Define file locations for release management

QY CAD and Design Manager provide a property to manage status. Status identifies where a part is within its life cycle and applies appropriate permissions. You can manage access to files based on their status. For example, you may want to give the Purchasing and Manufacturing departments restricted access to files with Released status. You can manage file access by defining locations in QY CAD Options for pre-released, Released, and Obsolete status.

To learn more about status types, see Document status types.

You can specify where to store files based on their status from the Application menu→Settings→Options→Manage→Life Cycle tab. For more information, see Manage tab, QY CAD Options dialog box.

If statuses will drive locations, define locations for pre-released and Released files. If status will automatically obsolete previously released parts, define a location for Obsolete files.

For the typical user, in the QY CAD Administrator dialog box, set File Naming Rules to None. If you defined locations for pre-released and Released documents, select the option Move documents to the location specified.

For example, you could configure your directory structure as follows:

\\Design share
	Support files
		PropSeed.txt
		SE templates
	Design data
		Pre-Released
			Project1
			Project2
			Shared files
		Released

QY CAD creates the files in the Pre-Released folder, and when Released status is applied, QY CAD moves the files to the Released folder. The system creates the relative directory structure as needed. When files are revised, QY CAD creates the new revisions in the Pre-Released folder.

If you defined a location for Obsolete status, releasing a revision B part causes a revision A part to automatically get Obsolete status when the revision B part is set to Released status. Direct application of Obsolete status simply applies the status and moves the file to the Obsolete folder.

---