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Items & revisions

The item master is the backbone of the system. Every part, assembly, or purchased component is an item with a unique part number per workspace.

Lifecycle states​

Items (and documents) move through four lifecycle states:

StateMeaning
in_workEditable — being designed or updated
in_reviewFrozen while under formal review
releasedApproved for production; editing requires a change
obsoleteRetired; kept for history, not for new use

Released and obsolete items cannot be checked out — modifying them goes through change management.

Check-out / check-in​

Editing an item requires checking it out, which locks it against concurrent edits. Only the person who checked an item out (or an admin) can check it back in. The item's creator gets a notification when someone else checks their item out.

Revisions​

Each item carries a revision history (A, B, C…). A revision captures the item's state at a point in time; the current revision is what BOMs and inspection plans reference. New revisions are typically produced by implementing an approved change.