How to use Sovelia PLM

SOVELIA is a product lifecycle management system. It can cover the role from basic document management to complete product lifecycle management integrated to design, enterprise resource planning and customer relationship systems. Terminolo...

Home page The top banner is always the same wherever you are working. The Sovelia HTML-home page displays a list of dashboards. These show some of the latest objects and various graphical representations that can also be used to search for the obj...

Quick search The quick search is a suggestive word search. When you enter the search text Sovelia will make attribute suggestions you can target the search to. If you just hit search all attributes including office file contents will be searched....

Search results and object structures are shown in grid views. Copy grid view data to clipboard You can copy the grid view data to the clipboard by checking the lines you want to copy and selecting Copy to Clipboard from the multi-select menu....

Files can easily be accessed and downloaded using the paperclip icon  in the grid view. Items show various files that are on document and drawing objects linked to the item. This makes it easier to access them from the item.

You can mark objects as favourites or assign various personal tags to them. These can be accessed from the favourites menu and are also available when linking objects. You can also use tag information in the quick search by writing “ta...

Objects are linked together to: form bill of materials attach documents and drawings to items define what is changed by an engineering change order etc. Object structure You can view and expand the object structure in the grid view. ...

If you are using a CAD Add-in much of the Sovelia item management interface is available in the CAD system. Parts and assemblies in the CAD system represent items and structures in Sovelia. Drawings and 3D representations are also automatically tra...

You can create an object from scratch, clone (copy) and existing one or use a special menu function. From scratch Click the  -icon. Select object type. Enter mandatory attributes (bolded) and desired additional attributes. If you are creati...

You can edit object information in the object card, sheet of the grid view. Simply click and edit. As soon as you change something the object will be locked. The  Apply functions will appear at the bottom of the screen. You can apply ch...

Adding links There are to methods available to add links; push and pull. In the pull method you work from the parent object and use a search panel to find objects to link. In the push method you are working from the child objects you are linking ...

(If you are using Sovelia Sync, please see related instructions.) Go to the Files   tab on the object card/sheet. Use Download and edit file to download the file for editing and lock the object. After editing the file drag and drop it bac...

Object revisions are shown and created on the object card/sheet Revisions   tab. The current  revision is the revision of the sheet you are viewing. 

Promoting and demoting You can manage the lifecycle on the object card/sheet or in the grid view. The grid view supports the promotion/demotion of multiple objects. Lifecycle rules When changing the status of an object, Sovelia checks t...

Objects and their structures can be compared. To compare revisions go to the Revisions  tab of the object. Just select Compare  from the revision you want to compare with the current revision. To compare 2 different objects: ...

Predefined reports Various reports defined by your system administrator are available in the object menu.  Copy from gridview You can also create reports by copying data directly from the gridviews. You can also easily create custom grid vi...

You can add and view comments on objects. Comments are related to the individual revision of the object. They are not copied when creating a new revision. You can also tag a user in your comment to alert them. Type @ to open a us...