You can assign the workflow of a technical file to a user in your account.
When they change the workflow status, the workflow is automatically assigned back to you, so you’ll immediately be notified when they’re done.
On the technical files page you can create a tab to see the files that have been assigned to you or any of your colleagues.
When requesting documents from your supplier, you had to select the requirements for which you wanted to receive documents.
To make it easier to understand what you are requesting, you now select the documents you want to receive.
On the requirements tab of your technical files you can still see for which requirements you requested documents.
On the documents tab in your technical files, you can select multiple documents and download them in a zipfile.
On the document tab of your technical files you can see the documents that are missing from your technical file.
Please note that in order for this list to be accurate, you need to assign a document category to every document in your technical file.
Traceability is important, so we added a new field called "Batch code" to the articles in the technical files.
It helps to keep track which technical file is related to which batch of a certain article.
On the technical files page you can even search for it.
Just type batchcode:12345 and you will get the technical file that has an article with batch code 12345
By default, searching on the technical files page check many fields in your technical files.
But sometimes you may want do a specific search.
We added some context search words to do this for specific fields.
You can use them in the "Find" field above the table on the technical files page or in the "Text filter" field of a custom technical files search tab.
Here are some examples:
Shows only files that have been created by John Doe (*)
Shows only files that have tag Winter 2019 (*)
Shows only files that do not have tag Summer 2019 (*)
Shows all files having an article with purchase order number 12345
Shows all files having an article with barcode 12345
Shows all files having an article with batchcode 12345
Shows only files that have requirement EN 60335-2-33 in their requirement list (*)
Shows only files that have requirement EN 60335-2-33 and is fulfilled (*)
Shows only files that have requirement EN 60335-2-33 and is unfulfilled (*)
Shows only files that have requirement EN 60335-2-33 set to not applicable (*)
(*) the filter uses partial matching, i.e. EN 60335-2-33 matches with EN 60335-2-33:2013 and EN 60335-2-33:2016
You can also find these examples on the custom search tab dialog, below the "Text filter" field.
We added to two date fields to the technical files page which will help you manage your workflow.
The activation date is the date on which your technical file went from pre-draft to draft. This will help determine more accurately when you started working on a file. For files that were never pre-draft, the activiation date is the same as the creation date.
The expiry date is the date on which the technical file cannot be used for re-orders without checking the expiry reason because on that date either a document expires or a new requirement is applicable and they may have consequences for the compliance status of the product.
This date is automatically checked and updated every night.
If you manually add additional requirements to the requirements list of your technical file, you can now identify these requirements by the orange badge with the letter 'M'. This makes it easier for you to distinguish between the requirements that were added automatically and the ones you chose to add yourself.
You can now view platform updates from within the platform.
If there are any new updates, the bull horn in the top menu will be colored blue with the number of new updates.
We added a new tab 'Related files' to your technical files where you can see other technical files for the same articles and technical files with a bill of materials that has a component linked to your article.