Enter or Copy Document Requirements

Explanation

Use this activity to manually enter or copy document requirements into a object's document survey. Document requirements specify the types of documents that must be in the survey before the object can be released. The object's document survey must contain all document classes in the document requirement list before the object can be released. When the object is released, it is not possible to change the document requirements.

Engineering Part Standard

The engineering part can be defined with a part class, and the part class can have a document requirement profile. This profile contains a set of the required document classes, and will automatically be copied to the engineering part revision.

Engineering Part Specific

When the profile's standard document requirements set up for the parts class are unusable, you can create your own tailored document requirement for this particular engineering part revision. When you manually insert a new required document class, the document classes from the profile (if any) are copied into a specific list for this engineering part revision, in addition to the document requirement you just inserted.
It is only possible to remove document requirements that do not come from the standard profile. To remove requirements from the standard profile, you must create a specific document requirement list (by manually inserting a new document class), and remove the copied standard profiles afterwards.
Removal cannot be done after the engineering part revision is released unless the engineering part revision is obsolete, in which case all the document classes required are removed together with the engineering part revision.

Prerequisites

The engineering part revision cannot be in status Released. The project item cannot be Realized.
When creating a document requirement, the document class must exist.
When copying a document requirement profile, the profile must exist.

System Effects

The engineering part revision cannot be released, nor can the project item be realized, if document classes in the parts document requirement are missing in the document survey.
If you manually add a new document class to a standard document requirement list for an engineering part revision, a specific document requirement list is created. All the requirements from the standard are copied into the list, together with the newly inserted document class.

Window

Engineering Part Revision

Related Window Descriptions

Engineering Part Revision/Document Req.
Project Product/Part Definition
Project Product/Items

Procedure

Creating a specific document requirement can be inserted manually or copied from a document requirement profile.

Go to Attachments in Engineering Part Revision/Revision or Function Structure Navigator. Then click the Document Requirement.

To manually insert new document classes:

Click New to create a new row.
Enter a value in the Document Class field manually or using the List of Values.
Optionally, enter a Association Category value and a Requirement Description.
Click Save.

To copy a document requirement profile:

Click Copy Document Requirements.
Enter a profile ID in the Template field, either manually or using the List of Values.
Click OK to copy the profile.