Monitoring changes made to a folder AND its BOM
We use a folder structure where all our parts and documents are put in. Is there a Way to automatically monitor when parts are added to the bom all the Way Down the folder structure?
What I understand from above scenarios? word “folder structure” is you are referring to folder structure in navigation pane window and not file folder in the attachment tab.
if this is true, Yes it is possible to get the list of parts that contains BOM.
you need to evaluate “Where used” search feature to configure the search condition. Also, you may need to enable some fields in where used tab to arrive at the solution.
However, to arrive at criteria for defining parent item is bit difficult.
By configuring save search in the folder structure, you can see list of parts incrementally getting updated. Also, the same query, you can leverage to build custom reports.
Factors to consider for feasibility, parts contains where used assemblies with pending changes and what level parents are needed.
When I say folder structure I refer to the top level part or document in our database. Everything else is put on the BOM all the way down the levels on the BOMS of these items. We have project managers who would like to have a a clear overview as well as be able to monitor changes to life cycle phase and revision without constantly loggin into Agile. If you could somehow survey the BOM, so that when things are added to that you get notified? Possible?
This is a medium complexity requirement and customization is needed. Basically, used for DHF, DMR tracking. It needs automation and criteria to track and capture in item history page and need configuration of additional field “last updated field” in page two tab of parts and documents.
It seems that the change workflow is the vehicle for these types of notifications. When a change order redlining an assembly is released (or any status), notify x, y and z. With 9.3.2 and later you can use Functional Teams to do this. Configure your workflows to notify the product manager (for instance). Who the product manager is depends on what functional team is assigned to the change order. That would be the no-custom-code approach. You could get more fancy with the help of process extensions.
I agree, good and simple approach using mail notification feature, without accessing BOM in Agile. leverage Approval Matrix workflow feature and red line attributes through notification.
If the attributes that are changing are not change controlled an event configured could notify the corresponding managers also notify the product managers of the parent items.
What about having the project manager’s subscribe to the items they are interested in monitoring. This could be a simple way for them to monitor changes without having to build a workflow.
Subscribing item is one approach for tracking changes in items. However, it is discouraged to use for modulation of notifications. As this feature leads to performance issues in macroscopic view of managing plm applications and user experience.