| # Object Data Management Gestione documenti (ODM) offre soluzioni per un'efficiente gestione dei dati in uno scenario di sviluppo dei prodotti, con funzionalità incorporate per la gestione dei dati. LN ODM assicura la corretta gestione dei dati relativi ai prodotti e l'applicazione di rigorosi processi di gestione del ciclo di vita dei prodotti. ODM fornisce agli utenti LN funzionalità completamente integrate per la gestione dei documenti, delle modifiche e delle cartelle. Nel package sono inclusi un browser oggetti e una funzionalità avanzata per la generazione di report e l'esecuzione di query. È possibile allegare documenti a oggetti LN e visualizzare i corrispondenti file allegati ai documenti. È possibile utilizzare Gestione documenti (ODM) per gestire dati correlati a ERP. The main functions and features of Data Management are described in these topics: Gestione documenti Gestione modifiche Gestione cartelle query Tabelle di sistema (impostazione) Gestione documenti
| # Gestione documenti Gestione documenti provides general document management facilities to LN. Gestione documenti ensures the efficient and secure use of consistent and reliable document information. Gestione documenti provides the following features: Controlled access to Document Secure storage of document contents Document life cycle support Management of document revisions Viewing and editing the contents of all types of files, for example, CAD files and scanned documents Management of the relationships between documents and other objects in the LN database Documenti Documents contain physical files or Hard Copies. Hard copies can be attached to a document revision. A document is a logical entity if no hard copies are attached to the document and is used to group other documents. Revisioni documenti A document revision enables you to track the life cycle status of document. Document revisions are created by default when a document is created. A document revision is uniquely identified by a document ID and document type. Ciclo di vita di documenti The lifecycle of a document from concept stage to completion stage. The document lifecycle involves various phases, such as In Design, Submitted, Approved, Released, Withdrawn, Expired, and Rejected. Attività di configurazione Gestione documenti The LN administrator must perform the following tasks related to document management configuration: Miscellaneous tasks Tasks related to registering document hard copy details Tasks related to file management Tipi di documento Assigned to every document. Each document type is assigned a revision mode that is applicable to all documents of that document type. The document mask and document revision mask can be dependent upon the document type. The document types determine whether the hard copies and files attached to document revisions must be assigned revisions. Examples of the type of documents a company keeps can be, safety regulations, assembly documents, wiring diagram, maintenance instructions, drawing documents and standard documents. File You can save the contents of a document in one or more electronic files. To register any type of electronic file, you can link the electronic file to a document revision with the status In Design. The document type of the document revision determines whether the files are assigned with revisions, if any. The files must reside in directories that are registered in LN by the LN administrator. Importazione di file in ODM The capability to import files to ODM enhances the document management functionality, enabling the user to import the files from a legacy system to ODM. You can link all the imported files to a single ODM Document or can link each of the files to a unique ODM Document. Additionally, you can link ODM Documents to LN entities like service order, purchase order, engineering items and so on. Copie fisiche A document and the documents contents can be stored as a hard copy in the form of paper, polyester film, and so on. The hard copies are stored in a specific location, depending on the ease of use and requirements. The definition of a hard copy includes the specification of the storage medium and the location. |
Gestione modifiche
| # Gestione modifiche Gestione modifiche deals with the fundamental concept of change. This module controls the processes of product changes. Change, particularly in industry, is a constant and critical factor. Effectively, in the real time scenario, the frequent upgrade and customization of products--due to quality improvements, cost reductions, manufacturing innovations, and customer satisfaction issues--requires an accurate and foolproof method to manage the change implementation process. Richiesta di modifica The change request is the preliminary step in a change process. You can initiate change from various sources (internal or external to the organization) in the form of change request. These requests are processed by eliminating trivial requests, or by combining similar requests. An authorised user can create a change request. Modifica The change refers to the change header. All related change requests are linked to one change. If you create a new change, the first version of change proposal is created automatically. You can also create a change without a change request. Proposta di modifica The change proposal is a version-controlled entity of a change. A new change proposal is created by default when a change is created. The proposal can be approved or rejected. When the proposal is approved, the status of change changes to Approved. If the proposal is rejected, the status remains the same ( Created). If the proposal is rejected, you can create a new proposal with all the linked entities. Ordine di modifica A version of the change proposal has a list of proposed effectivity dates, which are recorded as change orders. A change order can exist independently of a change proposal. Change orders are linked to the change proposal. A change order can be selected for effectivity dates. To control the effective and expire dates of more than one change order, you can define a parent child dependency between two change orders. The hierarchical dependency between two change orders, creates a bill of change orders (BOCO). A BOCO has two levels of hierarchy. You can link the change orders in BOCO to the change proposal. Change committee The committee of a chairperson and reviewers who implement a change using change management. Only authorized users can create a change committee. the reviewers of the change committee submit the change proposal for review. The reviewers provide their recommendations and the final decision lies with the chairperson of the committee. |
Gestione cartelle
| # Gestione cartelle You can use Folder Management to maintain folders. Folders simplify the management of product information. You can use folders to group-related information of various types, for example, engineering items and drawings, which enables simple and fast information retrieval. Creazione e gestione cartelle The folder is an entity that can contain other LN objects defined in LN ODM. Folders are containers that carry LN objects for communication or grouping purposes. Any LN entity can reside inside a folder. A folder is a data item that can contain a group of related objects. Oggetti contenuti nelle cartelle A folder is a data item that contains a group of related objects. Folder Management includes the following activities: Create a folder: You can create folder and subfolders for various subjects. Delete a folder Link the objects defined in LN ODM. Use the folder content function to place the object in the folder. Stati cartelle When you create a new folder, the folder receives the Design/Created status and you can change the contents of the folder. If the folder is in Design/Created status, use the content profile to place the objects defined in LN ODM, in the folder. After the initial design stage, you must lock the folder. The folder status changes to Locked and you cannot modify the folder's contents and properties. To change the properties or content of a folder, the folder must be unlocked and the folder status changes to Design/Created. |
query
| # query The Queries and Reports generates timely and essential information, which provides strategic advantage to an organization. Reports help present information in a structured format. The Queries and Reports module provides the following features: Define and execute queries for all ODM objects. Define, implement, track, store, and display the query conditions for ODM objects. Store the query result sets and re-run the queries on the stored data Enabling the filtering of the session data, based on the query result set, for both base and linked queries. Enable setting the role assignments based on queries. Access reports generated from Change Management, Document Management, and Folder Management modules Create, view, or print reports based on objects. Display query results in various formats The main objective of queries is to provide a framework to facilitate query based object search mechanism. The Report functionality enables you to view the results of a query in the form of a report in various formats. |
Tabelle di sistema (impostazione)
| # Tabelle di sistema (impostazione) The Tabelle di sistema (impostazione) provides administrative facilities for the LN ODM . The ODM configuration sessions enable the ERP administrator to maintain tables that contain organization data, and to configure the system to reflect organization requirements, including determining the functions that different types of users can perform on different types of ODM objects. Some of the ODM configuration objects are specific to the Gestione documenti, some of which are used by multiple modules in the package, and some are LN system configuration objects that are included in the Tabelle di sistema (impostazione) module for completeness. The ERP administrator must maintain the following types of configuration data: Data related to Document Management tasks Data related to Change Management tasks Data related to Folder Management tasks Data related to query and reports Data related to common ODM parameters and external application integrations User authorizations based on groups of actions Object mask for generating object identifiers Valid reasons for performing actions The ERP administrator is also responsible to import and export system data when required. Browser oggetti Use the object browser to define and categorize relationships between objects in LN ODM. The Object Browser offers a hierarchical view of multiple level objects, and the relations among the objects. Collegamenti oggetto To indicate relationships between objects, you can create links between the objects. You can set up links between objects of the same type, or between objects of different types. The LN ODM system configuration determines the type of objects that you can link. Maschere oggetto Object masks enable you to automatically generate unique object identifiers and with a constant format. The LN administrator sets the object mask configurations to generate identifiers in the format the organization uses. Definizione maschere oggetto You can define mask codes for every object defined in ODM. One or more mask codes can be defined for every object. The mask code is system data that identifies the mask configuration to be used for the object attribute. If more than one mask code is defined for an object, LN determines which mask configuration of the active mask code will be used in each situation. One exception applies to the doc_rev and folder objects that will have two mask codes. These two mask codes are required to generate the temporary revision and permanent revision in case of document revision and folder ID and folder revision in case of folders. Numero gruppo attività The task group function enables you to maintain the task group and the group's linked tasks. Each task group can have a unique user role, the user role's attached objects, and the summarized attributes of tasks, such as total tasks, tasks completed, estimated cost, and total actual cost. Elenco revisori Reviewer are defined for a committee. The committee can be a change committee or a document management committee. A chairperson heads the committee who is authorized to add or delete the reviewers for that committee. This committee can be used in Change Management or in Document Management or in both scenarios. Definizione host A computer that the Document Management module accesses is defined as a host. Client computers from which the LN sessions of Document Management module are invoked, computers with file servers, as well as all the computers in which the vault server component is installed are defined as hosts. Server di sicurezza The vault server is an essential component of file management in the Document Management module. The vault server is responsible for transferring all files to and from the PC's hard drive, mounted drives, and other protected areas. The files are moved and copied between various areas. Definizione e assegnazione aree All directories accessed from document management must be registered as areas. The directories include the directories in which users edit files, as well as the directories that document management uses to store protected files. Installazione di aree e assegnazione dell'accesso utente The mount area is the work area that must be loaded/mounted on the client computer of the user who must access or save the files in that work area. The work area is located on a remote host. When a mounted area is used, the files are registered and saved in the work area specified in the definition of the mount area. The path you see on the local host can be viewed when a mount area is defined. Modalità di revisione The mechanism used to assign revisions to a document depends on the revision mode that the LN administrator assigns to the document type. Famiglie di oggetti An object family consists of related objects and is used to maintain links between objects. Use the Object Families (dmsys1512m000) session to define a new object family. |