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Family Tables - Modify permission on General for Verify

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We're finally moving from Creo Elements Pro WF5 to Creo 3 (with WC 10.1)...Taking a close look at all processes and configurations.

 

Since first starting to use Windchill, we've always had a process that seems to be required but is a terrific nuisance.  Wondering if it's different (haven't tested yet) in Creo 3 and wondering if there is a smarter way in general to handle.

 

SITUATION

- Family Table with different Revisions allowed for each instance (not all companies allow this but many do)

- In general, Generic and all Instances Released; approved change must be made

- User assigned to make the change

    - Revises the Instance(s) that are changing and so can Modify them at In Work

    - Does not Revise the generic

    - Cannot Verify the family table with modified instance(s) without Modify permission on the generic

 

CURRENT PROCESS

-  A user with needed permission temporarily Sets State of the generic to In Work

- User assigned to make the change does so, including family table verification and check in of the generic and instance(s) being Revised and modified

- User with needed permission Sets State of the generic back to Released

- The instance(s) being changed are released via the Change Notice workflow

 

PROBLEMS

- Difficult to make sure that the generic always gets set back to Released

- Not good to have a group that can bypass controls and processes by being able to Set State to Released

 

How do others handle this?

Appreciate any input from PTC - especially if already documented somewhere.

 

thanks in advance


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