SDM-DesignTracker 5.0 User Guide - MKS

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24 • SDM-DesignTracker 5.0 User Guide To work with priority codes: 1. From the SDM-DesignTracker main menu, type option 20, Setup Menu, to display the SDM-DesignTracker Setup Menu. 2. From the Setup Menu, type option 24,Priority Codes, and press ENTER to display the Work with Priority Codes panel. Priority codes can also be accessed from the command line using the Work with Priority codes command DTWRKPC. To display a specific priority code at the top of the Priority Code List, type the priority code in the Prty field and press ENTER. 3. If you are creating a priority code, type 1 in the Opt field to display the Create Priority Code panel. If you want to perform a different function, you can select 2=Change, 3=Copy, 4=Delete, or 5=Display. 4. Enter the following: a) character ID code b) Short description (which is displayed on the selection panels) c) Longer description. 5. Press ENTER to process your entries. The panel remains displayed for additional entries. 6. Press F12=Cancel to redisplay the Work with Priority Codes panel, or press F3=Exit to redisplay the Setup Menu. Common Question Q. If I am using SDM-SupportCenter, do the request priority codes need to be equivalent to SDM-SupportCenter call priorities? A. Yes. This is especially important if you want to create service request or design requests from an existing SDM-SupportCenter call.
Working With Project Creation Rules The Work with Project Creation Rules function is used to create rules to automate the creation of design request projects in SDM-ProjectMaster. Each code is associated with a set of detailed rules that determine the task(s) to be created for each entity on the Design Request Entity List. The rules defined here can be simple (one task per project) or complex (multiple functions for each project and multiple tasks per entity) depending on your individual processing requirements. This is an optional function that requires SDM-ProjectMaster to be loaded. The SDM-DesignTracker System Administrator at the beginning of setup typically performs it. The priority codes are used to set up the default requester, benefit, and priority codes in System Control. To work with project creation rules: 1. From the SDM-DesignTracker main menu, select option 20, Setup Menu, and press ENTER to display the Setup Menu. 2. From the Setup Menu, select option 33 and press ENTER to display the Work with Project Creation Rules panel. This function can also be accessed from the command line using the Work with Project Creation Rules command DTWRKPCR. The Work With Project Creation Rules detail panel is used to identify the project creation rule code, description and the associated parameters. To display a specific creation rule at the top of the list, enter the creation rule in the Rule field and press ENTER. 3. If creating a new creation rule, type 1 in the Opt field to display the Create Project Creation Rule panel. If you want to perform a different function, you can select 2=Change, 3=Copy, 4=Delete, or 5=Display. 4. Enter the following information: a) Character ID code - this is a required field. b) Short description (displays on selection panels) c) Domain - Name of the SDM-ProjectMaster domain the created project is assigned to. This is a required field. d) Group - Optional name of the SDM-ProjectMaster group the created project is assigned to. e) Default activity - Name of the SDM-ProjectMaster activity which will be applied to a task if creating a single task project. f) Default task name - Name of the SDM-ProjectMaster task to be assigned to a task if creating a single task project (defaults to *DRNBR) 5. Press ENTER to accept the project creation rule. 6. Press F12=Cancel to redisplay the Work with Project Creation Rules panel. The rule you just created displays on the list. Chapter 3 Setup Tasks • 25
Page 1 and 2: SDM-DesignTracker 5.0 User Guide
Page 3 and 4: Contents CHAPTER 1 BEFORE YOU BEGIN
Page 5 and 6: CHAPTER 6 SDM-DESIGNTRACKER COMMAND
Page 7 and 8: CHAPTER 1 BEFORE YOU BEGIN Who Shou
Page 9 and 10: MKS Product Support When you have q
Page 11 and 12: What to Expect MKS Product Support
Page 13 and 14: CHAPTER 2 GETTING STARTED What is S
Page 15 and 16: Starting SDM-DesignTracker To start
Page 17 and 18: What’s New in This Release The us
Page 19 and 20: New Options on the Setup Menu The n
Page 21 and 22: 10, Work With Versions The version
Page 23 and 24: Integrated File System (IFS) Manage
Page 25 and 26: CHAPTER 3 SETUP TASKS Overview This
Page 27 and 28: Working With Service Request and De
Page 29: Note: Changing the Closed status fr
Page 33 and 34: 3. If creating a new system, type 1
Page 35 and 36: Working With Companies, Divisions,
Page 37 and 38: To establish divisions and departme
Page 39 and 40: Working With Cost Centers Task Vari
Page 41 and 42: Work With Products Panel Options Th
Page 43 and 44: Default Source Indicate whether sou
Page 45 and 46: Working With Product Versions A ver
Page 47 and 48: Product Version Maintenance Field D
Page 49 and 50: To work with releases: 1. From Work
Page 51 and 52: Working With From Environments The
Page 53 and 54: Product Version Environment Mainten
Page 55 and 56: Working With Users This option allo
Page 57 and 58: Work With Users Task Variations If
Page 59 and 60: Working With Resources This option
Page 61 and 62: 3. Type 8 in the Opt field to displ
Page 63 and 64: Release Setup Options The Release S
Page 65 and 66: Working With Media Types Media defi
Page 67 and 68: Working With Countries Country code
Page 69 and 70: Working With Customer Types Custome
Page 71 and 72: CHAPTER 4 WORKING WITH SERVICE REQU
Page 73 and 74: Subset Service Requests Task Variat
Page 75 and 76: 6. You can set the initial values f
Page 77 and 78: Depending on your subset authoritie
Page 79 and 80: Subsetting Design Requests 4. Attac
Page 81 and 82:
Creating a Design Request This task
Page 83 and 84:
Create Design Request Task Variatio
Page 85 and 86:
Attaching SDM-SupportCenter Calls t
Page 87 and 88:
CHAPTER 5 SDM-IMPLEMENTER INTERFACE
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5. On the Check Out main panel, pre
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SDM-DesignTracker to SDM-Implemente
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To select objects: 1. Type option 1
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Working With Entities - Ready for C
Page 97 and 98:
Working With Design Request Entitie
Page 99 and 100:
Release Control Development Scenari
Page 101 and 102:
Working With Products and Versions
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To create release types: 1. From th
Page 105 and 106:
Working With the Release Status The
Page 107 and 108:
To work with the release status: 1.
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Release Status Specify the status a
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CHAPTER 6 SDM-DESIGNTRACKER COMMAND
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System Name of the computer system
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Dept The department of the division
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Changing Design Requests (DTCHGDR)
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Estcost Additional area to store co
Page 121 and 122:
Userdef2 User-defined field value f
Page 123 and 124:
Approve Design Request (DTAPRDR) Co
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CHAPTER 7 UTILITIES Overview This c
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Printing the Design Request Standar
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Printing the Service Request Summar
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subset option, or press ENTER again
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c) Enter the value you want to sear
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APPENDIX A GLOSSARY OF TERMS admini
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domain This is an SDM-ProjectMaster
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elease type User-defined variable t
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INDEX A Abstract/Probe building the
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N Narrative, defined 131 O Object s
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SDM-DesignTracker 5.0 User Guide - MKS

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