Engineering Documents
The drawing, the model, the specification and the work instruction — under change control, so a released revision is frozen and a superseded one is kept.
Where to find it
- Module: Manufacturing
- Group: Design
- Section: Design & Documents
- Screen: Engineering Documents
Address in the console: /mfg/engineering-documents
List · 10 columns · 10 fields on its form · 2 of them required · 2 actions
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Document | Code | document_no |
| Title | Text | title |
| Type | Status | doc_type |
| Item | Code | item_no |
| CAD system | Status | cad_system |
| Rev | Code | current_revision |
| Revs | Number | revision_count |
| Controlled | Text | is_controlled |
| Owner | Text | owner_name |
| Status | Status | status |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Title required | Text | ||
| Description | Long text | ||
| Document type required | Choice | drawing, model_3d, assembly, schematic, pcb, specification, work_instruction, test_method, inspection_drawing, tooling_drawing, process_sheet, material_spec, packaging_spec, label_artwork | |
| CAD system | Choice | solidworks, autocad, inventor, catia, nx, creo, fusion360, onshape, freecad, altium, kicad, revit, other | |
| Native format | Text | SLDPRT, DWG, STEP… | |
| Item | Choice | Looked up from existing records | |
| 3D model | Choice | Looked up from existing records | The mesh this document was drawn against, where there is one. Geometry lives in the model, not in a second copy here. |
| Owner | Choice | Looked up from existing records | |
| Under change control | Yes or no | A controlled document cannot be revised without a change order. A marketing render is a CAD document and is not. | |
| Retention (years) | Number |
What you can do here
Revisions
New revision primary
Raise a new revision
Asks for: New revision* Change order What changed File name
* required
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.