Route Management in 3DEXPERIENCE is a critical component for streamlining and automating your workflow. Whether you’re managing a complex project or a simple task list, the ability to create and modify routes on demand ensures that each step in your process is completed efficiently and on time. With 3DEXPERIENCE, notifications are automatically sent to the right people at the right time, keeping everyone aligned and informed. As tasks are completed, the system seamlessly transitions to the next stage, ultimately promoting connected files to their intended maturity state, such as “Released.” This guide will walk you through the essentials of managing route tasks in 3DEXPERIENCE, helping you optimize your operations.
Routes make it possible to define custom processes that are similar to custom PDM workflows, but with additional functionality. Routes are a single process that consists of tasks that when completed, completes the route. If the said process requires repeating, it is best to create a new route.
ROUTE TYPES
1. Approve
The assignee must approve the work that is associated with the task, whether it is a design or a document.
2. Notify only
Whoever is assigned to a task as Notify Only receives a notification about the task.
3. Comment
The task assignee must add a comment to complete the task. This is usually to provide additional insights or information for those who later approve the work that is tied to the sequence of tasks.
Tasks in a route can be either serial or in parallel.
a) Serial Route:
In a serial route, the tasks run in a particular order, means that Route Task 1 must complete before Route Task 2 can begin. The image above gives an example of approval tasks, though the same principle applies to tasks that specify Comment. Tasks that specify Notify Only send a notification to the people assigned to the task, and then automatically complete the task and proceed to the next task in the route.
b) Parallel Route:
It is possible to set up parallel tasks in two ways,
i. Any one of the assignees complete the task, the route task moves to next stage.
ii. In all condition, every assignees need to complete the task. Then only the route task moves to next stage.
Why Use a Route?
A route ensures that contributors to the process follow the correct procedures, for example, in the product approval and release process. It is a systematic way of tracking reviews and approvals.
How to use Route?
- Launch Route management application in compass and clicks + New Route.
2. In the Properties tab, enter the title of the route task.
3. In content tab, add the document to be reviewed by using drag and drop (or) use + icon.
4. In the task tab, click add task to create the workflow of the route.
5. Once the 1st task has been created use + icon to add series and parallel route task.
After setting up two or more parallel tasks, it is possible to select whether All or Any of the assignees of the task need to approve or comment for the route to progress.
- On the task, double clickthe new task to open the properties pane. In the properties pane, add a title and description, and ensure that the Expected Action option. Then assignee the member to work on the route task.
Once the route task has been set to start. The route process workflow starts with the notification to the user to work on the route task.
Summary
routes provide organizations with a systematic process of performing a series of tasks with automation. In short, routes could be described in the following steps:
- To start a new process, you can create and run a route on demand, which enables you to add or remove route tasks because the route is active.
- When the route runs, notifications about the tasks to complete are sent automatically to those who are assigned to the task. If the assignee is a group, all members of the group receive a notification.
- When the route task completes, the route automatically moves to the next task in the route and sends a notification to the assignees.
- Upon completion, the route – if intended and set up to do so – promotes the connected files to the specified maturity state. For example, Released.
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