https://www.youtube.com/watch?v=Coztp_8mSlk
Objective
To provide a clear and concise step-by-step guide for team members to create a new version of a product efficiently and accurately, minimizing misunderstandings and errors
Key Steps
- Navigate to Product Versions Tab
- Access the product you wish to create a new version for by selecting the "Product Versions" tab
- Initiate Version Creation
- Click the Create Version button (blue button)
- Input Version Details
- Add suffixes for the product title and product ID. to differentiate the new version from the original
- Add Description
- Provide a brief description of the new version
- Enter Manufacturing Data
- Select the manufacturing process (e.g., Material Extrusion)
- Choose the material type (e.g., Polymer)
- Select the applicable standard (e.g., API 20T)
- Assign a criticality level (e.g., Criticality 1)
- Upload Relevant Files
- Attach any necessary files related to the new version using the designated upload method
- Alternative Version Creation Method
- If sending the part for RFQ (Request for Quotation), be aware that a new version may be created automatically if the manufacturer suggests changes to the scope of work or inspection/test plan during negotiations
- Finalize Version Creation
- Review all entered information for accuracy
- Click Create and Publish to finalize the new version
- Verify New Version
- Return to the product overview and click on View to see the details of the new version
- Click on the version name to access the specific details of that version
Cautionary Notes
- Ensure that all inputs are accurate before clicking Create and Publish, as errors may lead to confusion in future product management
- Always check for existing versions to avoid duplication of effort
Tips for Efficiency
- Familiarize yourself with the product's existing versions and their details before creating a new one to ensure clarity in naming and descriptions
- Use a consistent naming convention for suffixes to make version tracking easier