Procedure documentationCreating New Versions from the Initial Screen (PLM Web UI)

Procedure

  1. In the Documents work center on the PLM Web UI, choose Start of the navigation path Documents Next navigation step Create Document End of the navigation path.

  2. Enter the following data:

    • Document Number

    • Document Type

    • Document Part

  3. Enter the document version.

    Depending on the setting for version assignment of the document type, you may have to make an entry or the system takes the next possible version increment automatically. The following overview displays the options for version assignment.

    Settings for Version Assignment of Document Type

    Activities

    Automatic assignment

    The system ignores each entry in the Document Version field. The successor for the next highest version is automatically assigned (after the version number increments are set).

    No automatic assignment

    You enter the data for the new version on the initial screen for creating documents.

    The next free version is to be assigned for the highest existing version.

    Enter the special character * in the first part of the Version field. The system assigns the numbers according to the version number increments.

  4. Confirm your entries by choosing the Continue pushbutton.

    The system displays the Create Document: Version Management dialog box.

  5. Select the version of the document info record that you want to use as a template or continue without using a template. Choose OK.

  6. Edit the data on the General Data tab page.

  7. Save the new version.