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.
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.
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.
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.
