Introduction to Manage and Control

Explore the next steps you can take toward cloud-based data management, some of the resources available to you, and how a tailored solution can be configured to meet your unique needs.

What's Covered?

• Revisions: The video explains how revisions help track changes to a product, with options for numeric or alphanumeric schemes. [00:25]
• Maturity States: It discusses how to use maturity states and life cycles to track and set access rights. [00:52]
• Change Actions: The video covers how change actions are used to capture information related to data management and ensure traceability for signatures, documents, and metadata. [01:17]
• Issue Management: It explains how issue management allows anyone in a company to document and share an issue related to a SOLIDWORKS design, which can then drive a change action. [02:04]
• Routes: This section shows how routes can be configured to handle complex sign-off procedures, such as multi-step or parallel sign-offs. [02:30]

Step-by-Step Instructions (AI-generated from video transcript):

Based on the video at https://youtu.be/2F-fhEfAFrc, here is a summary of how the 3DEXPERIENCE platform helps with data management, though it doesn't provide a hands-on, step-by-step guide that can be followed:

Part1: Revisions and Maturity States

• Revisions: The platform allows you to use revisions to track changes to a product's history. These can be configured using a numeric or alphanumeric scheme.
• Maturity States: Maturity states and life cycles can be used to track and set access rights. This helps control who can access the design at different stages of its development.

Part 2: Change Actions and Issue Management

• Change Actions: The platform uses change actions as a core mechanism to capture information related to data management, ensuring traceability for signatures, documents, and other metadata involved in a change.
• Issue Management: Anyone in the company can initiate an "issue" related to a SOLIDWORKS design. This issue can then be used to drive a formal change action, providing a way to capture and document problems and share them with the responsible people.

Part 3: Routes

• Routes: For more complex sign-off requirements, such as multi-step or parallel sign-off procedures, Routes can be configured to manage the process.

Note: These steps and capabilities apply to both SOLIDWORKS with Cloud Services and 3DEXPERIENCE SOLIDWORKS.

SOLIDWORKS with Cloud Services is made up of the SOLIDWORKS Design application (downloaded from www.solidworks.com) and the Design with SOLIDWORKS app (3DEXPERIENCE Addin), which is installed via the 3DEXPERIENCE platform
For 3DEXPERIENCE SOLIDWORKS, SOLIDWORKS Design and the 3DEXPERIENCE Addin are combined within the same 3DEXPERIENCE Installation.

More Info

Roles: 
 solidworks with cloud services   3DEXPERIENCE SOLIDWORKS 
Tags:
beginners guide cloud services 3DEXPERIENCE platform Manage & Control 

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