Part Requests

Old Content - see latest equivalent
Modified by Jason Howie on May 31, 2017
Contents

The number of design components available to an engineer when capturing their next design can vary from a few hundred scattered across individual symbol and model libraries, through to hundreds of thousands, stored in a dedicated company parts database. But no matter how many components are available to hand, there will always be more that aren't, and that need to be created and added for reuse.

For a small design house, an engineer will simply change 'hats' and become the Librarian - whipping up required components that are missing from their design arsenal. However, for a larger organization that employs a dedicated library department to grow and maintain the design components - accessible to all engineers and designers in that organization - it makes sense to submit requests for new (missing) components to that department. And that's exactly the impetus for Altium Vault 2.6's new Part Requests feature.

An engineer can simply put in a request for one or more parts to be created, to a member of a librarian-nominated role, and get notified when that request has either been rejected (and why), or processed, and the component(s) made available. The requestor supplies as much key information to support their request as possible (manufacturer and part number(s), description(s), any relevant datasheet (PDF or URL)). Stub Component Items can even be created that the librarian can then run with (and finish off).

Nominating Your Librarians

First things first, you'll need to specify which role (or roles) should be used to fulfill the role of Librarians for your organization. In essence, you are simply configuring a set of users of your Altium Vault, that can be assigned to a part request. This is performed through the vault's browser-based interface.

With administrative rights to your company's Altium Vault you can simply sign in, click on Admin at the top-right of the page, and choose the Settings entry from the associated menu (which provides all browser-based functionality accessible to Admins). Then, use the available navigation tree for the Settings area of the interface to locate and open the Librarians Role page (under the Vault\Part Request area of the structure). It is from here that you will specify the role(s) to use for Librarian.


The Librarians Role page of the Admin - Settings area provides the interface for specifying which existing role(s) should be used as Librarians for the Part Request feature.

Start typing the name of an existing role into the Librarian's Role field to pop-up a list of matching roles. Select the required role from the this list.

Management of roles for the Altium Vault is performed from the Roles page of the vault's browser-based interface.

Choose a currently defined role to fulfill the Librarians role, as required.

Typically a single existing role would be specified for use as the Librarians role, but multiple roles can be chosen for assignment, especially if your company's librarians are gathered into more than one role.
With the required role(s) assigned, be sure to click the Save button at the top-right of the page.

The members of the nominated role will be the set of Librarians that can be assigned to, and work on, part requests.


The members of the role assigned to the Librarians role, will be the librarians that can handle part requests.

Creating Part Requests

Part Requests can be created and browsed from the following two places:

  • Through the Part Requests page of the vault's browser-based interface.
  • Directly within Altium Designer, through the Vaults panel.
Initially, a part request is visible to the original requestor, and all members of the nominated librarian role(s). Once the request has been assigned to a particular librarian, only the requestor and that librarian will see it, and receive notifications about it.

Requesting through the Vault's Browser-Based Interface

Part Requests can be created and maintained through the Part Requests page of the vault's browser-based interface.


Create and manage requests for new parts through the Part Requests area of the vault's browser-based interface.

Use the available filtering controls to filter part requests by ID, Description, Manufacturer, Manufacturer Part Numbers, Created By, Assignee, or State. With the exception of State, filtering is simple, with no wildcard support. Simply start typing the characters for the relevant entry, from the beginning, to filter based on those characters. The more characters entered, the greater the filtering effect, allowing you to quickly zero-in on the required part request.

Adding a New Request

To add a new part request, simply click the Add Request button at the top-right of the page. The page will change to present the new part request form, as shown in the following image, and detailed thereafter.


Adding a new part request through the vault's browser interface.

Use the controls on the page to supply as much information as possible:

  • Manufacturer - this is a mandatory field to indicate to the librarian who actually makes the part.
  • Manufacturer Part Numbers - this is a mandatory field indicating to the librarian the specific part number(s) of the parts you need them to make. Multiple part numbers must be separated by a comma (,).
The Manufacturer and Manufacturer Part Numbers fields are the two key pieces of information with which the assigned librarian can find the correct part(s) being requested. Hence the reason they are the only two mandatory fields. All other information is a bonus and/or allows your input on what certain attributes of the component should be (for example parameters, and component type).
  • Request ID - an ID is automatically generated with, and assigned to, the request, enabling users to easily track the request's progress.
  • State - this field is used to specify the status of the request. The options are Opened: New, Opened: In Progress, Closed: Completed, Closed: Rejected, or Closed: Canceled.
  • Required By Date - use this field to specify the date at which you need the component(s) to be ready. Clicking within the field will pop-up a calendar window, with which to specify the required date.
  • Assign to -
  • Component Type - this field can be used to specify the type of component being requested. The Altium Vault supports the following explicit component types: Capacitor, Resistor, Inductor, Transistor, Diode, LED, Crystal & Oscillator, Fuse, Transformer, Sensor, Connector, Switch, IC, Amplifier, Memory, Processor, Interface, Power Supply.
  • Parameters - this area can be used to add a set of specific parameters required for the part(s). Simply click Add and use the subsequent fields to provide a name and value for the parameter. If no parameters are specified, the librarian will likely fall back to addition of the parameters in a related datasheet for that part, in accordance with organizational policy.
  • Description - this field can be used to supply additional information for the request, including URLs to manufacturer websites, device family information, package information, and so on.
  • Attachments - this area can be used to attach any useful files related to the requested part. For example a PDF datasheet, an image, or a document. Either click Browse to locate the file(s) through a standard dialog, or drag and drop the file(s) onto the indicated area.
Files of any format can be attached, without limitation. Files up to 2GB in size are supported.
  • Parts List - use this area to specify any existing Component Item(s) in the vault, which you have created as temporary stub components. Click Add and browse for the required Item accordingly. The librarian can then run with this to fulfil the request. If no stub part exists, the librarian will simply create a new Component Item in the vault, along with requisite domain model Items.


Example of information supplied as part of a new part request.

Once all information is defined as required - and essentially the Manufacturer and Manufacturer Part Numbers - click the Save button at the top-right of the form.

With the request saved, the full details of the request will be presented.


Full details for an example newly-added part request.

Notice that in addition to the information supplied previously, the following is displayed:

  • Date - the date the request was created.
  • Created by - the original author of the request (the requestor).
  • Title - a system-assigned title for the request, in the format PR-n (where n is the next integer identifier available).
  • State - this field shows the current state of the request. There are five default states in which a request can find itself, but you are free to customize these states, or add more, to suit company requirements. For more information on states, see Customizing States.
  • Assign to - this field shows which librarian is currently working on the request. Initially all librarians will see the request, and then one can step forward to assign the request to themselves. Librarians can also pass the request between each other, for example if another has a little additional bandwidth to accommodate the request.
  • Comment - use this field to comment on the request. This allows for bi-directional communication between the requestor and the librarian. For example, the requestor may change something since original submission, and needs to flag the librarian working on the part. Or perhaps the librarian requires additional information, or confirmation on some aspect of the part. With the comment written, click the Add Comment button to submit it. Any comment will appear in the History region of the page, and also in the information stream when viewing the part request in the Vaults panel.
  • History - a running stream of events related to this request. To start with, there will be an entry for the request itself, and another for any attachment.
To return to the list of your existing part requests (Requestor) or assigned part requests (librarian), either click on the main Part Requests tab, or the Part Requests section of the breadcrumbs, at the top of the page. You can access the details page again by clicking on the ID for the required part request, back on the main Part Requests page.
To edit a part request, simply click the Edit button at the top-right of the page, when viewing the details page for that request. Notice also, that a Comment field is available. This is specifically for adding some explanatory text in relation to any modification to the request. This is separate to the Commenting feature available outside of editing the request.

Requesting through the Vaults Panel

Part Requests can also be created and maintained within Altium Designer, through the Vaults panel.

Adding a Request

If the search for a part is unsuccessful, the Add Request button will become available in the Search tab of the Vaults panel. To add a new part request, simply click the Add Request button available above the Items region when browsing content in any vault folder. The New Part Request dialog will appear, as shown in the following image.


Adding a new part request directly from within Altium Designer, through the Vaults panel.

Use the options and controls in the dialog to supply as much information as possible, as discussed previously for creation through the browser interface. Once all information is defined as required - and essentially the Manufacturer and Manufacturer Part Numbers (which are mandatory) - click the OK button to effect creation of the request.

Viewing Requests

For both the originator of a part request (Requester) and the user(s) defined in roles associated to the Librarian role (Librarians), requests are presented through the Vaults panel using a dedicated Part Requests folder.


An example Part Request in the Part Requests folder, as seen by the requester (Neal Geneare) and the librarian assigned to work on that request (Simon Entist).

The number next to the Part Requests folder name indicates how many requests there are.
For a designer/engineer, the folder will present entries for only those parts they have actually requested. For a librarian, they will see part requests specifically assigned to them, as well as part requests that have yet to be assigned to a particular librarian.

Selecting a request in the upper region will display an information stream in the lower region. This information provides a running summary of any event occurring in relation to that request, including any comments made by the requestor or librarian. Each entry in the stream consists of the following elements:

  • Created At - the date and time at which the event took place.
  • Created By - the user responsible for the event (either the requestor, or a librarian).
  • Description - an entry that consists of an auto-generated message, along with any comment included by the requestor/librarian.

Notifications

Upon creation of a part request, the requestor, and members of the Librarian role, will receive notification in their message stream, on the Stream page of the vault's browser-based interface (and summarized on the Home page of that interface).

Once a specific librarian has been assigned to a request, only that librarian, and of course the original requestor, will receive notifications generated in relation to that request.


The relevant parties receive notification of part request creation, and any updates, through the Stream and Home pages of the vault's browser interface.

Only part request creation and update events are presented. Comments made as part of a modification will also be displayed as part of the update entry, but bi-directional commenting (outside of an edit) are only visible when viewing the detailed page for a request in the browser interface, or in the information stream for that request, when viewed in the Vaults panel.

Email Notifications

In addition to the event notifications presented to relevant users on their Stream page of the vault's browser-based interface, email notifications will also be received - providing the Email Notifications feature is enabled and configured. Two types of notification are supported - Part Request Created, and Part Request Properties Change.


Example email notifications for part request creation and properties change.

Click the Web link to view the part request through the vault's browser-based interface.

Customizing States

Once the request for a new part has been submitted, there are a number of states that that request can ultimately enter. By default, the following states are provided:

  • Opened States - states in which the request is currently still 'alive':
    • New
    • In Progress
  • Closed States - states in which the request has been considered resolved and therefore 'closed':
    • Completed
    • Rejected
    • Canceled

To accommodate the requirements of different organizations, states are customizable. You can:

  • Edit the names of the default states.
  • Add additional states (named as required).
  • Change the ordering of states (how states will appear on the relevant State drop-down menu when creating/editing a part request).

This is again configured by an Administrator through the vault's browser-based interface. Simply sign in, click on Admin at the top-right of the page, and choose the Settings entry from the associated menu. Then, use the available navigation tree for the Settings area of the interface to locate and open the Custom States page (under the Vault\Part Request area of the structure). It is from here that you will customize the states for the part request feature as required.


The Custom States page of the Admin - Settings area provides the interface for customizing the states used in the Part Request feature.

Make changes as follows:

  • To edit the name of an existing state, simply click on its name. The Custom State Name pop-up window will appear in which to do so.
  • To add a new state, simply click the add new control, associated with the type of state (opened or closed). Use the Custom State Name pop-up window to give the state the required naming.
  • To change the order of the states, simply use the Move Up ()  and Move Down () controls, as applicable (and where available).
  • To remove a state, simply click its associated Remove control ().
With the required states defined, be sure to click the Save button at the top-right of the page.

 

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