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Workflow and Process Management
Learning Hub Workflow and Process Management

Workflow and Process Management

Automate design workflows and improve process efficiency with collaborative tools that support team communication and task management.

Altium's Workflow Solutions Guide to Workflows in Altium Workflows Documentation
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1:50 Events Log 2 min Videos PCB Design Engineers Project Leads Electrical Engineers +1 PCB Design Engineers PCB Design Engineers Project Leads Project Leads Electrical Engineers Electrical Engineers Engineering Managers Engineering Managers

This video demonstrates navigating within the events log. The events log showcases user events and data within the workspace in a single access point for data governance. To begin, navigate to the admin tab and the events log link once the Organizational Security Package is enabled. Many types of logged events are visible including additions, removals, workspace member group assignments, component and object data, and data sharing. Event log entries can be searched and filtered by object type as well. The list can be refreshed by typing F5, and an API is also available to transfer event log data to a security information and events management system.

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3:15 Admin Checklists 3 min Videos PCB Design Engineers Project Leads Electrical Engineers +1 PCB Design Engineers PCB Design Engineers Project Leads Project Leads Electrical Engineers Electrical Engineers Engineering Managers Engineering Managers

This video demonstrates how to add a checklist to an Altium 365 Platform for use in design reviews. To begin, navigate to the admin button, and select checklists on the right hand side to see current platform checklists. Edit or delete one by selecting the three radial dots, or create a new one by selecting the new button. In the new checklist, type or paste a list of items and a name and select add. This creates a new checklist template which can be applied to a design by opening a design, creating a design review, and adding the template checklist to that design.

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4:16 Admin-Explorer Web View 4 min Videos PCB Design Engineers Project Leads Electrical Engineers +1 PCB Design Engineers PCB Design Engineers Project Leads Project Leads Electrical Engineers Electrical Engineers Engineering Managers Engineering Managers

This video demonstrates how to enable parameters when placing a component. The first step is to open the Explorer Panel, and within components, open the capacitors folder and right click for properties. Configure the parameters "Visible on Add" by selecting enable for the "PackageCase" parameter and click okay. Refresh the screen and choose a component within the capacitors folder and place it. Now the case size is visible for that capacitor and the Properties Panel also displays this value.

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4:40 How to Start a Design Review 4 min Videos PCB Design Engineers Electrical Engineers Project Leads +3 PCB Design Engineers PCB Design Engineers Electrical Engineers Electrical Engineers Project Leads Project Leads Engineering Managers Engineering Managers Mechanical Designers Mechanical Designers

This video demonstrates how to setup and complete a design review on a project in Altium 365.

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Altium 365 GovCloud 101 Everything You Need to Know Altium 365 GovCloud 101: Everything You Need to Know 7 min Blog Electrical Engineers Engineering Managers IT Managers Electrical Engineers Electrical Engineers Engineering Managers Engineering Managers IT Managers IT Managers

Want to improve the protection of your design data? Altium 365 GovCloud can help you achieve these goals. It’s a region in Altium, engineered to meet the stringent demands of US government regulations.

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Altium 365 Security Approach and Practices Whitepaper Cover Altium 365 Data Security and Compliance: Security Approach and Practices 1 min Whitepapers IT Managers IT Managers IT Managers

This whitepaper provides a clear overview of the extensive security measures that underpin Altium 365, the secure cloud platform for

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How Altium 365 Can Help You With the PCB Assembly Process How Altium 365 Can Help You With the PCB Assembly (PCBA) Process 3 min Engineering News Production Managers Production Managers Production Managers

Engineers no longer need to flip through paper printouts or navigate CAD software while working on board assembly.

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