Folder and lifecycle state security is a useful feature, but it can be really hard to use. For example, it's hard to find out which users have access to which folders. Likewise if a user doesn't have access, it can be hard to figure out why. If you are managing many folders, you are forced to manage them one at a time.
One possible improvement to provide a view like in the Effective Folder Permissions app, which unrolls the security settings to show a per-user view.
It would be great if we could configure the software to Remove the 'submit and force approval' button and the 'fast track approval' button. Currently looks the same as the 'submit' button and this will get accidently pressed. I know you are going to say ‘your engineers shouldn’t have permission to force approval’. That’s right, we could set it up so this is the case. Unfortunately, we have had to make all our Engineers Change Order Administrators so they can edit the Change Routing List (Checker etc). Something Autodesk could rectify is to make the Change Order roles more configurable.
When using the Change Order process, the document Properties are not mapped to the Change Order Process (ie. Checker, Approver, Date approved, ECN number into Rev Box on Drawing etc) and so do not refresh during document sign off process. This means lots of manual input required by the Users which is open to mistakes. The whole point of a software driven system it to reduce mistakes by doing the manual input for you. Please rectify Autodesk!
Also on a similar theme, why can’t the change order process automatically change the Lifecycle state of the file (i.e Work In Progress, In Review, Released etc). Again, too much manual input required.
In the bottom right of the window you have a more button for showing the next page of objects, and you have to click several times depending on what the threshold is set to on ADMS, I wish for a "Show All" button so the clients can quickly see everything in a folder. I would like this on Change orders, Items, and Folders.
Please fix the way vault reads the file name. I have a list of equipment BA12-1 thru BA12-13 and the order of the folders in vault look like this.
I've had issues in the past where a user goes to create a new brace and names his new model BA12-10 not realizing that it's already been created. Then he has to go back and rename all of his file and relink them manually.
I believe Vault should allow a user somehow to be able to move files from different folders into a similar folder all at once. It would be convenient to conduct a search and be able to move all the related files into a folder of choice. Right now Vault has a restriction where you can only move files that are in the same folder. This might be a difficult request for Vault to accomplish, but I think would be well worth it. Please consider.
When an eco routing participant leaves the company and is replaced it is very cumbersome to have to edit all of the active ECO's to remove them and add someone else. I would like an administrative function to be able to remove and/or replace a participant for all ECO's, or a highlighted selection of ECO's.
In the Edit Routing window, please add columns for user first name and last name in both the "Change Order participants" grid and the "Routing participants" grid. We import domain users and the user name is not a person's actual name. (see attached image). This does not make for an intuitive interface for the users. Please make the window resizable too.