Managing PeopleSoft Engineering Documents

PeopleSoft Engineering provides a complete document management solution that gives you, and selected members of your company, access to up-to-date, online information. It keeps a detailed history of changes made to any documentation and limits access to documents, where necessary.

Using an embedded document management system, you can securely vault multiple types of documents, checking documents in and out of the vault while maintaining multiple document versions. You can perform online document queries seamlessly and then view documents directly, launching them from within PeopleSoft applications. Within PeopleSoft Engineering, you can associate pertinent documents to ECRs, ECOs, item revisions, engineering bills of material and routings; within PeopleSoft Manufacturing, you can associate them to manufacturing bills of material; and within PeopleSoft Manufacturing, you can associate them to component and operation lists.

With PeopleSoft Engineering's embedded document control you can:

• Associate vault documents with PeopleSoft data such as ECRs, ECOs, item revisions, and bills of material.

  You can define these associations loosely so that as new versions of documents are vaulted, they are automatically associated within PeopleSoft.

• Build intelligence into the document vault so that you can complete engineering-centric lookups.

• Access and launch documents out of the vault directly from within PeopleSoft Engineering.

  This feature is provided transparently using PeopleSoft.

• Maintain multiple renditions of a document.

  For example, you can vault and maintain documents in native formats and provide a supplier-neutral viewable rendition for the viewing audience in PeopleSoft.

• Run online queries against the document vault and retrieve results from within PeopleSoft Engineering.

• Using workflow, route documents online, within engineering, to appropriate personnel for review, markup, and approval.

• Copy document associations online within PeopleSoft.

  For example, an ECO might be used to manage several types of documents, such as spreadsheets, CAD, and text; yet only pertinent associated documents are copied to the item revision and made available for the general viewing audience.