PDM-based plan and file association process control method

Abstract

The invention provides a PDM-based plan and file association process control method in the PDM field. Off-line association of factory production plans and documents is upgraded into an online association mode with a controllable intermediate process, and through the functions of production plan online release, automatic distribution and receiving and automatic association matching of related achievement documents and plans based on a PDM system, visualization and paperless delivery whole process states of the production design plans and the associated documents are realized; according to the method, the efficiency of plan state process supervision and statistics, document classification and archiving and the convenience of knowledge sharing of production designers are greatly improved, the user operation process is simple, convenient and efficient, and compared with a traditional offline delivery means, subversive optimization is achieved. The method is suitable for enterprise plan and document association process control application. The method is suitable for being used as a PDM-based plan and file association process control method.

Description

Technical Field

[0001] The present invention relates to the extended application of the PDM field, and in particular to a plan and file association process control method based on PDM. Background Art

[0002] During the production and construction process of large enterprises, there are tens of thousands of production plans of various types, and the number of related achievement documents is huge. At present, the control of production plans in most enterprises still relies on manual statistics by planning managers. There is no direct correlation between production plans and achievement witness documents and other materials. The management process is mostly mechanical and repetitive manual operations. It is not only easy to miss results when counting and archiving them, but also easy to cause insufficient memory. The intermediate state is difficult to control, and the management efficiency is relatively low. Most PDM systems on the market are used simply for document data management. There are not many cases of online synchronization between production plans and documents, and no other patents have been found to explain this method.

[0003] Based on the above understanding, the present invention proposes a plan and document association process control method for production plans and related documents, which has powerful intermediate process control capabilities, realizes efficient association control of production plans, and real-time online sharing of document libraries, and is simple and efficient for personnel to operate.

[0004] This invention can be applied to process control associated with plans and documents in various other enterprises. Summary of the invention

[0005] In order to solve the deficiencies in the prior art, the present invention provides a PDM-based plan and file association process control method for the problem of online association and synchronization of PDM production plans and documents. The method optimizes the delivery process of PDM plans and associated documents, realizes the matching association of production plans and related documents, controllable intermediate processes, and online synchronization and sharing of document libraries, greatly improving management efficiency while ensuring accuracy. Solve the technical problem of online association and synchronization of PDM production plans and documents.

[0006] The solution adopted by the present invention to solve the technical problem is: A PDM-based plan and file association process control method upgrades the offline association between factory production plans and documents to an online association mode with controllable intermediate processes. Through the online release, automatic allocation and receipt of production plans based on the PDM system, and the automatic association and matching of related outcome documents with plans, the whole process status of production design plans and related documents can be visualized and paperless, and the output outcome document knowledge base can be shared online. The method includes the following steps: 1) The planning manager arranges the production plan according to the construction nodes, including the plan number and the system identification information of the responsible person; 2) The plan is published in the PDM system and is visible to all staff in the department where the responsible person works; 3) The plan is automatically distributed to the individual user end according to the identification information. The department where the designer is located can redistribute the plan as needed. The production designer receives personal tasks in PDM simultaneously and forms a personal unfinished plan list in the personal task column, showing key information such as specific requirements, deadline warning and progress description; 4) Designers complete the corresponding outcome documents according to their personal plan project list and requirements; 5) Designers create an associated document directory in the document library based on the production plan number, and upload the result files to the directory for all staff to review. Before the document is released, the document is in the preparation state. After completion, the state is updated to the completion state, and the synchronous locking state is met to be associated with the plan. 6) When the achievement document is completed, the designer will link the achievement to the corresponding production plan with one click, and the plan status will be updated to the completed status and locked. The corresponding numbered plan will be completed, and the personal unfinished plan list will be cancelled; 7) The management personnel will check the planned results, reject the unqualified planned projects, return the corresponding plans to the unfinished state, and return the related documents to the preparation state. The designers will modify the results to meet the requirements and then publish the results files again, re-link them to the plan, and the management personnel will check the planned results files again; 8) The plan status and document status are updated synchronously, and a statistical table of plan completion is automatically generated, including all key information, and the results document library is updated in real time.

[0007] Positive effect, because the present invention upgrades the offline association between factory production plans and documents to an online association mode with controllable intermediate processes. Through the online publishing, automatic allocation and reception of production plans based on the PDM system, and the automatic association and matching of related achievement documents with plans, the whole process status of production design plans and related document delivery is visualized and paperless, and the online sharing of the output achievement document knowledge base is realized, which greatly improves the efficiency of plan status process supervision and statistics, document classification and archiving, and the convenience of knowledge sharing of production designers. The user operation process is simple and efficient, which is a subversive optimization compared with traditional offline delivery methods. The present invention is suitable for enterprise planning and document association process control applications. It is suitable for application as a plan and file association process control method based on PDM. BRIEF DESCRIPTION OF THE DRAWINGS

[0008] In order to more clearly illustrate the technical solutions in the embodiments of the present invention or the prior art, the technical solutions in the embodiments of the present invention will be clearly and completely described below in conjunction with the drawings in the embodiments of the present invention. Obviously, the described embodiments are only part of the embodiments of the present invention, not all of the embodiments. Based on the embodiments in the present invention, all other embodiments obtained by ordinary technicians in this field without creative work are within the scope of protection of the present invention. The description of the present invention is given for the purpose of example and description, and is not exhaustive or limits the present invention to the disclosed form. Many modifications and changes are obvious to ordinary technicians in this field. The embodiments are selected and described in order to better illustrate the principles and practical applications of the present invention, and enable ordinary technicians in this field to understand the present invention and design various embodiments with various modifications suitable for specific purposes.

[0009] Figure 1 This is a flow chart of this embodiment. DETAILED DESCRIPTION

[0010] The following will be combined with the drawings in the embodiments of the present invention to clearly and completely describe the technical solutions in the embodiments of the present invention. Obviously, the described embodiments are only part of the embodiments of the present invention, rather than all of the embodiments. Although the embodiments of the present invention have been shown and described, it can be understood by those of ordinary skill in the art that various changes, modifications, substitutions and variations can be made to these embodiments without departing from the principles and spirit of the present invention, and the scope of the present invention is defined by the attached claims and their equivalents. Based on the embodiments in the present invention, all other embodiments obtained by those of ordinary skill in the art without making creative work are within the scope of protection of the present invention.

[0011] As shown in the figure, a PDM-based plan and file association process control method includes the following steps: 1) Planning managers arrange production plans according to construction nodes, including important identification information such as plan number and responsible person.

[0012] 2) The manager will publish the plan to the PDM system, and all staff in the responsible person’s department will be able to see it.

[0013] 3) The system identifies the plan feature information and automatically distributes it to the individual user end. The designer's department can re-allocate the plan items as needed. The production designer receives personal tasks at the same time and forms a personal unfinished plan list in the system's personal task bar, showing key information such as specific requirements, deadline warnings, and progress descriptions.

[0014] 4) Designers complete the corresponding delivery documents based on the requirements of the personal plan project list within the system.

[0015] 5) The designer creates a result document directory in the document library according to the production plan number, and uploads the result file to the directory, which can be shared and reviewed by all employees. Before the document is released, the document is in the "preparation" status. After completion, the status is updated to "completed", and the synchronous lock status is met, and the delivery is linked to the plan.

[0016] 6) When the output file is in the "Completed" state, the designer can associate the output to the production plan directory with the matching number with one click to complete the delivery. The plan status is simultaneously updated to the "Completed" state and locked. The corresponding numbered plan is completed, and the personal unfinished plan list is removed.

[0017] 7) The management personnel will check the planned results, reject the unqualified planned projects, return the corresponding plan to the unfinished status, and synchronously return the related documents to the "preparation" status. The designers will modify the results to meet the requirements and then publish the results files again, re-associate with the delivery plan, and the management personnel will check the planned results files again.

[0018] 8) The plan status and document status are updated synchronously. The plan and related documents can be consulted in the directory. It supports automatic generation of plan completion statistics table, which contains all key information, and the results document library is updated in real time.

[0019] Features of the present invention: A PDM-based factory plan and associated document status real-time controllable delivery process optimization method has been invented, which upgrades the offline delivery of plans and documents between factory plan managers and production designers to online synchronous delivery. Through online publishing of production plans, synchronous status updates, and automatic matching and association of related results documents with plans, it supports multi-person synchronous operations based on the platform, realizes the visualization and paperless management of the entire process of production design plan status, and realizes the online sharing of output results document knowledge base, greatly improving the efficiency of plan status management, document classification and archiving, and the convenience of knowledge sharing among designers, reducing mechanical and repetitive manual operations, and ensuring the real-time and accuracy of plan management and document library status. The user operation process is simple and efficient, which is a subversive optimization compared to traditional offline management methods. It has been put into use in the factory production design plan and document delivery process with remarkable results.

[0020] Finally, it should be noted that the above is only a preferred embodiment of the present invention and is not intended to limit the present invention. Although the present invention has been described in detail with reference to the aforementioned embodiments, it is still possible for those skilled in the art to modify the technical solutions described in the aforementioned embodiments or to make equivalent substitutions for some of the technical features therein. Any modifications, equivalent substitutions, improvements, etc. made within the spirit and principles of the present invention should be included in the protection scope of the present invention.

Claims

1. A plan and file association process control method based on PDM, characterized by: Upgrade the offline association between factory production plans and documents to an online association mode with controllable intermediate processes. Through the online release, automatic allocation and receipt of production plans based on the PDM system, and the automatic association and matching of related output documents with plans, the whole process status of production design plans and related documents can be visualized and paperless, and the output document knowledge base can be shared online. The following steps are involved: 1) The planning manager arranges the production plan according to the construction nodes, including the plan number and the system identification information of the responsible person; 2) The plan is published in the PDM system and is visible to all staff in the department where the responsible person works; 3) The plan is automatically distributed to the individual user end according to the identification information. The department where the designer is located can redistribute the plan as needed. The production designer receives personal tasks in PDM simultaneously and forms a personal unfinished plan list in the personal task column, showing key information such as specific requirements, deadline warning and progress description; 4) Designers complete the corresponding outcome documents according to their personal plan project list and requirements; 5) Designers create an associated document directory in the document library based on the production plan number, and upload the result files to the directory for all staff to review. Before the document is released, the document is in the preparation state. After completion, the state is updated to the completion state, and the synchronous locking state is met to be associated with the plan. 6) When the achievement document is in the completed state, the designer will link the achievement to the corresponding production plan with one click, and the plan status will be updated to the completed state and locked. The corresponding numbered plan will be completed, and the personal unfinished plan list will be cancelled; 7) The management personnel will check the planned results, reject the unqualified planned projects, return the corresponding plans to the unfinished state, and return the related documents to the preparation state. The designers will modify the results to meet the requirements and then publish the results files again, re-link them to the plan, and the management personnel will check the planned results files again; 8) The plan status and document status are updated synchronously, and a statistical table of plan completion is automatically generated, including all key information, and the results document library is updated in real time.

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