Model & Drawing Permissions using Workmanager

1. Model & Drawing Permissions using Workmanager

2. Sharing Data • Sharing Data in WorkManager allows you to easily: • Continue with the design of a model someone else has started. • Create a drawing of someone elses model/assembly. • Use an existing model/assembly in something you are designing. • Modify an existing model/assembly to meet your needs. • Edit an existing drawing of a model/assembly.

3. Document Permissions In WorkManager Models and Drawings are called DOCUMENTS You must have PERMISSION to change the document - machine, use modify 3D, or add a veiwset. Viewsets are added when you create a drawing. • Two components to PERMISSION! • State of the model - work, pending check, checked, released • Reservation – who has the model reserved

4. Document States • State of the model, 4 possibilities • Work – modeling is currently under way. • Pending Check – modeling completed, waiting on supervisor approval. • Checked – supervisor or 3rd party checker determines that model meets • documentation requirements, is manufactuable, etc. • Released – model released for fabrication. In WorkManager Models and Drawings are called DOCUMENTS

5. Document States and when change is possible • State of the model, only one state allows you to make changes to the model • Work – change is possible • Pending Check – change is not possible • Checked – change is not possible • Released - change is not possible State = Work, allows for changes In WorkManager Models and Drawings are called DOCUMENTS

6. Determining Document State State = Work, allows for changes Determining the State of the document. State is listed in the Related Documents section of the WorkManager Editor And… State listed as “Status” in the Document sections of the WorkManager Editor In WorkManager Models and Drawings are called DOCUMENTS

7. States other than “Work” State of the document: If the state of the document is not “work”, you will not be able to change it. If the state is “released” you will need to create a new revision. Otherwise an approver will need to set the state back to “work”. In WorkManager Models and Drawings are called DOCUMENTS

8. Reservation • Reservation Information • The document must be in your packet/folder if you are going to make changes to it. • If the document is in your folder you now have it reserved. • WorkManager uses 2 terms interchangeably • Folder = Packet • Packets and Folders are the same thing! More on this in a minute… In WorkManager Models and Drawings are called DOCUMENTS

9. Reservation Possibilities • Reservation possibilities • You have the document reserved • Someone else has the document reserved • No one has the document reserved, “floating” In WorkManager Models and Drawings are called DOCUMENTS

10. Reservation Possibilities - when is change possible? • Reservation scenarios: • You have the document reserved – change is possible • Someone else has the document reserved – change ispossible IF they un-reserve it and THEN you reserve it • No one has the document reserved, “floating” – change is possible IF you reserve it In WorkManager Models and Drawings are called DOCUMENTS

11. Determining Reservation Reservation: Determining if/who has the document reserved… 3 Steps… 1. Check for “In Folder” icon in the document editor. If visible someone has the document reserved, it might be you! 2. Click on “In-Folder” icon to determine who has the model/drawing (document) reserved

12. Determining Reservation Reservation: Determining who has the model reserved… • Note who has the model reserved. Then click “Cancel” Note: you do not need to open the folder/packet

13. Unreserving - why do it? Unreserving: Allows for others to work on your Documents If YOU have a document reserved, YOU will need to unreserve it before SOMEONE ELSE can work on it. If SOMEONE ELSE has a document reserved THEY will need to unreserve it before YOU can work on it In WorkManager Models and Drawings are called DOCUMENTS

14. Unreserving Procedure • Unreserving: Procedure: • 4 steps… • Locate document in WorkManager Editor. • Click on Document • Select Unreserve.

15. Unreserving Procedure Unreserving: Procedure 4. Click OK

16. Unreserving Completed Unreserving: “In Folder icon NOT visible Document is not reserved by anyone at this time.

17. Reserving – why do it? Procedure… Reserving: Allows you to work on Documents “In Folder” icon NOT visible Reserving: Procedure 2 steps • Locate document in WorkManager Editor • Click on “Reserve” icon to reserve the document. • “In Folder” icon will appear. In WorkManager Models and Drawings are called DOCUMENTS

18. Permissions Review • You must have PERMISSION to change the document, modify a model, create or edit a drawing. • PERMISSIONS are made up of 2 components State and Reservation • Statemust be “work” to make changes • Reservation – You must have the document reserved to make changes. In WorkManager Models and Drawings are called DOCUMENTS

19. More Information • For more information Visit the ALS CAD/E/M home page: http://www-eng.lbl.gov/~als Read the online ALS WorkManager Introduction: http://www-eng .lbl.gov/~als/WorkManager/Intro_to_WM View this presentation or other class materials: http://www-eng .lbl.gov/~als/WorkManager/Training_Materials