In the fast-paced world of file management, efficient workflow transitions are crucial. Introducing the Equivaq’ product, Transition Time, designed to automate your Product Data Management (PDM) workflow transitions on a customized schedule. Here’s how Transition Time can revolutionize your workflow management and reduce the bottlenecks that can occur in PDM processes.
Understanding Transition Time
Transition Time is an innovative add-in for automating the transition of files through the PDM workflow. This tool empowers you to set up an unlimited number of transition tasks, applicable across various workflows, to keep your files progressing seamlessly through the system. Particularly beneficial for fast-paced environments, Transition Time provides an effective solution for minimizing workflow stagnation, ensuring that files don’t idle in specific states unnecessarily.
Built-In Functions and Transition Time Features
Prior to Transition Time, built-in PDM functions like delay in state notifications and automatic transitions provided some automation capability. However, these functions have limitations. Delay in state notifications only alert users, without moving files, while automatic transitions cannot operate on a schedule. Transition Time bridges these gaps by incorporating both features, allowing transitions to occur on a set schedule even when files are delayed.
Setting Up Transition Tasks
The setup process involves utilizing PDM’s task functionality, where you can customize your transition tasks to match your specific needs. Some of the setup options include:
Scheduling Options: Choose between running tasks at specific intervals or set times, such as daily, weekly, or at custom intervals—even during off-hours.
Advanced Scheduling: Set multiple transition tasks to run simultaneously or adjust the frequency of execution as required.
Custom Workflow Management: Designate tasks for different workflows and states, determining how files transition, for instance, from “pending approval” to “work in process.”
Execution and Outcomes
Once the task setup is complete, Transition Time will evaluate files and execute tasks autonomously, transitioning files based on your specified parameters. No additional input from users is required, and administrators can receive notifications upon task completion to stay informed about workflow progress.
With Transition Time, Equivaq offers a robust solution to streamline PDM workflow transitions, enhancing efficiency and reducing process bottlenecks. Embrace the power of automation and elevate your team’s productivity by implementing Equivaq’s Transition Time add-in for your workflow needs.
More in this EquivaQ Series
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- Equivaq Binder Add-in for SOLIDWORKS PDM: Faster Reference Management & Automated ECN Affected Items
- Equivaq PDM Auditor Pro: Granular User Activity Reports & Local Cache Alerts in SOLIDWORKS PDM
- Equivaq Hub Add-in: Streamline SOLIDWORKS PDM User & Group Management with a Live Group Matrix
- Rename SOLIDWORKS PDM Files with Serial Numbers: Dispatch vs Equivaq Serial Number Rename Tool
- Automate PDM Workflow Transitions on a Schedule with Transition Time (Equivaq)
- Equivaq Atlas: Real-Time PDM Dashboards in Your Browser (No PLM Required)
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