Share a Problem Solving process with other sites in a Multi-Site Collaboration network

When addressing a Problem Solving process in a Multi-Site Collaboration network, you may identify valuable lessons learned that must be shared with other sites. In such cases, you can share this information with the relevant sites for them to implement the same, and avoid similar Problem Solving processes in their site. Additionally, if you determine that a reported Problem Solving process impacts or is owned by another site (for example, when the same product or part is manufactured at multiple locations), you can transfer the Problem Solving process to the appropriate site for them to perform the necessary actions.

To share a Problem Solving process with other sites, you must first publish it to the required sites. Then, specify additional sharing details, such as the destination sites and several transfer options, and share the Problem Solving process.

Prerequisites

The administrator has installed and configured Multi-Site Collaboration for all sites in your network.

Procedure

1. From Launcher, click Changes .

If this option is unavailable, search for it. You can pin it from the search results for future access.

2. From the CHANGES folder, select and open the required Problem Solving process.

3. To publish the Problem Solving process, do the following:

Choose More Commands > Share > Publish .

In the Publish panel, select the required sites, and click Publish.

When you publish a Problem Solving process, the symbol appears next to the name of the process.

4. To cancel publishing a Problem Solving process, do the following:

Choose More Commands > Share > Unpublish .

In the Unpublish panel, select the required sites, and click Unpublish.

When you cancel publishing a Problem Solving process, the symbol is removed from the name of the process.

5. To share the Problem Solving process, do the following:

Click More commands > Share  > Share with Sites .

The Share with Sites panel is displayed listing target sites and several transfer options.

From the Destinations list, select one or more remote sites to be used as target destinations.

The Destinations list filters as you type; type the first few characters of the site's name to display the site you want.

From the Option Set list, select the transfer option set to use when sharing objects.

The transfer option set defines the configuration rules when transferring data between sites. The available option sets vary depending on your site's configuration.

To transfer site ownership of the Problem Solving process to the destination site, select Transfer Site Ownership.

When you transfer site ownership, all revisions of the Problem Solving process will be shared.

To share a Problem Solving process only when it has been modified since the last time it was exported to the destination site, select Modified Only.

To share related data, from the Relations list, select each object relation to share with the destination sites.

Example You can share the problem description defect, containment actions, defects, 5Whys, Why questions, Ishikawas, Ishikawa causes, corrective actions, and preventive actions used to create the Problem Solving process.

(Optional) Change the owner of the transferred Problem Solving process after it is transferred to the remote site. In the Owner section, click Replace , select the new owner, and click Replace.

Note Only one site can own the Problem Solving process at a time. The site with ownership can modify the Problem Solving process. The other sites contain a replica of the Problem Solving process.

Review and adjust the transfer options by clicking Override Options to open the Override Options panel, where you can choose the options to override, and click Override.

The available options vary depending on the configuration of the selected transfer option set. You can modify the options available to override by editing the transfer option sets as described in PLM XML/TC XML Export Import Administration.

Click Share to share the Problem Solving process with the destination sites.

You receive a notification when the transfer completes. Send an email or notification message to the team members of the destination sites so that they can search for it and begin working on it in their site.

If you make updates to the Problem Solving process, you can share the updates with the destination site by repeating steps 5.a through 5.i.

Ensure that you select Modified Only to share the updates since the last time it was exported to the destination site.

6. After you receive an email or notification message about the shared Problem Solving process, in the destination site, to access the Problem Solving process, do the following:

In Advanced Search, select General, select Problem Solving Revision as the type of search, and click Search.

In the search results, select the shared Problem Solving process, and open it to work on it.