Professional | ~4 hr. 35 min.

Tenant Administration in Upchain

Course | Outcomes and capabilities
Upchain enables versions and revision control for your non-CAD documents and offers powerful tools to share and collaborate on documents. In this course, you'll learn how to manage documents in the web application and the Microsoft Office plugins. You'll learn about the lifecycle of documents, how documents are organized across projects, how to manage daily changes and revisions, and leverage workflows to review and publish documents.

Upchain enables versions and revision control for your non-CAD documents and offers powerful tools to share and collaborate on documents. In this course, you'll learn how to manage documents in the web application and the Microsoft Office plugins. You'll learn about the lifecycle of documents, how documents are organized across projects, how to manage daily changes and revisions, and leverage workflows to review and publish documents. 

Upon completing this course, you will acquire the following skills:

  • Define each document status and explain how a document progresses through its lifecycle. 
  • Identify how documents are organized within projects, items, and other Upchain objects. 
  • View and mark up documents. 
  • Upload a document to a project, manage daily changes, and send it through a workflow to be published. 
  • Leverage the Office plugins to manage Word, PowerPoint, and Excel documents. 

Course modules

~45 min.
Getting Started with Tenant and User Administration in Upchain
Module

Tenant Administrators are responsible for configuring Upchain to meet their business rules and processes. In this module, we introduce you to how to access and navigate the Tenant Administration interface to get started with managing your tenant. 

~1 hr. 5 min.
Item Configuration in Upchain
Module

In this module, we’ll configure the information we need to define how items are numbered and described in Upchain. This includes configuring a set of item numbering rules so that items are assigned the correct number as they are created, setting up custom item attributes in addition to the “out of the box” attributes to capture all required information about the item, and setting up a categorization scheme that allows us to further label items according to purpose and type.

~45 min.
Workflow Management 1: Getting Started with Workflows in Upchain
Module

In this module, we introduce you to workflows in Upchain. We discuss what they are, what they’re for, and the sorts of objects governed by a workflow. We’ll also introduce you to the workflow editor and demonstrate the basic functions you’ll need to start creating and managing your own workflows.

~1 hr.
Workflow Management 2: Change Requests in Upchain
Module

In this module, we’ll explore the capabilities of the Change request workflow and discuss some possibilities for what you can include in your workflows. We’ll build an example workflow that incorporates additional checks by Upchain and by team members before releasing an item, and also look at how to create a workflow to obsolete an item.    

~1 hr.
Workflow Management 3: Investigation Requests in Upchain
Module

In this module, we’ll explore the capabilities of the Investigation request workflow and discuss some possibilities for what you can include in your workflows. We’ll build an example workflow that incorporates multiple people within an organization to demonstrate how an investigative process can involve everyone that is required. We’ll also explore and build a supplier RFQ workflow and discuss how this enables collaboration with external suppliers.