Getting Started

Table of Contents

Introduction to the VariSuite Menu Structure – VariWeb

 

This article will give you a walkthrough in the VariSuite menu structure so it will be easy to get familiar with the different functions available in the UI.

 

 

Menus

 

In VariSuite the menus on the left side of the user interface contain the basic functions to help you manage your PDM items. Key users can modify the menus as needed. Here you can find an introduction to some of the basic menu functions.

 

 

Items

Find Items

You can find any item in the system by typing in a search parameter in the form. Click on “Find” to start the search. You can also use the three dots button on the right to help you with the search.

Note: if you don’t set any parameters, a warning sign will pop up informing you that
the search may bring up a large number of results.

 

Create New Item

You can create new items by selecting “New Item” and adding the needed information:

  • ID: you can type a specific ID or let the system auto-generate an ID
    number by clicking the magic wand icon.
  • Description: you can type in a description for the item. You can also include descriptions in different languages.
  • Image: You can upload images related to the item.
  • Unit of Measure: Select the unit of measure for the item you are including.
  • Revision Date: You can change the revision date if needed, otherwise the system will assign the current date as default.
  • Revision Reason: You can include a reason for why a revision is needed.
  • Click on “Create”. 

 

Documents

You can use the Documents Menu to find and create documents. 

 

Find Documents

To find a document:

  1. Open the “Find documents” menu.
  2. Enter a search parameter.
  3. Click on “Search”.

 

Create New Document

To add a new document to VariSuite:

  1. Open the “Documents” menu.
  2. Select “New Document”.
  3. Complete the form with the required information:
    • ID: You can type in a specific ID or let the system auto-generate an ID number.
    • Lang: Select the language of the document. You can click on the three dots button to find the language you are searching for.
    • Rev: The system can generate a revision number if you require it.
    • Description: You can type in a description for the document and include descriptions in different languages.
    • Revision Date: You can change the revision date if needed, otherwise the system will assign the current date as default.
    • Revision Reason: You can include a reason why a revision is needed.
    • Files: One document may have more than one associated file.
  4. Click on “Add” to add more documents.
  5. Choose File: Click on “Choose File” to browse and upload a file.
  6. Click on “Create”.

 

Users and user groups

You can manage users from this menu.

 

Find Users

You can find any user in the system by typing in a search parameter in the form. Click on “Find” to start the search. You can also use the three dots button on the right to help you with the search.

 

 

Create New User

You can add a new user by opening the “New User” menu

  1. Select “New User
  2. Complete the form with the following information:
    • ID: Type in an identifier for the user or use the magic wand to generate an identifier.
    • Description: Type in a description for the user. You can add a description in different languages by clicking on “Add”.
    • Email Address: Type in the user’s email address.
    • User Roles: Select a role for the user. This will assign them user rights.
    • VariClient usage terms accepted: Click on this once the documentation has been agreed upon.
    • Full Name: Type in the user’s full name.
  3. Click on “Create”.

     

 

Find User Groups

To look for existing user groups you can use the “Find User Groups” menu. Enter a search parameter and click on “Search”.

 


 

Create New User Group

You can use user groups to define a group of users which will all have the same access roles. To create a new user group, open the “New User Group” menu.

Complete the form with the following information:

  • ID: Type in an identification name for the group.
  • Description: You can type in a description for the group and include descriptions in different languages.
  • Members: Select the users who will be members of the group. You can select several members at once.
  • Member groups: You can add another group to a user group.
  • User Roles: This will define the roles each member of the group will have.

When you add a user group to an object, the whole group will have the same access roles.

Click on “Create”.

 

 

Great, now you have the seen the basics of the VariSuite menu structure. Go ahead and check out other articles from the knowledge area!

 

Get back to the Getting Started knowledge area to learn more…

 

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