Gas Turbine Research Establishment

Bengaluru

INFORMATION TECHNOLOGY GROUP

Teamcenter user manual-GTRE

Version 1.0
Author

Published Date

© GTRE. All rights reserved

To get the latest version of this Template follow the below link
http://owncloud.gtre.org/owncloud/index.php/apps/files/?dir=/&fileid=122631

CHANGE HISTORY

Backup Programs
Requirements Document
The following table lists the revisions made to this document. Use this table to describe changes and
additions each time this document is re-published (both draft and final). The description should include
as many details of the changes made.
Version Description Date Author
1.0 Initial Draft Roopa Ramu
Raghavendra

Table of Contents

Table of Contents 1
1 Introduction 2
1.1 Purpose and Scope 2
1.2 Prepared by 2
1.3 Reviewed by 2
1.4 Verifier and approver 2
2 GTRE ITEM Creation steps 3
3 Creation of GTRE SPL Item 5
4 Attaching dataset to the GTRE ITEM and GTRE spl Item 7
5 Launching the GTRE_SPL_ITEM into GTRE_SPL_ITEM Release template workflow process 13
6 Launching the GTRE_ITEM into Model checklist workflow process 8

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Requirements Document
1 Introduction
1.1 Purpose and Scope
1 The Teamcenter Training program is specially designed by the Tata Technologies, keeping in mind the basic
needs of the End users while performing the daily activities within the PLM Environment. At the end of this
training session audience will get awareness of Creating new Item, Releasing an item, searching the items and
maintaining the work flow i.e. release procedure.

1.2 Perpared by
This document has been drafted as follows:
Date Revision Author Company Description of
changes
V01 Roopa Ramu TATA Technologies
Raghavendra TATA Technologies

1.3 Reviewed by
Name Company/Role Signature Date
Mahesh S.Byahatti TATA Technologies/PM

1.4 Verifier and Approver

Name Company/Role Doc Sign- Signature Date
Off Role
Ms Nalini Ms Nalini, TV, SC E, GTRE Verifier TATA Technologies
Mr. Ajith GD, ITG Sc 'F', GTRE Approver TATA Technologies

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1. GTRE ITEM Creation steps:

GOTO File>>New>>Item>> Select GTRE Item

Enter the description, ID and Name>>Click Next

To Enter ID, the Naming convention follows: KAnnnnn

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A- Can be any Alphabet from A to Z
n- Can be any number from 0-9

Select Revision as Nil>> Click Finish

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You can find the GTRE Item under HOME Folder

3. Creation of GTRE SPL Item

The steps for the creation of the GTRE ITEM are same as GTRE only the naming convention differs.

The naming convention for the GTRE_SPL_ITEM is as follows: XXXXX%[X]+{0,15}

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X- can be any Alphanumeric number from A-Z or 0-9
The minimum length is 5 digits and the maximum is below 20 digits
Enter the ID, Description and Name whereas ID and Name are compulsory fields to be entered.

Click Finish

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4. Attaching dataset to the GTRE ITEM and GTRE Spl Item

Always the datasets are attached to the Item Revisions of the Item.
Steps to attach dataset to the Item Revision of GTRE Item and is same for the GTRE_SPL_ITEM
GOTO>>GTRE Item Revision

GTRE Item Revision>>File>>New>>Dataset

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Select UGMASTER Dataset and click ok

If you want any other dataset to be attached click on more and select the dataset of your choice to be
attached to Item Revision.

You can find the Dataset attached below the GTRE Item Revision and the same method to be followed if you
have to attach dataset to the GTRE_SPL_ITEM

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Select the created Dataset KZ12344/Nil>>Right Click>>Checkout

Again Right click>> Named References

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Select UGPART >>Upload

Select 3D file (TAB WASHER.prt) and upload

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Once you select Upload, you can see the file in the Named Reference Dialog Box shown below

Once the file is uploaded again

GOTO>>Dataset>>Right Click>>Check in/Check out>>check out

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5. Launching the GTRE_SPL_ITEM into GTRE_SPL_ITEM Release template workflow process

Steps:
GTRE_SPL_ITEM Release Template:

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Overview:
The GTRE_SPL_ITEM is created by the module group
Then it is searched by BAEHAL Engineer and attached the UGMASTER, PDF and MSEXCEL Datasets with
specification, Reference and manifestation relation respectively.
Once BAEHAL Engineer attaches the Dataset, he launches the ItemRevision into workflow (GTRE) SPL_ITEM
Release process)
BAEHAL Engineer completes his task and selects the BAEHAL Approver for the Approval
BAEHAL Checks and if he Rejects the task will go back to BAEHAL Engineer and if he accepts the task will
move back to module group (The Item creation owner)
If Module Group Rejects the task will go back to BAEHAL Engineer, if he approves the task again will be with
the module group asking for condition to select.

If yes the task will move onto and any

rejection from any of the Interfacing or Module Approver the task will move back to BAEHAL Engineer and
Approval will move to Final approver>>Approved status>>Finish

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If NO the task will move to

Module/ccg group>>final approver>>Approved status>>Finish.

NOTE: Any rejection from any of the task group the task will move back to BAEHAL Engineer
Workflow launch process:

Step 1: Log in as Module group (Pankaj kumar pankaj)

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Create GTRE_SPL_ITEM EZ12345

FILE>>NEW>>ITEM>>GTRE_SPL_ITEM

Enter ID and Name and select Revision as Nil >> Click Finish

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STEP 2: Log in as BAEHAL ENGINEER

Here the Engineer searches for the Item created by module group (EZ12345).

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Search
query:
ITEM ID

Double click on this

Search
Result

Next is to attach the three datasets with relations

 UGMASTER-------:>Specification relation

 PDF------------------:>Reference

 MSExcel------------:>Manifestation

To attach dataset select Item Revision>>File>>New>>DATASET>>UGMASTER

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Click on Item
Item Revision>>GOTO>>FIL
Revision E>>NEW>>DATASET>
>UGMASTER

Select relation

Import the file from the

system

Attach the PDF and MSExcel by following the above same procedure

Once all datasets ate attached launch the Item Revision into Workflow
To Launch select ITEM Revision>>File>New>>Workflow process or stand on the Item Revision and press Ctrl+P

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Once the item is launched into workflow the item revision looks like this

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Next GOTO >>My Worklist and complete the process.

My
Worklist

Complete the
task and click on
apply

Next step is to select the BAEHAL External approver

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1.Select
1.Select
approver
approver

3. Apply

3. Apply

2. Click Ad-

The task will move to the External Approver. You can track the task in Tasks to Task as shown below

Step 3:
Log in as BAEHAL External approver
GOTO>>My Worklist>>Click on Task to perform>>Next Click on EZ12345/Nil-test123 (perform signoff)>> Viewer
tab

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Select one of the three options

If Approved->Task will move onto next task

(module group)

If Rejected---- :> The task will move to BAEHAL

Engineer

Once approved the task look like refer below figure

Step 4:

Log in as Pankaj kumar (module group)

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Click process view to

look for the current task
in workflow (Yellow
color)

Click on task view and select the select sign off

team member for next task

To select signoff member

goto>>organization>>select user from various
groups and roles

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Select pankaj kumar and then select Ad-hoc

done at bottom and click apply

Click onto My Worklist>>Task to perform>EZ12345/Nil-test123>>Viewer tab>>select one of the three decisions

If approved the process will move to condition task
If rejected the process will move to BAEHAL Engineer

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After approving:

Select No

After selecting No, the process is moved onto Module/ccg group.

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Goto Task View>>Select the Select signoff team member>> Here I am selecting Pankaj kumar>>select Ad-hoc
done>>Apply

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You can select either Accept\Reject

If Accepted then process will move onto FINAL Approver
If rejected the process will move onto BAEHAL Engineer

After Approving
The task is moved to final approver and here the process will be with the module group (Pankaj kumar as it is
automatically assigned using handlers, so there is no need to select the Select signoff team member)

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If Approved the Item will get release status

If rejected the process will move back to BAEHAL Engineer

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After Approving

Release status of the ItemRevision

6. Launching the GTRE_ITEM into Model checklist workflow process:

Model_checklist workflow template:

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Overview:
The GTRE_ITEM is created by Module group.
After the GTRE_ITEM is created by module group, the item is searched by External group (BAEHAL) and
then attaches the three datasets (PDF with Reference relation, MSExcel with manifestation relation and
UGMASTER with specification relation). Once the dataset is attached the BAEHAL engineer/’Designer
launches the Item Revision into workflow process.
The BAEHAL designer completes and then selects the signoff from the External reviewer group.
The External reviewer will attach Another PDF with manifestation relation and then approve or reject. If
approved it will move to Module approval and if rejected it will move back to BAEHAL Engineer.
Module approval will be presented with the condition task. If yes then the task will move for
GTRE_ADDITIONAL_REVIEWER, if NO the task will move to verify worksheet. In verify worksheet the
module approval has to select yes so that the task will move onto GTRE_OWNER_REVIEW.
Once the GTRE_OWNER_REVIEWER approves the task the Item revision will get the GTRE Model
released status. If reject the task will move back to BAEHAL designer.
Steps:

Step 1: Log in as Module group (Pankaj kumar 200905100) to create the GTRE_ITEM

Create GTRE_ITEM KZ22222

FILE>>NEW>>ITEM>>GTRE_ITEM

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The created GTRE_ITEM KZ22222 you can see in the home folder

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STEP 2: Log in as BAEHAL ENGINEER

Here the Engineer searches for the Item created by module group (EZ22222).

Search query: Item ID

Double click on
this

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Next is to attach the three datasets with relations

 UGMASTER-------:>Specification relation

 PDF------------------:>Reference

 MSExcel------------:>Manifestation

To attach dataset select Item Revision>>File>>New>>DATASET>>UGMASTER

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Click on Item
Revision>>GOTO>>FIL
E>>NEW>>DATASET>
>UGMASTER

Select
relation

Import the file from the system

Follow the above same procedure to attach the PDF and MSExcel datasets.

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Once all datasets ate attached launch the Item Revision into Workflow
To Launch select ITEM Revision>>File>New>>Workflow process or stand on the Item Revision and press Ctrl+P

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Once the item is launched into workflow the Item revision looks like this

Next GOTO >>My Worklist and complete the process.

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My worklist

Complete and apply

Next step is to select the BAEHAL External approver

1. Select the
external
reviewer

4. Apply

2. Click on add

3. select Ad hoc done

The task will move to the External Approver. You can track the task in Tasks to Task as shown below

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Step 3:
Log in as BAEHAL External approver
GOTO>>My Worklist>>Click on Task to perform>>Next Click on KZ22222/Nil-test >> File>>New>>Dataset
Attach new Pdf as Manifestation relation

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PDF as Manifestation relation

Next GOTO Task to Perform>>KZ22222/Nil-test (perform-signoff)>>Viewer tab and select either Approve or
Reject.
If Approve the task will automatically go to Module group, if reject the task will go to BAEHAL Engineer.

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After approving

Step 4:

Log in as Pankaj kumar (module group)

GOTO My Worklist>>Task to Perform>>KZ22222/Nil;1-test (Require additional reviewers)>>Viewer tab
If selected yes the task will move to GTRE ADDITIONAL REVIEWERS
If No the task will move to verify worksheet.

After selecting No the task will be in the task to perform Worklist of the module group and it is Auto assigned.
In Verify worksheet task, if selected true the task will move to GTRE_OWNER_REVIEWER or else it will move
back to BAEHAL ENGINEER.

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Read the instructions and perform

accordingly before selecting true option

Compulsory has to select true or else

the task will be stuck in the verify
worksheet only.

After selecting true the task is AUTO assigned to the item owner (here module group)
Again GOTO>>MY Worklist>>KZ22222/Nil;1-test>>Viewer tab
Select one of the two decisions-Approve or Reject.
If Approved the Item Revision will get released
If rejected the task will move back to BAEHAL ENGINEER

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After
Approving

Release status of the Item Revision

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--- END OF DOCUMENT ---

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