2. Create a Part

2.6 Part Versions

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

  1. Navigate to Product Versions Tab
    • Access the product you wish to create a new version for by selecting the “Product Versions” tab
  2. Initiate Version Creation
    • Click the Create Version button (blue button)
  3. Input Version Details
    • Add suffixes for the product title and product ID. to differentiate the new version from the original
  4. Add Description
    • Provide a brief description of the new version
  5. 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)
  6. Upload Relevant Files
    • Attach any necessary files related to the new version using the designated upload method
  7. 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
  8. Finalize Version Creation
    • Review all entered information for accuracy
    • Click Create and Publish to finalize the new version
  9. 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