How To Automate Document Control Within Agile PLM

Document management has come a long way, hasn't it?

Some of us can still remember the paper file and folder systems, which evolved into spreadsheets and structured directories, and now the dedicated database programs we're all familiar with.Each evolution has offered stricter controls and increased opportunities for company specific solutions. 

One of the advantages of a full-fledged PLM System like Oracle Agile is your access to continuous feature enhancements and innovative capabilities that support new best in class processes.   

It’s easy to get stuck in old school, tried and true thinking when dealing with document control challenges. 

When was the last time you took a serious look at how an Agile upgrade could streamline your business processes?  

How does your company associate reference documentation with the product structure? 

Process flows, work instructions and model family trees often reside as line items on the bill of material. 

This traditional method has a big challenge that every company must resolve:

How do you handle revision management when you want to add, remove or modify one of these documents but the product itself has not changed? 

Companies throughout the years have come up with a variety of creative revision control policies to deal with this issue.

Unfortunately, many of these solutions leave a cluttered trail of confusing revision sequences and orphaned documents scattered throughout your database.

What if you could create a revision specific relationship between this supporting documentation and your product structure without ever touching the BOM?

As of version 9.3.3, the Relationships tab for Items in Agile now supports revision specific relationships.

These relationships can be established with a variety of options in order to define the exact type of relationship that is appropriate between the two objects.*


Show Me How




Separating supplemental documentation from the BOM structure can significantly streamline your revision control and change control processes.

Working with an experienced Oracle implementation partner, like Domain Systems, can help you to investigate and understand the many benefits of improved efficiency new features can deliver.

Scheduling a health assessment on your current system can help determine if you teams are getting the most out of your Agile PLM investment. 

Understand your options

If you want more information about automating document control within your own Agile environment, call us at (801) 447-3777.


"Revision Specific Relationships in Action" video segment from the User Adoption Package (UAP) This video is a sample from the User Adoption Package (UAP) video collection developed by Domain Systems, Inc.  These videos teach users about Agile functionality and can be integrated into your Agile environment via the Help menu.  Click here to contact a Domain Systems, Inc., representative if you would like more information.

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