Autodesk 46304-050008-1600A Implementation Guide - Page 86

Categories, Con Vault Workgroup

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The third Lifecycle definition is the Long Lead Time Release process. This process supports the lifecycle states. 1 Work in progress 2 For Review 3 Pre-Release 4 Released 5 Quick Change 6 Obsolete Adding the Pre-Release lifecycle state allows users to track documents that must be released earlier for ordering materials with long delivery times. The fourth Lifecycle definition is the Simple Release process. This process supports the lifecycle states. 1 Work in progress 2 Released If all you want to do is control which documents are currently released and which documents are being worked on this Lifecycle definition can be used. The last Lifecycle definition is the None definition, which allows Vault to be used without Lifecycles. Categories Category management provides a way to group properties logically. Grouping by category provides a means for assigning a defined set of behaviors and rules to one or more files. A category labels a file and also sets the defined behaviors that can be used on the file. For example, you can use categories to mark files as engineering documents or office documents. Once these categories have been assigned, you can use Vault rules to assign default properties, revision schemes, and lifecycle definitions. 1 On the Start Menu, select All programs ➤ Autodesk ➤ Autodesk Data Management ➤ Autodesk Vault [Product Name]. 2 Log in to the Vault. 80 | Chapter 7 Configure Vault Workgroup

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The third Lifecycle definition is the Long Lead Time Release process. This
process supports the lifecycle states.
1
Work in progress
2
For Review
3
Pre-Release
4
Released
5
Quick Change
6
Obsolete
Adding the Pre-Release lifecycle state allows users to track documents that
must be released earlier for ordering materials with long delivery times.
The fourth Lifecycle definition is the Simple Release process. This process
supports the lifecycle states.
1
Work in progress
2
Released
If all you want to do is control which documents are currently released and
which documents are being worked on this Lifecycle definition can be used.
The last Lifecycle definition is the None definition, which allows Vault to be
used without Lifecycles.
Categories
Category management provides a way to group properties logically. Grouping
by category provides a means for assigning a defined set of behaviors and rules
to one or more files. A category labels a file and also sets the defined behaviors
that can be used on the file.
For example, you can use categories to mark files as engineering documents
or office documents. Once these categories have been assigned, you can use
Vault rules to assign default properties, revision schemes, and lifecycle
definitions.
1
On the Start Menu, select All programs
➤
Autodesk
➤
Autodesk Data
Management
➤
Autodesk Vault
[Product Name]
.
2
Log in to the Vault.
80
| Chapter 7
Configure Vault Workgroup