Thin Client - Items Administration

Learn how to find items and item information.

Restriction: Items are available in Vault Professional.

Learn About the Item Master

The item master displays the items in the vault. Items refer to what a company manages, assembles, sells and manufactures. An item is identified by its item number or part number. Items typically represent:

• Parts
• Assemblies
• Consumable goods such as fluids, lubricants, and artwork
• Bills of Material

Item Details

Click an item to view detailed information about the item. The Item Details page displays a summary of the item, the full set of system and user-defined properties, as well as the Bill of Materials, history, where used data, and attachments for the item. The properties displayed in the views can be configured independently of each other.

Bill of Materials Tab

• Click Bill of Materials (BOM) to view the BOM for the current item.
  Note: If Show only released items is turned on in the thin client settings, then non-released versions of the item are displayed in black unlinked text.
  There are three views available:
• Multi-Level (default) expands or collapses the structure to show nested parts and assemblies.
• First-Level displays the first level of the BOM structure.
• Parts-Only displays the item total part count, but does not display intermediate subassemblies.

History Tab

Select the History tab to view the revision history of the item.

• Select a property from the Sort By drop-down to change the sort order. You can sort by any of the properties displayed in the History tab
• Click Configure Properties to select which properties are displayed in the History tab
• By default, only the latest version of the file is displayed. Click Show All Versions to display a complete list of all revisions and versions for the file.
  Note: If Released file versions is turned on in the thin client settings, then non-released versions of the file are displayed in black, unlinked text.

Where Used Tab

• Click Where Used to view items that reference the current item.
  Note: If Show only released items is selected in the thin client settings, then non-released versions of the item are displayed in black unlinked text.
• Click the file name to view the details for the associated item.

Attachments Tab

• Click Attachments to view the files attached to the current item.
• Click the file name to view the details for the attachment.

Related Topics

• Thin Client - Files
• Thin Client - Searching
• Thin Client - Printing
• Thin Client - Customize Your View