發行報告同時提供關於發行活動與發行過程貢獻者的摘要與詳細資訊。您也可以搜尋發行候選與零件。

存取發行報告

存取發行報告的步驟：

Analytics Menu with Release option highlighted

  1. Select Analytics from the title bar.
  2. Select the Release filter in the left pane.
  3. 在清單中選擇特定的報告。

Duplicate part numbers in multiple documents

Display a dashboard summary of all duplicate part numbers in multiple documents.

Duplicate part numbers in multiple documents dashboard

This report contains the following information:

  • Part number - Part number assigned to the item.

  • Revision - Revision name.

  • State - Revision state.

  • Item type - Type of item to which the part number is assigned (for example: Drawing, Assembly, or Part)

  • Item name - Name assigned to the item.

  • Created by - Name of the user who created the item.

  • Document name - Name of the document where the item is located.

  • Folder - Folder where the document is located

  • Created time - Time when the part number was assigned to the item.

  • Last modified time - Time when the part was last modified (For example, when a revision change is made).

  • Latest revision - Latest revision of the item.

  • Number of documents for part number - Number of documents in which the part appears.

Filters

Use the Filters control at the top of the report to refine the report. See Controls available within dashboards for more information.

The following filters are available:

  • Part number

  • State

  • Created by

  • Document name

  • Folder

Obsoletion Dashboard

Display a dashboard summary of all released part numbers with revision that have been obsoleted.

Obsoletion dashboard

This report contains obsoleted information, including:

  • Obsolete items - The total number of obsolete items.

  • Assemblies and drawings containing obsolete items - The total number of Assemblies and Drawings that contained obsolete items.

  • Top 20 Most Used Items which are Obsolete - The top 20 most used items that are obsolete, with Part number with revision (click on the link to open the part/Part Studio in Onshape) and Reference count.

  • Obsolete Items Details - Provides additional details for each of the Obsoleted items: Part number with revision (click on the link to open the part/Part Studio in Onshape), Item type, Created by, and Obsoletion date.

  • Assemblies and Drawings Containing Obsolete Items - Lists all Assemblies and Drawings that contain obsolete items: Part number with revision (click on the link to open the part/Part Studio in Onshape), Created by, and Number of obsolete items containing

  • Obsoletion Activity - Graphs the Number of items (parts, Assemblies, and Drawings) obsoleted over time.

篩選器

Use the Filters control at the top left of the report to refine the report. See Controls available within dashboards for more information.

可使用下列的篩選器：

  • Obsoletion date

  • Item type (Part, Assembly, Drawing, Blob, Other, or matching a user attribute)

  • Obsoletion method (Any value, Automatic, Manual)

Use the ellipsis next to a part name to access a menu that includes an option to access a dashboard specific to that part. For example, next to FISH P464 (A) in the Part number with revision column, as seen below.

Where Used List Part drilldown

Click the Where Used List to open the drilldown document, with the selected part added to the Child part number filter. Part Statistics include Child item type, Child document, Parent part number, Parent item type, Parent state, and Parent document.

Where Used List

If opening the Part from the Assemblies and Drawings Containing Obsolete Items table, the selected part is added to the Parent part number filter with the same set of statistics for the Part.

WHere Used List drilldown dashboard

Optionally, save the dashboard using the dropdown options at the top of the interface (above the dashboard filters):
Screenshot of the Save dashboard dropdown options in Account Analytics

發行活動

顯示所有發行活動的儀表板摘要，並顯示貢獻者清單、外部 PLM 相關資訊與待決的發行。

「發行活動」儀表板的範例

這個報告包含關於發行的各種資訊，包括：

  • Releases - The number of releases (in progress, pending release, and released) fulfilling the search criteria.
  • Approved - The number of releases that have been approved.
  • Rejected - The number of releases that have been rejected.
  • Obsoleted - The number of releases that have been obsoleted.
  • 待決中 - 仍然是待決中的發行數量。
  • Status - The percentage of releases in each category: Released, Pending, and Rejected.
  • Top Contributors - A table of users and the number of times they have taken action in releases: submitted, approved, rejected, obsoleted, and discarded.
  • External PLM Related Information - 與「發行」、「工作流程狀態」 、「工作流程名稱」、「PLM Change Number」、「PLM Change Status」以及「PLM Change Update Date」相關的外部 PLM 資料表格。
  • Pending Releases - A list of releases that have actions pending, which actions, and how long (in days) the action has been pending.

篩選器

Use the Filters control at the top left of the report to refine the report. See Controls available within dashboards for more information.

可使用下列的篩選器：

  • 日期

  • 建立者 (使用者名稱、電子郵件或 ID)

  • 工作流程

  • Project

  • Document name

  • PLM change number

  • PLM change status

  • PLM change update date

使用任何項目名稱旁的省略號來存取一個功能表，其中包含存取特定於該項目的儀表板選項。 例如，如下所示「發行」欄位中的 Fastener Assembly 旁的省略號。

可存取儀表板的發行欄

按一下「發行候選儀表板」來開啟關於發行候選的統計資料，包括核准者的名稱。如果核准者已將責任委派給另一個使用者，則會列出該使用者。

「發行候選儀表板」的範例

Optionally, save the dashboard using the dropdown options at the top of the interface (above the dashboard filters):
Screenshot of the Save dashboard dropdown options in Account Analytics

發行稽核

搜尋發行候選，列出候選版本中關於物件的詳細資訊。請使用篩選器來縮減搜尋結果。

「發行稽核」報告的範例

搜尋特定的零件，或在特定發行中搜尋以列出零件與詳細資料，包括：

  • Part number - The part number assigned to the part, within the release.
  • Part name - The name of the part within the release.
  • Revision - Unique alphanumeric identification for the part's revision.
  • Type - The Onshape type of the object, including: part, Assembly, Drawing, Variable Studio, or file.
  • Workflow - The name of the workflow as stated on the Accounts Release management page.
  • State - The state of the part, including: released, in progress, pending, rejected, approved, obsoleted, or discarded.
  • Release - The name assigned to the release.
  • Last modified - The date the part was last modified.
  • PLM Change Number - 指定的 PLM Change number。
  • PLM Change Status - 由 PLM 系統所指派的目前變更狀態 (例如：「未完成」、「已送交」、「已核准」、「已完成」)。
  • PLM Change Update Date - The date of the latest change to the PLM system's Change status.

使用任何項目名稱 (例如上方的零件編號) 旁的省略號 (在淺灰色的橢圓中) 來存取一個功能表，其中包含存取特定於該項目的儀表板選項。

篩選器

Use the Filters control at the top left of the report to refine the report. See Controls available within dashboards for more information.

可使用下列的篩選器：

  • Part number

  • 類型

  • 狀態

  • 發行

  • 上次修改時間

  • 建立者 (使用者名稱、電子郵件或 ID)

  • 零件名稱

  • 工作流程

  • Project

  • Document name

  • PLM change number

  • PLM change status

  • PLM change update date

Optionally, save the dashboard using the dropdown options at the top of the interface (above the dashboard filters):
Screenshot of the Save dashboard dropdown options in Account Analytics