Data Management Capabilities > Managing Change > About Change Notices > About Redline > Redline Process
  
Redline Process
This topic explains how to manage, modify, merge, and synchronize the redline. It also explains the non-supporting actions for the redline.
Managing Redline
You can manage redlines by using the Create, Open, Delete, or View actions from the following points:
The Redline column of the Affected Objects table
The Actions menu for the selected parts in the Affected Objects table
To view the redline on the Affected Objects table:
1. Add the Redline column to the Affected Objects table.
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The affected Part should be one of these: the latest released version or never released version without any previous revisions.
You can create the redlines only for the Parts that have the root view. In addition, Parts that have associated CAD data are not eligible for a redline.
2. From the Affected Objects table, click Create in the Redline column to create a new redline. This action creates a new redline for the affected object version and opens the redline structure browser page. For more information on the redline structure browser page, see Redline Structure Browser.
Redline Actions
The following actions are available for the right-click menu on the Affected Objects table:
Actions
Description
Create
Create a new redline for an affected object version. This action opens redline structure browser.
Open
Open an existing redline in the redline structure browser page.
Delete
Delete a redline for an affected version.
View
View a redline for an affected object version as Read-only. You cannot modify the redline with this action.
Any blank cell in the Redline column indicates the affected object that does not support a redline.
When you delete the change notice, change task, or affected object, the associated redline is also deleted.
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The CAD data associated with the affected object version prevents the creation of a redline. If you add CAD data to the affected object after creating the redline, the created redline gets cancelled. The canceled redline is not eligible for synchronization.
Modifying Redline
You can modify the redline from the redline structure browser page. When you open a redline, it opens in the redline structure browser page.
To modify the redline follow these steps:
1. On the redline structure browser page, you can make the following types of changes:
Change the quantity change for the part
Change the reference designator on a part
Add or delete one or more child parts
Remove or replace one or more child parts
For more information on the actions available on the redline structure browser page, see Redline Actions Toolbar and Redline Structure Panes.
2. Check in the changes. This creates the next iteration of the redline.
3. Compare the changes of the redline with the affected object version.
You can view the updated changes for the redline parts from the following locations:
The structure tree and the Uses tab: visual indicators.
The Uses tab: change indicators in the Change Indicator column.
Merging Redline with the Affected Object Version
When the implementation work starts, you can merge the redline to the affected object version. As part of the revise action, the redline merges with the affected object version and creates a resulting object within the change context.
To merge the redline to the affected object version, follow these steps:
1. When the planned work is complete for the redline, check in the changes.
2. To start the implementation work, revise the affected object from the Affected Objects table to create the resulting object.
The redline merges with the affected object version and creates the resulting object.
Synchronizing the Changes to Other Open Change Notices
When the resulting object is released, the change notice enters the Resolved state and triggers a synchronization. The redlines of the other open change notices are synchronized with the latest released resulting object. The synchronization takes place at the part, usage, occurrences, and attributes level of the redline of the open change notices. The changes that occur in the redline or resulting object are either of conflicting or non-conflicting types. For more information on conflicting and non-conflicting changes, see the Non-Conflicting and Conflicting Changes section in Synchronization and Redline Suspect Status.
The Change Indicator column on the Uses tab indicates the type of changes performed in the redline. For more information on change indicators for various actions, see the Change Indicators for Usage Link section in Uses Tab.
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Before starting the execution of the change notice, save the changes and check in the redlines.
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When you cancel a change notice or change task manually or through a workflow, the open redline that exists on it is also cancelled. The canceled redlines are not eligible for synchronization.
When the audit is complete, the state of the change notice changes to the Resolved state. This triggers a synchronization. When the synchronization is complete, the redline and the affected object update to the next released revision.
After the synchronization, the changes from the latest released resulting objects are retained if there are no conflicting changes between the latest released resulting object version and the redline.
If there are conflicting changes between the latest released resulting object version and the redline, depending on the point at which synchronization takes place, the changes from the redline or the latest released resulting object are retained and the redline is marked as Suspect. To resolve the suspect, you can compare the conflicting changes between the latest released resulting object and the redline. For more information on suspect and synchronization status, see Synchronization and Redline Suspect Status.
The synchronization remains pending if the redline is checked out. If several redlines exist in the open change notice and one redline is checked out, then it does not synchronize with the latest released resulting object. The redline is synchronized after the changes are checked in or after an undo checkout. After the synchronization, a new iteration of the redline is created.
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When you cancel a change notice or a change task manually or through a workflow, the open redline that exists on it is also cancelled. The canceled redlines are not eligible for synchronization.
Non-supporting Actions for Redline
Following actions are not supported for the redline:
Name of Actions
Status of Actions for Redline
The Add, Paste Objects from Clipboard, and Paste Selection of Objects from Clipboard actions for the change objects and quality change Objects.
The Add action does not add redline
The Paste Objects from Clipboard and Paste Selection of Objects from Clipboard actions do not paste redline
Redline view information page
The page is not available for redline
New One-Off Version
The redline actions are not available for one-off version objects
Recently Accessed link
The link is not available
Checked-Out Work and Updates table of Home
The redline is not available
Reports of part structure browser page and Where Used of view information page.
The redline is not available
Search, Paste, and Collect of redline on Baselines objects and Promotion Requests.
The Search action does not search redline
The Paste action does not paste redline
The Collect action does not collect redline
Delivery Content
The delivery packages exclude the redline
Export Importable Spreadsheet
The action does not export redline
Advance Search page
The advance search page does not find the redline
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