SDM-DesignTracker 5.0 User Guide - MKS

CHAPTER 3 SETUP TASKS
Overview
This chapter covers the tasks required to establish the user-defined processing
parameters for SDM-DesignTracker. The setup tasks should be performed in the
order found here. Each task description explains how to define system control
settings, processing parameters, user profiles, and so forth. You must complete each
of the tasks covered in this chapter in order to enter and process requests in SDM-
DesignTracker.
The setup tasks should be entered and maintained by the person responsible for the
administration of the SDM-DesignTracker system.
Note: Some of the common tasks in this chapter, such as Working with Products and
Working with Versions, are used for processing service and design requests, and are
also used for release management. The extent to which you define these elements
should be determined by your use of the product and individual business needs.
Other tasks, such as Working with Releases Types and Working with Release Status,
are used only with release management. A brief overview of these setup tasks is
included at the end of this chapter (see the Release Management User Guide for
detailed information). If you are interested in setting up release management in your
shop, contact your MKS Account Manager at (800) 633-1235.
The setup tasks that you need to perform are listed next along with a brief overview
of the task. These tasks should be performed in the following order:
Work with Service Request and Design Request Type Codes Tasks
define the various types of requests that can be logged to the system.
These request type codes can be specific to your processing
requirements.
Work with Service Request and Design Requests Status Codes
Tasks define the status codes used to identify the current status of a
request, and to identify other processing considerations based on the
status of a request.
Work with Priority Codes Task identifies the various priorities used
to track the relative importance of a request.
Chapter 3 Setup Tasks • 19