Managing Document Lifecycles

 

A documents lifecycle is controlled by the attributes State and Phase

 

The attribute State controls the lifecycle status. The Document States in YaPlm are:

 

In Work - The document is in editable mode

Checked In -  Approved working copy. The document is locked

Released - Approved. The document is locked

Obsolete - Out of date. No longer used.

 

 

The Phase attribute controls for which purpose a document is Released. For example a drawing can be approved for producing a prototype but it is not allowed to use the drawing in serial production. The standard Phases in YaPlm are:

 

Preliminary - The document is preliminarily approved

Production - The document is approved for production

 

 

 

 

 

The default document lifecycle operations are:

 

Check In – To approve a working copy

Check Out – To create a new version of a working copy

New Revision – To create a new revision of an approved object

Release – To approve an object

Start Process - Starts an Approval Process, refer to Process

 

They relate to the documents State according to the image below: