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By Mike Thomas
Vault is more than just file management. But to track revisions, implement approvals, have only the right people doing the right things, and auto creating PDFs you need to invest time into setting up lifecycles.
I’ve presented this topic in various iterations over the years at AU, but this is the first time I’ve organized the details into the process I follow. Lifecycle management is not difficult, especially when following a regimented structured approach, like the seven steps I follow.
IM462271 – Seven Steps to Building the Ideal Lifecycle
Click this link to watch the recording of the class and download the handout and presentation!
Class Description
The ideal lifecycle is possible. Everyone can manage change the way they want—and, in fact, they do. Because, the way you manage files now, regardless of whether you like it or not, is what you choose to do. To move past the basics of file management into the area of drawing revisions, approvals, security, and advanced property management, you need to deal with lifecycles. In this class, we’ll look at Vault lifecycles and help you decide which is the best course of action. This class will introduce you to the powerful tools that are available in Vault Workgroup and Vault Professional for revision management, approval workflows, and engineering change orders (ECOs). Learn how categories are used to control the flow of your data and how versions and revisions are intertwined. We’ll also cover how to apply different revision schemes and how to initiate and track change via a change order.
Learning Objectives
- Learn how to configure lifecycle definitions.
- Learn how to apply state changes.
- Learn how to apply security settings.
- Learn how to manage revisions.
Speaker
Mike Thomas – Technical Services Manager, Prairie Machine
Mike spent the first half of his career in the Autodesk channel working for a reseller as an Application Specialist. During his travels, he was very fortunate in helping solve issues utilizing Autodesk software. Now he is the Technical Services Manager at Prairie Machine www.prairiemachine.com a mining equipment manufacturer. Reporting to the general manager, Mike is responsible for overseeing the company’s technical operations and strategic technical growth. His primary duties include the ongoing support of critical computer applications and the interactions between departments.
Twitter – @aurbis
LinkedIn – https://www.linkedin.com/in/mike-thomas-34b768b
Fun Fact! Mike was named as one of our top speakers at AU2020 – congrats Mike and thanks for sharing your passion for PDM with the Autodesk Community!
