sar32833 soc documents v11 specification-2the role yel_pcg_tdccontat creates the soc test report,...

of 22

CPC/PDM

SAR 32883 - Specification SoC Documents

Description of the SoC implemented process and usage of the matrix tool

of 22

Revision & Sign-off Sheet Change Record

Date Author Version Change Reference

07.04.2008 Axel Merkt 0.1 draft

11.04.2008 Axel Merkt 1.0 Updated to results of the conf call with PTC TDC on 10.04.2008

Reviewers

Name Version Approved Position Date

Elisabete Olivera 1.0

Distribution

Name Position

of 22

Table of Contents Table of Contents .................................................................................................................................... 3 1 Scope............................................................................................................................................... 4 2 Requirements .................................................................................................................................. 4 3 Business Benefit .............................................................................................................................. 5 4 Data Model ...................................................................................................................................... 5 5 Type Tree Menu .............................................................................................................................. 6 6 Process Overview............................................................................................................................ 7 7 Revising the SOC test report ........................................................................................................... 8 8 Object Identification and Number Format........................................................................................ 9 9 Supplier Part Number ...................................................................................................................... 9 10 Walkthrough........................................................................................................................... 10

10.1 Create SoC-Document .................................................................................................... 10 10.2 Display the lifecycle ......................................................................................................... 15 10.3 Edit the SoC test report data ........................................................................................... 16 10.4 Update the PDF File ........................................................................................................ 17 10.5 Revise a SOC test report ................................................................................................. 18 10.6 Subscriptions ................................................................................................................... 19 10.7 Search SoC Documents .................................................................................................. 20 10.8 SoC Data Export .............................................................................................................. 22

of 22

1 Scope

This specification describes the required functionality and user interface for the management of SoC test reports (Suspense of Concern) in the PLM-System Matrix.

2 Requirements

• The SoC process should be similar to the PSW process but with less life cycle till approvement. Note: This requirement changed. Phone conference 04.03.2008. The approval of the document is not desired.

• The SoC document should be linked to a Yazaki Part in the same folder as the PSW

• The SoC document should also contain a link to the Yazaki Part

• Report should be available to see how many SoC files are inside Matrix.

Number can be counted using the excel report.

• Report to see all SoC documents older than three years (SoC documents older than three years have to be reworked). Note: An exported excel-CSV file containing all SoC test reports can be accepted. Format will be defined later in the spec. Approval date is search criterion.

• Search functionality in Matrix to search for the SoC documents - not necessary – the SoC documents will be searched via the Yazaki Part number Simple search capabilities should be available: Search criteria are the SoC number, the level and the approval date. The search result should be a list of SoC Test Reports. No specific columns are needed for the result table.

• Migration of the SoC documents already saved in Matrix (Workspace SoC). The documents have to be linked to the Yazaki Parts. An excel file exists where the SoC number linked to the Yazaki Part number is mentioned. Before migration, test run if to all SoC documents are linked to a valid Yazaki Part number. Printout of invalid links and update of the list from PTC

• User rights: Only people with rights to create and read PSW documents should have the right to create and link SoC documents. Members of the group yel_pcg_Employee should be able to read the document after the creation and checkin of the document.

• Life cycle: Created, Approved, Obsolete Created: The definition of the test report is in work. Enter Meta data and checkin the PDF file. Approved: test report is published. Visible for other users. (yel_pcg_Employee) Obsolete: Not visible to other users than TDCContact. A new SoC document exists. The old one will be set on obsolete and the new one will be linked to the Yazaki Part number

of 22

3 Business Benefit

• SoC document is linked to Yazaki Part. Clear mapping of SoC documents to Yazaki Part and vice versa

• Better structuring of the SoC documents. No opening of large workspaces (containing >3000 files)

• Better search functionality on SoC. • Report function provides overview on SoC-> Better overview on old SoC to rework.

Avoiding that old SoC are not updated.

4 Data Model

Latest Version Active Version

yel_pcg_YazakiPart

yel_doc_SoCTestReport

Yel_doc_YazakiParts2DOCUMENTS

yel_doc_SoCTestReport

Route Object Route

Organisation (Company, BusinessUnit)

Issued by

1

n

1

n

of 22

5 Type Tree Menu The type tree of the SOC test report shall contain the following entries:

• History

• Lifecycle

• Attachments

• Revisions List

• Subscriptions

• Related Parts

• Related Tasks

SOC Test Report: LKE-Z07-10007

LKE-Z07-10007

SOC created

Supplier

Supplier Nr.

Level

Approved date

CML Innovative Technologies

7918341

N

12-12-2007

Yazaki SOC Test Report

1

SOC Number LKE-Z07-10007


LKE-Z07-10007

SOC created

Supplier

Supplier Part Nr.

Level

Approved date


7918341

N

12-12-2007



of 22

6 Process Overview

Created

Approved

Obsolete

The role Yel_pcg_TDCContat creates the SOC test report, modifies data and checks in the PDF File. After the data and the checked in file are proper entered, the user will complete the create task. The system will automatically promote the object to the “Approved” state after task completion.

Public users (the role yel_pcg_Employee) are able to see the meta data and also may download and open the PDF-file. No data modification is possible for anybody. No checkin allowed. The role Yel_pcg_TDCContat is able to create a new revison

If the SOC test report is not valid anymore yel_pcg_TDCContact may promote the lifecycle state to obsolete. Public users (the role yel_pcg_Employee) cannot see and download the document.

If not explicitly noted, NO ACCESS will be granted. No mails will be sent. The create task is the only task generated by the system.

Created Approved Obsolete

of 22

7 Revising the SOC test report After the user selects the “revise” action, the system will create a new revision of the document. All data will be copied from the old revision to the new revision. The PDF file will not be copied. The old revision will stay in the state “Approved”. The new revision will get the state „Created“. After the user completes the create task, the system will automatically promote the old revision to “Obsolete”. Revise is only possible in state „Approved“. The revision sequence is 0,1,2,…,n

Revision 0: Old Revision 0:

New Revision 1: Old Revision 0:

New Revision 1:



Revise Action




Create Task of Rev. 1 completed by user

of 22

8 Object Identification and Number Format The SOC test report will be identified with the SOC Number. The SOC Number must be entered at creation time. It can later be changed in state “Created”. There is no format check by the system, which means the user can input any format of number. If the entered number already exists, the user will get an error message.

9 Supplier Part Number The supplier part number will be derived from the selected supplier (Issued by Field) of the SoC Test Report. This field cannot be edited by the user. Technical solution to retrieve the supplier part number The supplier part number is the identifier of the Supplier part connected to the Part Yazaki Part � Supplier Part (Supplier Part Nr.) � Supplier Yazaki Part � Soc test report � Supplier Algorithm: Search for the Supplier Part object, which is connected to the current yazaki part AND which is connected to the current selected supplier. The name of the found business object contains the supplier part number.

of 22

10 Walkthrough

10.1 Create SoC-Document In the following chapter all user operations for the SOC test report creation will be shown:

• Create the matrix object (which holds the data of the SOC test report).

• Set the required attributes.

• Checkin the PDF file.

• and finally complete the workflow task. After task completion the test report will be visible for other employees and cannot be modified anymore. Mandatory fields

• SOC number

• supplier name

• supplier part number

• Revision

• Approved date

of 22

create SOC test report

1

Create SOC Test Report

Issued By

Supplier Part Nr.

Level Approved date

SOC Number


7918341

N

12-12-2007

LKE-Z07-10007

2

Set the SOC Number and the required attributes.

Open Search Window to select supplier (like in PSW)

Create

3

of 22

Checkin the PDF file:


LKE-Z07-10007

SOC created

Level


O SoC Test Report

4

Supplier

Supplier Part Nr.

Level

Approved date


7918341

N

12-12-2007


5

of 22

Same checkin functionality as the PSW.

6

of 22


LKE-Z07-10007

SOC created

Supplier

Supplier Part Nr.

Level

Approved date


7918341

N

12-12-2007

Yazaki SOC Test Report 8

9

Creation of SOC test report finished!

SOC Number LKE-Z07-10007 7

Complete Task for SOC Test Report: LKE-Z07-10007

of 22

If the checked in file is missing, an error message will be shown to the user. Task completion is not possible in this case.

10.2 Display the lifecycle

LKE-Z07-10007



of 22

10.3 Edit the SoC test report data After the creation of the test report the SOC Number, the attributes and the PDF file can still be modified by the TDC Member. (Only in state Created).


LKE-Z07-10007

SOC created

Supplier

Supplier Nr.

Level

Approved date


7918341

N

12-12-2007


1



LKE-Z07-10007

SOC created

Supplier

Supplier Part Nr.

Level

Approved date


7918341

N

12-12-2007


1


Edit: SOC Test Report: LKE-Z07-10007

Supplier

Supplier Part Nr.

Level Approved date

SOC Number


7918341

N

12-12-2007

LKE-Z07-10007

2

3

Set the new values.

Open Search Window to select supplier (like in PSW)

of 22

10.4 Update the PDF File

Note: At the conf call with PTC TDC it has been decided not to allow any user to update the document.

The lock and checkin actions shall be removed from the interface

The actions download and open shall still be available.

1 2

1: unlock the file 2: update the file.

4

3

of 22

10.5 Revise a SOC test report

1

Revise functionality is same as revising the PSW.

of 22

The list of revisions can be found in the tree menu “Revision List”

10.6 Subscriptions Subscriptions will be provided for SOC test reports. The GUI and functionality is the same as with PSW documents.

of 22

10.7 Search SoC Documents

Search Parts

Search Part Documents

1

Search Part Documents

SOC Test Report

2

All Part Document Types will be displayed. Select SOC Test Report.

3

Level

Approved date

You can search with SOC Number here.

You can enter attribute criteria here, e.g. a three years date period. BUT NOT the Part number or supplier part-number!!

of 22

SOC Test Reports will be listed here.

of 22

10.8 SoC Data Export The created CSV-Table will have the following coloumns.

SoC Test Report

A new report “SoC Test Report” will be provided.

The yazaki part number

The supplier part number