Understand revisions, lifecycles, and categories

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We'll be looking at how versions, revisions, lifecycles, and categories are an integral part of any collaboration workflow.

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Let's first understand what the difference is between a version and a revision.

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A version is an iteration of a document and its metadata.

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And the revision is a collection of versions with a common label.

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When editing documents in Vault, the changes are saved as version history.

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When editing a document in Vault, the changes are saved as Version History on the server.

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The engineering industry has standards used for labeling significant changes to data.

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This is typically called a Document Revision.

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A revision is usually marked with a single character...

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And the document is given a new character for any significant changes that are done after the document has been released.

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For example, the document is created and assigned a Revision Label A.

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As the user makes changes and those versions are committed, a Revision label remains A.

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Only when the user performs a revision bump in action, such as releasing the file, will a new revision be created.

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Next is a video that explains the use of revisions.

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Making changes to your design files shouldn't interrupt your workflow.

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Autodesk Vault automates the task of tracking the revision history of your design files,

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automatically providing you with a full audit trail.

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Vault helps you to reduce the chance of revision control errors by securely releasing and tracking files throughout the design cycle,

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helping to make sure that only the right files are available to the right team members at the right time.

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Vault makes your vision tracking virtually effortless.

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For your documentation, Vault enables you to capture the revision history directly on the drawing.

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When a change to your documentation is required, an engineering change order can be raised.

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When the file state changes, Vault can automatically append the revision table in your drawing.

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By capturing your revision history as you work, Vault reduces the chances of error when tracking revisions.

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Let Autodesk Vault focus on revision management so that you can focus on designing.

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lifecycles are generally used to automatically drive behaviors and differentiate file statuses in the design process.

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A life cycle is comprised of various states that can be assigned to a file.

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And the complexity of a life cycle really depends on what you're trying to achieve, as Vault is very adaptable.

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As for the categories, they are a powerful feature and can be found starting in Vault work group.

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The category of the file dictates the life cycle state, revision scheme, and pertinent properties.

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The flexible nature of Vault allows you to implement these features in a phased approach.

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As an example of Vault adaptability when it comes down to lifecycles,

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I wanted to show you this interesting life cycle that was presented by a customer,

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Reliance Worldwide Corporation in 2015 at AU Australia.

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It shows the flexibility of Vault's lifecycles and the complexity that can be implemented to match your operational requirements.

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If you wish to watch the full video,

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you can find it on the Autodesk University website by searching for the code AMZ15 - MF 05.

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I hope this presentation has given you a better understanding about revisions, lifecycles, and categories.