Control the Business Processes
With the workflows in YaPlm, you can run the approval process of, for example, items, projects and documents, to ensure that only approved items and documents are published
Sign your approved items and documents with approval data
Publish your approved items and documents to YapApp
Export data, items and structures to PIM, ERP etc.
Stamp your approved .pdf files with approval data
Send email with information from the workflow
Create reports on approved items
Control the status of your projects with workflows
Workflows in YaPlm
With the workflows in YaPlm, you can run the business’s processes. The workflows in YaPlm are fully configurable and can be used to control the approval process of documents and items, but also to control projects and project status. The most common workflows are:
- ECN - Engineering Change Order
- ECR - Engineering Change Request
- Approval of documents
- Approval of items
- Prototype approval
- Task management
- Project processes
The workflow module in YaPlm is fully configurable and it is possible to create your own workflow to run the approval process of, for example, items, projects and documents. A process is defined by a number of nodes, for each node in the flow it is then possible to control what should happen to incoming objects when they are in the node and what should happen when the node is approved for the next step in the flow. Examples of actions can be:
- Change of attributes. For example, a prototype approval process may change the attribute 'Phase' to 'Prototype'
- Approval of included items and documents for a specific purpose, such as prototype, 0-series or production.
- Watermarking of .pdf files. For example, drawings can be stamped with 'Prototype' when they are approved in a process that approves objects for prototype production
- Generation of reports, such as BOM reports
- Generation of .pdf files
- Export of objects and structures to ERP and PIM
- Publication of documents and items
- Project processes
To provide full traceability and to ensure that the right document is used for the right thing and that no one accidentally uses the wrong edition of a document, we recommend that all documents that are leaving the design department must be approved for a specific purpose
More PLM solutions in YaPlm
With YaPlm as a PLM system, you get access to several functions and solutions that helps you streamline your processes
Version Control
of all Files
Version management of all documents, items and files.
Workflows
and Approval
Workflow for items and documents
Document Management
and Traceability
Secure storage and traceability of business documents
YapApp
Web Interface
Accessibility of items, documents and files via web interface
Items
and Item Structures
Create and manage items and their structures in YaPlm
Integrations
for CAD, Office and ERP
Streamline the flow of information between the PLM system and other systems