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Drawing Approval

Genius
Genius

Hi All.

 

When a drawing is chacked and approved, is it possible to add an approval signature to a drawing in Teamcenter?

9 REPLIES

Re: Drawing Approval

Siemens Valued Contributor Siemens Valued Contributor
Siemens Valued Contributor

Probably this has to be done as almost last step in a Teamcenter (check-approve) workflow, right?

Do you mean you want to add an electronic signiture on the PDF of the drawing?

or a real signiture (like adding this as a kind of image) on to the PDF of the drawing?

Is it on the PDF or in the CAD drawing that you want to see/add this signiture?

Or you just want to see in the titleblock (CAD/PDF) the name of the person who has "accepted" this drawing in the workflow?

Re: Drawing Approval

Genius
Genius

Hi Stannys

 

I want to add it to the CAD drawing which will automatically add it to the PDF, that way once it is release all signatures are filled out.

Re: Drawing Approval

Siemens Valued Contributor Siemens Valued Contributor
Siemens Valued Contributor

If you want to put eg the name of the approver (or other person participating in the approval steps the whole workflow) you can do this by adding a property in the titleblock that is linked to a Part attribute and thru the Teamcenter-CAD attribute mapping to get the .checker.name into a CAD attribute eg "approvedby" that will then be used to display the name of "John X" in the titleblock. This can be done while in the workflow thru Teamcenter Dispatcher service. The Dispatcher will then typically open the CAD drawing (with no graphics, just CMD line), the attributes are updated and then the PDF is generated and you will get the PDF with the information on it. The last step of the workflow will set the Drawing (PDF) to Release.

Almost all Teamcenter-CAD connectors (NX, SE, Catia, Creo, Inventor, Solidworks, ..) support this in some way.

 

I sure hope you are not wanting to have a real signature (like a handwriting kind of), as that is probably a bit harder to do.

Re: Drawing Approval

Siemens Phenom Siemens Phenom
Siemens Phenom

You'll want to be VERY careful using this approach especially if your company is in a highly regulated industry or if you have a workflow or business practice where you export/send CAD files from Teamcenter.

 

This is because those updated attributes you see displayed onscreen or in the PDF are transient and not actually updated and saved in the CAD files unless the CAD file is opened and saved which Dispatcher doesn't do.

 

What you're actually seeing is Teamcenter attribute mapping temporarily displaying the latest atttributes from Teamcenter while the screenshot, CGM, PDF, or print is taken after loading the CAD file then discarding the changes afterward.

 

This leaves the false impression that since the PDFs or other output are correct that the source CAD files are too which they're not.

 

If you then decide to export those CAD files, the CAD file attributes will continue to the former values from their last save.


Larry Carpenter, P.E.
CAxPLM Architect @ Siemens Molecular Imaging
Past Board Member @ PLM World, Inc,

Re: Drawing Approval

Siemens Valued Contributor Siemens Valued Contributor
Siemens Valued Contributor

from my memory, I thought we had saved the NX (CAD) file as well AFTER updating the attributes so that the NX (CAD) file has these up to date attributes. (security was opened for infodba or dhcp user in this workflow step with dedicated ACL rights to save this "released" NX (CAD) file and then close the security by removing the temporary ACL rights)

 

However, are you aware of another solution to the question raised?

Might be that I also learn another solution, as there might be better one out in that great world...

Re: Drawing Approval

Siemens Phenom Siemens Phenom
Siemens Phenom

Dispatcher doesn't save the CAD files (with the exeption of the obsolete NX Refile Dispatcher Module).

 

The only way I know to ensure the attributes on the source CAD file are up-to-date is to open them, allow the attributes to update, then save/close them before creating the CGM/PDF/Print.

You could alway include a manual option to have someone open/save/close them as part of the workflow, or you could write a customization to do that for you as part of a workflow.

 

However, both methods are flawed in that you are modifying a previously approved file after it's already been approved.

 

I don't know what the right answer is as we do not do this at all and instead export our data via Tc Workflow to SAP where digital signatures are applied.


Larry Carpenter, P.E.
CAxPLM Architect @ Siemens Molecular Imaging
Past Board Member @ PLM World, Inc,

Re: Drawing Approval

Solution Partner Phenom Solution Partner Phenom
Solution Partner Phenom
I don't like modifying CAD files after they have been approved either. One solution is to force the Engineer to create the CGM/PDF before submitting to a workflow and validating via a custom handler that the PDF is newer than the Drawing (comparing dates). This doesn't resolve the need for "Approver" stamping. So we also removed "Approver" from the title block and simply stamp the "Approver" and date/time along the border edge of the PDF during the release workflow. This can be challenging if the PDF doesn't already contain a stamp since a stamp can only be added when the PDF is initially created. To overcome this limitation we apply a "Prototype" stamp diagonally across the face of the PDF when the Engineer initially creates the PDF then modify the text and location of the existing stamp with "Released by Approver name and date/time" along the edge just before applying the status in a workflow. That way the PDF doesn't have to be regenerated from the original CAD drawing and the drawing matches exactly what the Engineer had on the screen when they created it (WYSIWYG). The PDF and some meta data (for searching) are exported to a watched folder after applying status to a separate web application (internal) so that non-Tc users can find and view them.

Randy Ellsworth, Teamcenter Architect, Applied CAx, LLC
NX 11 | SW 2016 | Creo 4 | TcUA 11.4
Evaluating: AW 3.4

Re: Drawing Approval

Solution Partner Phenom Solution Partner Phenom
Solution Partner Phenom
Another solution that was implemented for a very large customer was SEAL Systems Document Distribution Platform for Teamcenter (DDP4TC). Basically, Dispatcher on steroids and adds notification and package distribution to boot. Well worth the price.

Randy Ellsworth, Teamcenter Architect, Applied CAx, LLC
NX 11 | SW 2016 | Creo 4 | TcUA 11.4
Evaluating: AW 3.4

Re: Drawing Approval

Siemens Valued Contributor Siemens Valued Contributor
Siemens Valued Contributor

Great to see a lot of valuable information on this topic appearing here.

Thanks for all the additions, SEAL DDP4TC solution is indeed a good addition to this topic.