Tenant administration in Upchain

Tenant Administrators are responsible for configuring Upchain to meet their business rules and processes. Learn how to access and navigate the Tenant Administration interface to get started with managing your tenant. We'll cover inviting users, as well as editing and deactivating a user account. We also explore how to set up an out-of-the-office message for absent users, and how to export user reports.

This content takes approximately 45 minutes to complete. By the end, you should be able to:

• Locate and access the Administration interface
• Briefly describe what a Tenant Administrator is responsible for configuring and managing
• Invite users to your tenant, manage and deactivate a user account
• Run and export tenant-wide user activity reports

• Getting started with the administration in Upchain
• User management in Upchain
• Getting started with tenant and user administration in Upchain - Quiz
• Conclusion and next steps

Here, we’ll configure the information we need to define how items are numbered and described in Upchain. This includes configuring a set of item numbering rules so that items are assigned the correct number as they are created, setting up custom item attributes in addition to the “out of the box” attributes to capture all required information about the item, and setting up a categorization scheme that allows us to further label items according to purpose and type.

We will approach this from the perspective of an example company, where we are looking to take a specific item numbering scheme that was already in place from a previous system and translate that into Upchain. We’ll also approach the item attributes and categorization topics in the same way.

This content takes approximately 1 hour and 5 minutes to complete. By the end, you should be able to:

• Configure an item numbering scheme including specific formatting for the numbering, and major and minor revisions
• Map CAD properties to item attributes
• Create custom item attributes of various types
• Configure a categorization scheme, including categories and subcategories, as well as categorization attributes
• Apply categorization to an item and use the Advanced search to locate an item by its categorization

• Configuring item numbering in Upchain
• Configuring item attributes in Upchain
• Item categorization in Upchain
• Item configuration in Upchain - Quiz
• Conclusion and next steps

Here, we introduce you to workflows in Upchain. We discuss what they are, what they’re for, and the sorts of objects governed by a workflow. We’ll also introduce you to the workflow editor and demonstrate the basic functions you’ll need to start creating and managing your own workflows.   

This content is intended as a basic introduction. Subsequent content explore workflows for specific objects, such as Change requests, in greater detail. 

This content takes approximately 45 minutes to complete. By the end, you should be able to:

• Describe what a workflow is
• List the different Upchain objects governed by a workflow
• Copy a system workflow
• Create a workflow from scratch
• Identify the required primitives for all workflows
• Edit a workflow, and save and publish changes

• Getting started with workflows in Upchain
• Creating and managing workflows in Upchain
• Workflow management 1: Getting started with workflows in Upchain - Quiz
• Conclusion and next steps

Explore the capabilities of the Change request workflow and discuss some possibilities for what you can include in your workflows. We’ll build an example workflow that incorporates additional checks by Upchain and by team members before releasing an item, and also look at how to create a workflow to obsolete an item.    

This content takes approximately 60 minutes to complete. By the end, you should be able to:

• Build a Change request workflow that can check item attributes and files, include multiple decision points, and finally release items
• Ensure this workflow is publishable by Upchain
• Explain that Upchain can only check for the presence of certain data, not its validity
• Briefly describe what the Object decision primitive, Decision primitive, and System primitive can do in a Change request workflow
• Explain the purpose of obsoleting an item
• Build a Change request workflow that can obsolete items that are in development

• Planning and building automated item checks
• Adding decision points and connecting primitives in Upchain
• Constructing a change request workflow to obsolete an item in Upchain
• Workflow management 2: Change requests in Upchain - Quiz
• Conclusion and next steps

Explore the capabilities of the Investigation request workflow and discuss some possibilities for what you can include in your workflows. We’ll build an example workflow that incorporates multiple people within an organization to demonstrate how an investigative process can involve everyone that is required. We’ll also explore and build a supplier RFQ workflow and discuss how this enables collaboration with external suppliers.

Many organizations have some sort of redlining process in place, where teams outside of engineering review the design and drawings and highlight areas that need attention. Throughout this content, we build a workflow that follows a fairly simple redlining process.

This content takes approximately 60 minutes to complete. By the end, you should be able to:

• Build an Investigation request workflow that involves tasks and decision points
• Build a supplier RFQ workflow that involves supplier collaboration
• Briefly describe what the decision, task, and notification primitives can do in an Investigation request workflow
• Test a workflow to ensure it achieves your desired outcomes

• Planning and building an investigation request workflow
• Publishing and testing an investigation request workflow
• RFQ workflows in Upchain
• Workflow management 3: Investigation requests in Upchain - Quiz
• Conclusion and next steps