Wednesday 28 June 2023

Sovelia Vault Property Compliance versus Autodesk Vault Peer Review

Autodesk Vault can manage, track, and organise design and engineering data throughout its lifecycle as a product data management (PDM) tool. It includes features for document management, version control, and collaboration.

Vault 2024 Professional has added new capabilities for Peer Review. Peer review refers to having colleagues or team members review and provide feedback on design files or documents stored within the Vault. This product data management tool has collaborative quality control measures where individuals within the organisation can examine, evaluate, and comment on the content before it moves forward in the workflow or is released for production.

Sovelia Vault, specifically designed as an automation platform for Autodesk Vault, offers additional features and functionality that enhance the capabilities of Autodesk Vault. These enhancements provide greater flexibility, control, and customisation options for peer review and property compliance, including implementing an accurate "4-eye check." This ensures that at least two individuals review a document or design file before proceeding to the next stage or being released.

The table below compares the functionality between Vault and Sovelia Vault:

Functionality

Autodesk Vault

Sovelia Vault

When applied

On lifecycle transition before any other actions

Configurable when in order of actions transaction check applied

Where applied

Client Only

Client or job processor

Rules for files applied to

Defined per transition state individually

Defined in action, which can be applied to multiple different transition states in action sets.

Rule Change

It must be applied to every transaction where the rule is applied

A single change in action

Properties compared

A user attempting state change with a Version Created By the User

ANY  property with the current user, computed values, any vault properties or fixed text.


While Autodesk Vault focuses on individual transition states and requires changes to be applied to every transaction, Sovelia Vault provides more flexibility with actions, allowing rules to be applied to multiple states in action sets with a single change. Moreover, Sovelia Vault offers greater flexibility in comparing properties, enabling comparisons with various values and properties beyond just the versions created by the user.


The standard Vault peer review has limitations, as it can be influenced by actions performed by the job processor, which may update the file version. For example, if a revision block update or state change is applied to the title block, the last user shown in the review may be the job processor user instead of the user who initiated the state change.

Additionally, achieving an accurate "4-eye check" in a multi-review process is not feasible with the standard Vault peer review functionality. While users may be restricted from performing the initial check state change, they may not be prevented from performing subsequent approval state changes.

In summary, Sovelia Vault expands upon the core product data management features of Autodesk Vault and offers advanced automation, customisation, and flexibility for property compliance and peer review.

If you require extensive customisation, automation, and additional capabilities, choosing Sovelia Vault alongside Autodesk Vault can provide significant benefits.

For more information about Sovelia Vault, visit the official website at https://www.symetri.co.uk/products/sovelia-vault/

Alternatively, contact us via email or telephone:

info@symetri.co.uk

0345 370 1444



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