RuleDesigner PDM/PLM

Management and control of PDM part numbers revisions with the possibility of tracking and saving associated information. Possibility to set automatic compilation of the revision table within the drawings’ title block.

RuleDesigner allows to import and store files and documents in any format. It is possible to import them individually or in batch mode with the possibility to classify them later on. Also, files and documents can be retrieved by different sources in automatic or schedule mode. Finally, the storage of documents can take place directly by other applications or web services.

It is possible to create documents starting from template by parameterizing the attributes within the document itself.

Each archived document can be classified according to specific configurable “document classes”. The documents can be related to different entities managed by RuleDesigner, such as Companies, People, Products, Projects, PDM Part numbers, Offers, Orders , etc.

For each category, it is possible to define the security levels to determine the group of people enable to access or edit the documents of this category. It is also possible to specify customized security for each document. Ability to define classification attributes for each type of document.

The dynamic and configurable properties can be connected to each other by defining their relations with a rule-based logic.

The module allows users to organize the documents stored in virtual folders. The documents in the folder can be imported from the file system simply by drag & drop, just dragging individual documents or the entire folder into the system. The creation of new documents (text, spreadsheets or presentations) can take place starting from a customized model.

One of the main aspects and benefits of tracking information is linked to mail management. The most important communications and exchange of documents take place via mail. RuleDesigner is able to track and intercept all sent/received emails, to check their content and to store them as a document.  Furthermore, there is no need to change mail server or client.

For each document category, it is possible to define a specific approval process and intermediate authorization levels up to distribution and sharing. The approval requests are notified in real time to the interested people/figures that can operate on the workflow in mobility.

Sharing of documents can take place with single company collaborators or groups based on rules and functions covered. Sharing can also take place with users outside the company based on their classification (customers, vendors or resellers) who can view all the related documentation by accessing to portals.

Documents in progress can be assigned automatically by the system to specific users through their personal Myhome or system notifications.

RuleDesigner allows to define the company chart with roles and functions for each collaborator and then manage distribution lists to notify changes on documents.

There are different ways to search for stored documents: by attributes, by free search or by graphically browsing logical folders. Documents can be quickly identified by configuring custom search profiles. The results can be seen as a list or a document thumbnail.

Document review functions are available to keep track of changes over time and make it possible to consult all revisions of the document and details of all the actions carried out by users on the document itself.

Integration with Microsoft Office allows to create and edit documents directly from the Word or Excel environment , running check-in or check out operations with optimization functions while transferring files.

For each document, traceability of all actions performed for each revision is maintained by users (consultation, modification or revision) both internal and external.

Ability to insert notes in documents and using chat integrated tools to contextualize discussion threads.

Classification allows to organize documents in gadgets to create custom user pages.

Possibility to activate synchronizations with company applications to retrieve, update or delete documents, sharing them through a single integrated portal and updated in real time.

Through the project management environment it is possible to coordinate activities of a working group to create technical folders or other documents that require the participation of different business functions.

By integrating the management of document to that of projects and job order, it is possible to provide a quick and secure consultation of the document heritage, drastically reduce both lead times and release of technical documentation (Product Requirements, Project Specifications, Work Package); all of this is integrated to the global collaborative process management.

By integrating the documents within the PLM system, it is possible to collect and share all the product documentation all along its lifecycle with collaborators or company stakeholders.

Configuration processes can be applied to documents for the automatic generation of technical files, manuals, assembly instructions, catalogs or price lists in one standard and homogeneous mode. RuleDesigner Configurator can produce multiple document output formats (Microsoft Office, Adobe InDesign, pdf and html) and store them automatically in the document manager.

Management of multiple design sites. Multi-site synchronization rules are configured with different levels of storage visibility. Ability to allow or deny synchronization of individual part-numbers, range of part-numbers related to a product structure or regular expression.

With this option, the performance in a multi-site system can be comparable to those of a normal PDM management in one site.

Multilingual management of attributes and values of personal data, in title blocks and in the consultation area