Using AgilePLM in MSI

Transcription

1 Using AgilePLM in MSI MANAGING DISCUSSION OBJECTS GNL E MOTOROLA, MOTO, MOTOROLA SOLUTIONS and the Stylized M Logo are trademarks or registered trademarks of Motorola Trademark GNL E Holdings, - Using LLC AgilePLM and are in used MSI under license. All Motorola other trademarks Solutions are the property of their respective Managing owners. Discussion 2013 Objects Motorola Solutions, Inc. All rights reserved. 1

2 Module Objectives At the end of this module, you will be able to: Discuss the benefits of the AgilePLM discussion object to manage collaboration between the requestor and supplier. Describe where the Collaborate on Print-Specs workflow stands in the lifecycle of an item. Describe the process map of the Collaborate on Print-Specs workflow. Create, reply, and close AgilePLM discussion objects. 2

3 Module Map Introduction Search for a Discussion Object Create a Discussion Object Reply to a Discussion Object Close a Discussion Object Summary 3

4 Introduction Benefits of Using an AgilePLM Discussion Object Using AgilePLM discussion object to manage the communication between MSI engineers and suppliers offers the following benefits: A single method, so there is less confusion for the requestor and the supplier The communication and attachments (of related documentation) are tracked in AgilePLM, so follow-ups and escalations are easily managed 4

5 Introduction Process Map of the Collaborate on Print-Specs Workflow The flowchart shows where the Collaborate on Print-Specs workflow stands in the context of end-to-end item processes. 5

6 Introduction Collaborate on Print-Specs Workflow in the Context of an Item s Lifecycle 6

7 Module Map Introduction Search for a Discussion Object Create a Discussion Object Reply to a Discussion Object Close a Discussion Object Summary 7

8 Search for a Discussion Object Types of Searches These are the methods to search for an AgilePLM discussion object: Using Search Using Custom Search Using the Relationship Tab of the part object in question 8

9 Search for a Discussion Object Using Search 1. Click the dropdown triangle and select Discussions. 2. Enter search information and click Enter. The Search Criteria page appears with discussion objects that matches your search. 9

10 Search for a Discussion Object Using Custom Search 1. Click to display the Custom Search page. 2. Select Discussions from the dropdown list. 10

11 Search for a Discussion Object Using Custom Search (cont.) 3. Select a search parameter from the Name/Number/Desc drop-down list. 4. Input your search and click Enter. Discussion objects that match your search appears in the Search Results section. 11

12 Search for a Discussion Object Using the Relationships Tab Display the AgilePLM part object in question and select the Relationships tab. All discussion objects related to this part object are listed in the Relationships section. 12

13 Module Map Introduction Search for a Discussion Object Create a Discussion Object Reply to a Discussion Object Close a Discussion Object Summary 13

14 Create a Discussion Object Creating the Discussion Object 1. Click Create New > Discussions. The Create New Discussions window displays. 14

15 Create a Discussion Object Creating the Discussion Object (cont.) 2. Complete the following fields: Subject, Message, and Notify List. For the Subject attribute, use the following nomenclature: <P/N>_<REV>_<DESCRIPTION> For example: HN000001A01_B_TOOLING QUOTE Benefits of using this nomenclature: For internal users, discussion objects listed in the Relationships tab of a part object are organized by revision of the part. For external users, discussion objects are organized by the part numbers. 15

16 Create a Discussion Object Creating the Discussion Object (cont.) Note: External users added to the Notify List will be given permission to access this discussion object. Leave the Priority field blank as default. Click to search for users, user groups, or users within a user group. 3. Click Save to proceed. A discussion is now open between all users in the Notify List. Each user just received the first message. 16

17 Create a Discussion Object Creating the Discussion Object (cont.) The discussion object page appears. Note: users have read access to all discussion objects. Users in the Notify List have permission to edit the discussion object. External users listed in the Notify List will have permission to see the discussion object. Otherwise, external users cannot see discussion objects. 17

18 Create a Discussion Object Creating the Discussion Object (cont.) 4. Select the Relationships tab to add part(s) to the discussion object. 5. Click Add and the Search window appears. 6. Search for the part(s) number and double-click the row to add the part(s). Note: You can add parts objects and document objects. This creates a link between the discussion object and the Part/Document object. 18

19 Create a Discussion Object Creating the Discussion Object (cont.) Note: In the Relationships tab, you can add the AgilePLM items as shown in the screenshot. Relationships created between the items and discussion objects are stored in AgilePLM. Using discussion objects lets you manage the communication and attachments that are related to a particular AgilePLM object. 19

20 Create a Discussion Object Creating the Discussion Object (cont.) 7. Select the Attachments tab to add appropriate documentation related to the part(s) added to the discussion object. 8. Click Add, and the File Upload and Download Method pop-up appears. 9. Select the method you wish to use to upload and download files. 10. Select Use standard browser capabilities, and click OK. 20

21 Create a Discussion Object Creating the Discussion Object (cont.) 11. The Add Files window appears. Click Browse and select the file to attach to the discussion object. 12. Add a description for the file in the Description field. 13. Click Add to attach the appropriate file(s). 21

22 Create a Discussion Object Creating the Discussion Object (cont.) 14. The attachments are stored and appears in the Attachments tab. 22

23 Create a Discussion Object Assigning Action Items 1. Select the Action Items tab. This screen allows you to assign scheduled tasks to the recipient of the discussion object. 2. Click Add. The Create Action Item window appears. 23

24 Create a Discussion Object Assigning Action Items (cont.) 3. Complete the following attributes: Status: Not Accepted (default) Due Date: Assign a due date for the task Assigned To: Select one user to whom the action item is assigned (limited to one user) 4. Click Create. The action item is added to the discussion object and it is delivered to the Assigned To user. 24

25 Create a Discussion Object Assigning Action Items After creating the action item, the Assigned To user needs to be notified. 5. Select the Discussion tab and click Reply. 25

26 Create a Discussion Object Assigning Action Items The Reply to Discussion window appears. 6. Enter a message to the Assigned To user and click Send. The reply appears in the discussion object. 26

27 Create a Discussion Object Adding Others to the Notify List 7. To include others into the discussion, do the following: To include others to the discussion, select the Discussion tab and click Edit. Enter the user name in the Notify List attribute, and a list of matching user names appear in the drop-down list. Select a name to add the user to the Notify List. 8. Click Save. 27

28 Module Map Introduction Search for a Discussion Object Create a Discussion Object Reply to a Discussion Object Close a Discussion Object Summary 28

29 Reply to a Discussion Object Viewing and Replying to a Discussion Object A discussion object that requires your attention appears in the Notifications tab in the AgilePLM homepage. To view a discussion object, do the following: 1. Click the hyperlink in the Subject column. A window appears that shows the message. 2. To reply the message, click the hyperlink in the window. 29

30 Reply to a Discussion Object Viewing and Replying to a Discussion Object (cont.) The discussion object appears. 3. Click Reply to send a message. The Reply to Discussion window appears. 4. Enter the message and click Send. 30

31 Reply to a Discussion Object Viewing Attachments When external users log in to AgilePLM, discussion objects are shown in the Notifications tab. To view attachments in a discussion object. 1. Display the discussion object by clicking the appropriate link under the Regarding column. The discussion object page appears. 2. Select the Attachments tab to display all the attachments in the discussion object. 31

32 Reply to a Discussion Object Viewing Attachments (cont.) 3. Select the attachment by clicking the grey box next to the filename. 4. Click Get to download the file. The File Upload and Download Method window appears. 5. Select Use standard browser capabilities, and click OK. The attachment is downloaded and is available for viewing. 32

33 Reply to a Discussion Object Responding to an Action Item When external users log in to AgilePLM, and they are assigned action items via discussion objects, their action item appears in the My Assignments tab. To accept or decline the action item: 1. Select the item by clicking the grey box next to the item 2. Click Accept (or Decline or Mark Complete) to change the status of the action item. 33

34 Reply to a Discussion Object Responding to an Action Item (cont.) 3. Click Accept. The action item status is now Accepted. Note: To go directly to the Discussion Object, click the Hyperlink under the Related To column. 34

35 Reply to a Discussion Object Replying to a Discussion Object with Attachments 1. To reply a discussion object, click the hyperlink in the Regarding column. The discussion object appears. The collaboration between MSI and external users may involve exchanging files or written communication. If files need to be exchanged, the user performs the procedure to attach files to the discussion object. 35

36 Reply to a Discussion Object Replying to a Discussion Object with Attachments (cont.) 2. Select the Attachments tab to add appropriate documentation related to the part(s) added to the discussion object. 3. Click Add, and the File Upload and Download Method pop-up appears. 4. Select the method you wish to use to upload and download files. 5. Select Use standard browser capabilities, and click OK. 36

37 Reply to a Discussion Object Replying to a Discussion Object with Attachments (cont.) 6. The Add Files window appears. Click Browse and select the file to attach to the discussion object. 7. Add a description for the file in the Description field. 8. Click Add to attach the appropriate file(s). Note: If only files are attached to the discussion object, the user must reply the discussion object so that the recipients are notified. 37

38 Reply to a Discussion Object Replying to a Discussion Object with Attachments (cont.) 9. To Update an existing attached File: 10. Select the row of the file to be updated and click the CheckOut icon. The file automatically downloads. 11. Edit / update the file accordingly. Note: Once files are Checked Out they must be Checked In or the Check Out must be canceled before any other user can modify the file. All Checked Out files are denoted with a red check mark. 38

39 Reply to a Discussion Object Replying to a Discussion Object with Attachments (cont.) 12. Select the row of the file to be updated and click the CheckIn icon. A Browse to Replace File window appears, 13. Click Browse and select the file to be uploaded. 14. Click Replace to upload the file to the Discussion Object. Note: The folder version is incremented. 39

40 Reply to a Discussion Object Replying to a Discussion Object with Attachments (cont.) 15. To view the other files in a folder, select the row of the file to be updated and click More 16. Then select View Versions. The File Folder windows appears showing all the files within the folder. Note: Any version can be viewed or downloaded by using Get or View. 40

41 Reply to a Discussion Object Replying to a Discussion Object with Attachments (cont.) 17. Click Reply and enter your message in the window that appears. 18. Click Send. 41

42 Module Map Introduction Search for a Discussion Object Create a Discussion Object Reply to a Discussion Object Close a Discussion Object Summary 42

43 Close a Discussion Object Introduction As the requestor, you close the discussion object when no further collaboration is required. However, all action items must be marked Complete before the discussion object is closed. The next slides describe the procedure to mark an action item complete. 43

44 Close a Discussion Object Marking an Action Item Complete 1. The requestor logs in to AgilePLM and selects the Action Items tab of the discussion object. 2. To mark the action item as complete select the item by clicking the grey box next to the item 3. Click Mark Complete to change the status of the action item. 44

45 Close a Discussion Object Marking an Action Item Complete (cont.) The status of the action item is now Complete. 45

46 Close a Discussion Object Closing the Discussion Object As the requestor, perform the procedure below to close an AgilePLM discussion object. 1. In the Notifications tab in the AgilePLM home page, click the hyperlink of the discussion object under the Regarding column. The discussion object page appears. 2. Select the Action Items tab and ensure all accepted action items are marked complete. 46

47 Close a Discussion Object Closing the Discussion Object (cont.) 3. To change the status of the discussion object, select the Discussion tab and click Edit. 47

48 Close a Discussion Object Closing the Discussion Object (cont.) 4. To change the Status of the discussion object to close, select Closed from the dropdown list. 5. Click Save. 48

49 Close a Discussion Object Closing the Discussion Object (cont.) The status of the discussion object is Closed. 49

50 Module Map Introduction Search for a Discussion Object Create a Discussion Object Reply to a Discussion Object Close a Discussion Object Summary 50

51 Summary AgilePLM discussion objects helps to manage communications between MSI engineers and suppliers when gathering information about specifications. Relationships created between the items and discussion objects are stored in AgilePLM. Using discussion objects results in less confusion and better tracking of the communication and attachments between both parties. 51