In this lesson, we’ll learn how to take advantage of tools and processes that make it easy to collaborate with other stakeholders.
The PDF Viewer enables you to view a variety of documents directly within a web browser. Let’s learn how to use the PDF Viewer to comment on a document and share those comments with others by using markups.
Any referenced datasets can be downloaded from "Module downloads" in the module overview.
Transcript
00:04
The PDF viewer allows you to view more than just PDF files from within Upchain.
00:09
You can also view Excel,
00:11
Word,
00:11
CAD drawings and images.
00:13
The viewer also allows you to add additional information
00:16
to these files through the use of markups.
00:19
Start by locating the document you wish to view.
00:22
For example,
00:23
this assembly item in our project has various files attached to it.
00:27
In the details panel,
00:29
we can open the documents tab to see what has been attached.
00:33
From here,
00:34
we can open the CBOM to view the 3D CAD files
00:38
or the drawings tab if we know drawings have been associated with this item.
00:43
We could also open the translation section to
00:46
view any translations that Upchain may have generated.
00:50
We can clearly see the PDF version of the drawing file attached to our item.
00:55
We can open the drawing by clicking the little eyeball next to the name.
01:01
Now that we have our document open,
01:02
we have a number of options available to us in
01:05
order to add annotations and markups to our document.
01:09
If you've used the PDF editor before,
01:11
many of these may look familiar to you.
01:14
Let's navigate down to the last page of this document
01:17
and add in our comments.
01:20
In the middle of the screen,
01:21
we can find our main editing toolbar.
01:23
This is used to add further content to the document
01:26
or call attention to things that need to be reviewed,
01:29
changed,
01:30
or updated
01:31
within the specific part or assembly.
01:34
Let's start by highlighting the details that we would
01:36
like our CAD user to take a look at.
01:39
Let's zoom in on our detail.
01:43
And make use of the markup tools to highlight a particular portion of the drawing.
01:50
From here we can zoom in further.
01:53
Roughly sketch in further detail,
01:55
however we like.
01:58
Just to make sure our designer is aware of what we need here,
02:01
we can add a note
02:03
regarding our comments.
02:04
Decrease
02:05
diameter
02:07
to
02:10
dimension,
02:11
and include
02:14
spec
02:14
here.
02:16
If this particular modification needed to be issued immediately,
02:20
we are free to select the create IR button up in the top right.
02:24
This will fire off our markup to the relevant people for review.
02:28
We will come back to investigation requests specifically in an upcoming video.
02:34
Let's zoom out back to how we had our drawing previously.
02:41
Next,
02:41
let's use our markup tool to create a
02:43
revision cloud around the area that needs attention.
02:47
Just to make sure that our designers don't miss
02:49
the markup that we made on this page.
02:52
When we are done,
02:53
we can use the save feature to save our markup specifically.
02:58
Give it a name.
03:06
And hit save.
03:08
The markup will now be available to other users within
03:11
Upchain and free to send out via investigation request.
03:15
Note that a list of already created markups can be viewed by clicking on the markups.
03:20
This will bring up a window of markups created by yourself and other users
03:24
to view all the changes that we've made so far today.
03:28
We can even select these and make
03:30
further comments or add in additional information.
03:33
Well,
03:34
we've been quite thorough with our markups today,
03:36
of course,
03:37
if we were pressed for time,
03:38
we could have simply added only 1 or 2 comments
03:41
and issued that without any further effort.
03:45
We can now make use of the measure tool to add in a dimension here.
03:50
Perhaps we want this to be something specific,
03:53
like 2 inches,
03:54
and we can be clear about that
03:57
by adding a comment to be.
03:60
What we need.
04:05
We have quite a few more options available to us within the PDF viewer.
04:09
So don't be afraid to experiment with these tools and see what might work for you.
04:13
Our Upchain help section also provides information on every single function
04:18
available within the PDF viewer.
04:21
So we have now seen how we can open the documents within the PDF viewer,
04:26
and the tools available in order to add comments and markups.
00:04
The PDF viewer allows you to view more than just PDF files from within Upchain.
00:09
You can also view Excel,
00:11
Word,
00:11
CAD drawings and images.
00:13
The viewer also allows you to add additional information
00:16
to these files through the use of markups.
00:19
Start by locating the document you wish to view.
00:22
For example,
00:23
this assembly item in our project has various files attached to it.
00:27
In the details panel,
00:29
we can open the documents tab to see what has been attached.
00:33
From here,
00:34
we can open the CBOM to view the 3D CAD files
00:38
or the drawings tab if we know drawings have been associated with this item.
00:43
We could also open the translation section to
00:46
view any translations that Upchain may have generated.
00:50
We can clearly see the PDF version of the drawing file attached to our item.
00:55
We can open the drawing by clicking the little eyeball next to the name.
01:01
Now that we have our document open,
01:02
we have a number of options available to us in
01:05
order to add annotations and markups to our document.
01:09
If you've used the PDF editor before,
01:11
many of these may look familiar to you.
01:14
Let's navigate down to the last page of this document
01:17
and add in our comments.
01:20
In the middle of the screen,
01:21
we can find our main editing toolbar.
01:23
This is used to add further content to the document
01:26
or call attention to things that need to be reviewed,
01:29
changed,
01:30
or updated
01:31
within the specific part or assembly.
01:34
Let's start by highlighting the details that we would
01:36
like our CAD user to take a look at.
01:39
Let's zoom in on our detail.
01:43
And make use of the markup tools to highlight a particular portion of the drawing.
01:50
From here we can zoom in further.
01:53
Roughly sketch in further detail,
01:55
however we like.
01:58
Just to make sure our designer is aware of what we need here,
02:01
we can add a note
02:03
regarding our comments.
02:04
Decrease
02:05
diameter
02:07
to
02:10
dimension,
02:11
and include
02:14
spec
02:14
here.
02:16
If this particular modification needed to be issued immediately,
02:20
we are free to select the create IR button up in the top right.
02:24
This will fire off our markup to the relevant people for review.
02:28
We will come back to investigation requests specifically in an upcoming video.
02:34
Let's zoom out back to how we had our drawing previously.
02:41
Next,
02:41
let's use our markup tool to create a
02:43
revision cloud around the area that needs attention.
02:47
Just to make sure that our designers don't miss
02:49
the markup that we made on this page.
02:52
When we are done,
02:53
we can use the save feature to save our markup specifically.
02:58
Give it a name.
03:06
And hit save.
03:08
The markup will now be available to other users within
03:11
Upchain and free to send out via investigation request.
03:15
Note that a list of already created markups can be viewed by clicking on the markups.
03:20
This will bring up a window of markups created by yourself and other users
03:24
to view all the changes that we've made so far today.
03:28
We can even select these and make
03:30
further comments or add in additional information.
03:33
Well,
03:34
we've been quite thorough with our markups today,
03:36
of course,
03:37
if we were pressed for time,
03:38
we could have simply added only 1 or 2 comments
03:41
and issued that without any further effort.
03:45
We can now make use of the measure tool to add in a dimension here.
03:50
Perhaps we want this to be something specific,
03:53
like 2 inches,
03:54
and we can be clear about that
03:57
by adding a comment to be.
03:60
What we need.
04:05
We have quite a few more options available to us within the PDF viewer.
04:09
So don't be afraid to experiment with these tools and see what might work for you.
04:13
Our Upchain help section also provides information on every single function
04:18
available within the PDF viewer.
04:21
So we have now seen how we can open the documents within the PDF viewer,
04:26
and the tools available in order to add comments and markups.
The 3D Viewer enables you to view a CAD model within a web browser. Let’s explore the distinct ways we can leverage different view options and markup tools to collaborate on a design.
Any referenced datasets can be downloaded from "Module downloads" in the module overview.
Let’s look at how to create and manage an Investigation Request (IR) to formally communicate changes in a design to another team member. We’ll explore the full lifecycle of an Investigation Request and see how different stakeholders interact with it.
Any referenced datasets can be downloaded from "Module downloads" in the module overview.
Transcript
00:04
In this video, we explain what an investigation request is in Upchain, how to create one and how it can be resolved.
00:12
So let's take a look.
00:14
Investigation requests of business processes is used to initiate the change process and promote discussions internally about a particular product,
00:22
item or assembly.
00:24
Investigation requests or IRs are usually one of two types.
00:29
Design related or an RFQ, request for quote, from supplier.
00:34
Unlike change requests, they do not affect the status of the item.
00:38
In the previous video, for example, we came across some issues with this winding assembly and we saved the markup of our comments within Upchain.
00:47
We would now like to generate an investigation request in order to have the part reevaluated by certain users,
00:54
as well as create a logged entry of the problem.
00:57
Let's open up the 3D viewer by clicking on the thumbnail.
01:00
Now with the 3D viewer open, we can open up a list of previously created markups from the markups tab.
01:07
From here, we can double click on a markup to have it displayed.
01:11
Once we found the relevant markup, we can go ahead and create an investigation request to act on these changes.
01:18
As we mentioned previously, there are multiple ways to create an investigation request directly from our 3D viewer.
01:24
The most straightforward way is to simply hit the "Create IR" button in the top right.
01:29
This will start the process for creating an IR and associating this markup to it as we can see here.
01:35
Regardless of how we create the IR, we will need to fill out the pop up window that appears.
01:41
We'll need to plug in a name and add a detailed description.
01:45
This could include information about the changes, the part itself or whatever suits your organization.
01:51
We need a start date to assign it to the relevant role or team member via the drop down.
02:01
Next, we will need to select the workflow for the IR. We can use an out of the box workflow or a custom one created by our tenant admin.
02:10
Lastly, let's choose a type, design or RFQ.
02:14
We can also attach additional documents or additional Upchain documents if required.
02:21
Once we have all the information input, we can go ahead and click on the "Create and start" button.
02:26
Upchain will now run the workflow and start the process.
02:29
There are other ways to create an investigation request, such as from our BOM interface.
02:34
Simply select the relevant item from the main panel in your BOM, click on the options and select "Create Investigation request".
02:42
From here, we will be presented with the same window, except now this investigation request is not immediately linked the markup we showed earlier.
02:51
This graphic shows us a potential life cycle for an investigation request as it moves through different users within the project.
02:59
When Paul logs into Upchain, he can see within his activity stream that the project has been assigned to him,
03:05
and can already view the task in his assignments.
03:08
From here, it's visible that the investigation request is regarding the winding assembly for the fishing reel project,
03:15
that Ryan is currently working on.
03:17
If the update has already been completed, Paul could just mark the IR as complete at this very moment and move on with his day.
03:23
If on the other hand, Paul needs additional documents and comments prior to completion,
03:28
he can do so via the edit button and fill out various relevant fields and attach the documents required.
03:35
From there, he can save the changes and complete the investigation request.
03:39
And all of this can be done from Upchain's CAD plugin within the CAD software.
03:44
Whichever way it is completed, it will send the IR back to the creator, in this case, me.
03:50
So switching roles back to me, we can then view the results of the investigation request,
03:54
and then determine if the IRs can be closed by accepting or if it requires further investigation by clicking on "Reject".
04:03
In our example, if everything looks good, we can go ahead and click on "Approve".
04:07
So, we have seen how investigation requests can be used to promote changes to products,
04:12
and open discussions between project team members to make improvements and enhancements or fix issues to the product.
00:04
In this video, we explain what an investigation request is in Upchain, how to create one and how it can be resolved.
00:12
So let's take a look.
00:14
Investigation requests of business processes is used to initiate the change process and promote discussions internally about a particular product,
00:22
item or assembly.
00:24
Investigation requests or IRs are usually one of two types.
00:29
Design related or an RFQ, request for quote, from supplier.
00:34
Unlike change requests, they do not affect the status of the item.
00:38
In the previous video, for example, we came across some issues with this winding assembly and we saved the markup of our comments within Upchain.
00:47
We would now like to generate an investigation request in order to have the part reevaluated by certain users,
00:54
as well as create a logged entry of the problem.
00:57
Let's open up the 3D viewer by clicking on the thumbnail.
01:00
Now with the 3D viewer open, we can open up a list of previously created markups from the markups tab.
01:07
From here, we can double click on a markup to have it displayed.
01:11
Once we found the relevant markup, we can go ahead and create an investigation request to act on these changes.
01:18
As we mentioned previously, there are multiple ways to create an investigation request directly from our 3D viewer.
01:24
The most straightforward way is to simply hit the "Create IR" button in the top right.
01:29
This will start the process for creating an IR and associating this markup to it as we can see here.
01:35
Regardless of how we create the IR, we will need to fill out the pop up window that appears.
01:41
We'll need to plug in a name and add a detailed description.
01:45
This could include information about the changes, the part itself or whatever suits your organization.
01:51
We need a start date to assign it to the relevant role or team member via the drop down.
02:01
Next, we will need to select the workflow for the IR. We can use an out of the box workflow or a custom one created by our tenant admin.
02:10
Lastly, let's choose a type, design or RFQ.
02:14
We can also attach additional documents or additional Upchain documents if required.
02:21
Once we have all the information input, we can go ahead and click on the "Create and start" button.
02:26
Upchain will now run the workflow and start the process.
02:29
There are other ways to create an investigation request, such as from our BOM interface.
02:34
Simply select the relevant item from the main panel in your BOM, click on the options and select "Create Investigation request".
02:42
From here, we will be presented with the same window, except now this investigation request is not immediately linked the markup we showed earlier.
02:51
This graphic shows us a potential life cycle for an investigation request as it moves through different users within the project.
02:59
When Paul logs into Upchain, he can see within his activity stream that the project has been assigned to him,
03:05
and can already view the task in his assignments.
03:08
From here, it's visible that the investigation request is regarding the winding assembly for the fishing reel project,
03:15
that Ryan is currently working on.
03:17
If the update has already been completed, Paul could just mark the IR as complete at this very moment and move on with his day.
03:23
If on the other hand, Paul needs additional documents and comments prior to completion,
03:28
he can do so via the edit button and fill out various relevant fields and attach the documents required.
03:35
From there, he can save the changes and complete the investigation request.
03:39
And all of this can be done from Upchain's CAD plugin within the CAD software.
03:44
Whichever way it is completed, it will send the IR back to the creator, in this case, me.
03:50
So switching roles back to me, we can then view the results of the investigation request,
03:54
and then determine if the IRs can be closed by accepting or if it requires further investigation by clicking on "Reject".
04:03
In our example, if everything looks good, we can go ahead and click on "Approve".
04:07
So, we have seen how investigation requests can be used to promote changes to products,
04:12
and open discussions between project team members to make improvements and enhancements or fix issues to the product.
