Course Description

Overview

This two-day course provides participants with the knowledge necessary to manage engineering content with OpenText’s xECM for Engineering. Integrated with the Extended ECM platform, Extended ECM for Engineering provides engineers and supporting personnel with a secure, collaborative web-based environment to create, capture, review, and manage both completed and work-in-progress engineering drawings or documents.

Students will learn about the Master Document Workspace, Project Workspaces, and the new Extended ECM for Engineering landing page. They will then become familiar with various tasks associated with Extended ECM for Engineering including dragging and dropping documents, working with their assignments, navigating documents through a State Flow and more. A demo chapter will also cover common enhancements including the Document Creation Wizard, using the advanced search widget to find/act on documents, and reporting.

Students will also learn how to create, add documents to, and to work with Transmittals.

Highlights:

• Get an overview of Extended ECM for Engineering, its benefits, and components
• Navigate the Extended ECM for Engineering landing page and learn how to use its tiles for different tasks
• Browse, search for, and filter for documents in workspaces
• Upload documents to a workspace
• Control and associate a document with State Flow and transition a document through a State Flow
• Create, add documents to, and work with Transmittals

Course Objectives

On completion of this course, participants should be able to:

• Describe the benefits Extended ECM for Engineering brings to an organization
• List the components of Extended ECM for Engineering
• Navigate the Extended ECM for Engineering landing page
• Browse and search for documents in workspaces
• Navigate and filter documents in workspaces
• Upload documents to a workspace using drag-and-drop
• Control and revision sign out a document from the Master Document Workspace
• Associate a State Flow with a document • Transition a document through a State Flow
• Review documents in Intelligent Viewing
• Add markup to a document with Intelligent Viewing
• Add documents to a workspace and apply metadata
• Explain what Transmittals are at a high level
• Create a Transmittal workspace
• Add documents to a Transmittal workspace
• Create cover and load sheets for the Transmittal workspace
• View and filter the system, document master workspace, and project reports

Prerequisites

• Basic knowledge of Extended ECM document management functionality as is found from completing the 1-0181 – Using Content Server: Smart View course
• Basic knowledge of Engineering documents, processes and drawings is also beneficial but not necessary