BOM parts
- 1205. Import a CAD BOM
- 1206. Add or remove approved sources
- 1207. Add or remove references
- 1208. Save your part
- 1209. Remove your part
- 1210. Release your part
- 1211. Revise a released part
- 1212. Manage a released part
- 1213. Cancel a released part
- 1300. How to revise multiple markups
- 1301. Use Markup Wizard
- 1302. Add child items
- 1303. Replace a child item
- 1304. Remove child items
- 1400. How to work with change forms
- 1401. Processing a change
- 1402. Originate a new change form
- 1403. Analyze a submitted change
- 1404. Fix change processing errors
- 1405. Remove your change form
- 1406. Review a routed change
- 1407. Resolve an on-hold change
- 1408. Analyze an accepted change
- 1409. Use a released change
- 1410. View a completed change
- 1411. Analyze a stopped change
- 1412. View a rejected change
- 1413. Remove a canceled change
- 1414. Return a submitted change
- 1500. How to work with file attachments
- 1501. Attach a revision file
- 1502. Attach an item file
- 1503. Attach an external link
- 1504. Viewing a file
- 1505. Copy a library file
- 1506. Check out a file
- 1507. Check in a file
- 1508. Free a file lock
- 1509. Remove a revision file
- 1510. Remove item file or link
- 1600. How to report, import & export
- 1601. Create a report
- 1602. Export a PDX package
- 1603. Use the Report/Export Wizard
- 1700. Import & update items
- 1701. Initialize your PLM database
- 1702. Use the External Data Importer
- 1703. Item Master import
- 1704. Iteration-level relational imports
- 1705. Bill of materials import
- 1706. References import
- 1707. Revision files import
- 1708. Sources import
- 1709. Item-level relational imports
- 1710. Item files & links import
- 1711. Materials import
- 1712. Groups collection import
- 1713. Materials collection import
- 1714. Organizations collection import
- 1715. Persons collection import
- 1716. Custom collection import
- 1800. View & export via ODBC
- 1801. View database objects
- 1802. Create an ODBC connection
- 1803. ItemViews reference
- 1804. ReferencePairViews reference
- 1805. SourcePairViews reference
- 1806. SourceItemMasterView reference
- 1807. StructurePairViews reference
- 1808. ChangeViews reference
- 1809. ChangePairViews reference
- 1810. FilePairMasterView reference
- 1900. How to perform other tasks
- 1901. Arrange the Explorer windows
- 1902. Set your preferences
- 1903. Manage user accounts
- 1904. Rename the default Admin person
- 1905. Set up and manage system emails
- 1906. Use the Recursion Assistant
- 1907. Obtain technical support
- 2000. Menu reference
- 2001. Item menu
- 2002. Edit menu
- 2003. Tools menu
- 2004. Process menu
- 2005. Window menu
- 2006. Help menu
- 2100. Item Explorer reference
- 2101. Item Explorer
- 2102. New tab
- 2103. Previous tab
- 2104. Search tab
- 2105. Tasks tab
- 2106. Files tab
- 2200. Document window reference
- 2201. Document window
- 2202. General tab
- 2203. Attributes tab
- 2204. Custom tab
- 2205. References tab
- 2206. Appears On tab
- 2207. Files tab
- 2208. Tasks tab
- 2209. Notes tab
- 2300. Part window reference
- 2301. Part window
- 2302. General tab
- 2303. Attributes tab
- 2304. Custom tab
- 2305. Materials tab
- 2306. BOM (Bill of Materials) tab
- 2307. Sources tab
- 2308. References tab
- 2309. Appears On tab
- 2310. Files tab
- 2311. Tasks tab
- 2312. Notes tab
- 2400. Change Form window reference
- 2401. Change Form window
- 2402. General tab
- 2403. Attributes tab
- 2404. Custom tab
- 2405. Affected tab
- 2406. Tasks tab
- 2407. Related tab
- 2408. Reviewers tab
- 2409. Observers tab
- 2410. Files tab
- 2411. Notes tab
- 2500. System Rules reference
- 2501. System Rules window
- 2502. General: Copy files to snapshot
- 2503. General: Item uniqueness definition
- 2504. General: Reviewer's comment required
- 2505. Default File Access
- 2506. Password Policy
- 2507. References Tabs
- 2508. BOM: Allow duplicate parts
- 2509. BOM: Lock part default unit of measure
- 2510. BOM: Allow partner parts
- 2600. Collections reference
- 2601. Managing collections
- 2602. Custom attributes
- 2700. Places/Organizations/Persons
- 2701. Languages
- 2702. Currencies
- 2703. Countries
- 2704. Partner classifications
- 2705. Roles
- 2706. Persons
- 2707. Groups
- 2708. Organizations
- 2800. General
- 2801. Item lifecycle phases
- 2802. Product families
- 2803. Sequences: Identifier
- 2804. Sequences: Revision
- 2805. Unit of Measure categories
- 2806. Units of Measure (UoM)
- 2807. Data transformations
- 2808. Views
- 2900. Documents
- 2901. Media/locations
- 2902. Document types
- 3000. Parts
- 3001. BOM type codes
- 3002. Handling/storage categories
- 3003. Make/buy categories
- 3004. Material categories
- 3005. Material constraints
- 3006. Materials
- 3007. Recovery methods
- 3008. Part types
- 3100. Changes
- 3101. Change classifications
- 3102. Change priorities
- 3103. Change reasons
- 3104. Disposition actions
- 3105. Disposition locations
- 3106. Problem sources
- 3107. Change forms
- 3108. Custom collections
- 3200. Other reference topics
- 3201. Keyboard shortcuts
- 3202. PLM software glossary
- 3203. Configuration & log files
- 3204. Windows update service
- 3300. Software licenses & legal notices
- 3301. PDXpert license agreement
- 3302. PDXpert end user license terms
- 3303. Other software licenses
- 3304. Legal notices