Assembly Plans

An assembly plan enables you to create an assembly that can be used for multiple applications. An assembly plan helps in eliminating the redundant effort required in creating identical assemblies for similar applications.

Note: Assembly Plans are for use within a Submission Plan only. See Grouped Submissions for usage constraints.

For grouped submissions, the initial assembly plan that is created has no relationship to the already submitted assembly. Any subsequent assembly plans are built on top of the existing assembly plans.

Assembly Plans

With the assembly plan having no relation to the other assemblies, the life cycle operations are contained within the submission plan until the sequence assembly is created.

See the following topics for information and procedures related to assemblies and assembly plans.

Create Assembly Plans

Ennov InSight enables you to create assembly plans within submission plans. Assembly Plans can only be created if the Submission Plan has associated Applications.

To create an assembly plan:

  1. On the Home page, click Submission Plan.
  2. In the Submission Plans list, click the submission plan under which you want to create an assembly plan.
  3. On the View Submission Plan window, select Assembly Plans tab.
  4. Click the Create icon.
  5. In the Create Assembly page, select an appropriate option to create an assembly.

    — New (Empty) - to create a new assembly containing no existing assembly elements.

    — Existing Template, Assembly or View - create a new assembly from an existing template or assembly, or from a current or active view.

    — Assembly File - create a new assembly from an assembly or view that has been exported as an XML file. — Virtual Document - create a new assembly from a Documentum virtual document.

  6. For the selected mode, follow the wizard and enter details where necessary.
  7. Click Save.
  8. Enter details as necessary.

    — If the method chosen to create an assembly plan is other than the one using the assembly file, the Applicable Applications field automatically shows the applications associated to the submission plan under the Selected box on the Create Assembly page.

    — The list of the applications applicable for the assembly plan can be changed after an assembly plan is created.

  9. Click Create.

The assembly plan is created.

Modify Assembly Plan Attributes

You can make edits to the attributes of an assembly plan.

To modify an assembly plan:

  1. On the home page left panel, click Submission Plans.
  2. Click the link for the submission plan which includes the assembly plan you want to modify.
  3. On the View Submission Plan page, select the Assembly Plans tab.
  4. Click the link for the assembly plan that you want to modify.
  5. Click the Edit icon.
  6. On the Edit Assembly page, enter your changes to the assembly plan attributes.

    Assembly Plans

  7. Click Save.

The new attributes of assembly plan are saved.

Delete Assembly Plans

Deleting an assembly plan removes its sub-entities, such as folders and leafs. You can delete an unlocked assembly plan from Ennov InSight .

To delete an assembly plan:

  1. Go to the submission plan that contains the assembly plan you want to delete.
  2. On the View Submission Plan page, go to the Assembly Plans tab and select the assembly plan that you want to delete.
  3. On the Assembly Attributes page, click More.
  4. Click Delete.
  5. When you are prompted to confirm the deletion, click OK.

The assembly plan is deleted.