Create Document Requirement

Use this activity to define and maintain a document requirement. A document requirement allows you to define certain document classifications that must be connected to an object before the document requirement is completed. Requirements are used with documents, engineering part revisions, and project parts. 

A document requirement consists of a survey of different document classes. Documents of the classes must be connected to the object before the document requirement is considered met. Only document requirements that have not been used by other objects may be modified or deleted.

Prerequisites

• The document classes must be defined before they can be included as requirements.

System Effects

• The document requirements are created and are available in various List of Values, such as in PDM Configuration.
• The Document Requirement Profile can be associated to a product class, which automatically specifies required documents for a particular product class.
• The Document Requirement Profile appears in the Engineering Part Revision/Engineering Part tab under Attributes.

Window

Document Basic

Related Window Descriptions

Document Basic
Document Basic/Document Requirement

Procedure

1. Open the Document Basic window and click the Document Requirement tab.
2. Click New to create an empty record. 
3. Enter a requirement ID in the Document Requirement ID field. This field is required and accepts a maximum of 40 characters.
4. Enter a description of the requirement in the Description field.
5. Enter optional text in the Note field.
6. Click Save.
7. Double click on the lower table.
8. Enter a document class in the Document Class field. This field is required. Use the List of Values to enter a value. A value is automatically entered in the Document Class Description field.
9. To define the type of survey to which this document class belongs, enter one or more categories in the Association Category field. Up to five different categories per document class can be registered. Use the List of Values.
10. In the Document Flow field, select one of the available values. This field is required and defines when the document is required to exist in the connected object's document survey.
11. Enter a description of the requirement in the Description field.
12. Click Save.