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Administrator Checklist for the Arena Summer ’11 Release

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The Arena Summer ‘11 release includes two new features you’ll need to enable and configure for your users. Use this handy checklist to start using them today!

Arena Drop Box

Enabling

Arena Drop Box allows any user with file upload privileges—including Supplier users—to upload files without entering Arena. Users who are logged into the Workspace can then reject, accept, or comment on the uploaded files.

Use these steps to enable the Drop Box for your Workspace:

checkbox  Go to the account administration tool by clicking Edit Settings in the Arena Title bar.

checkbox  Go to the Summary View, Settings Subview, and Click Edit Settings.

checkbox  Scroll down to the Files section, and find the Arena Drop Box setting.

checkbox  When you select Enabled from the drop down list, users can access the unique Drop Box for this Workspace at dropbox.bom.com.

checkbox  When you choose Disabled, users will no longer have access to dropbox.bom.com, or see the Drops tab on the Dashboard in the Arena Inbox.
NOTE: Disabling does not purge the contents of the Drop Box.

checkbox  Make sure to save your Changes.

Account Administrators can disable the Drop Box for their Workspace at any time. It is important to communicate with your users whenever you remove functionality that they may depend on for completing their work.

Setting a Workspace Alias

Users access the Drop Box for your Workspace at dropbox.bom.com, but if you have more than one Workspace, or if your Suppliers will be using Arena Drop Box to upload files, you may wish to create a unique address that goes directly to the specific Drop Box for your Workspace. Add the alias to dropbox.bom.com to form the unique URL (dropbox.bom.com/workspacealias).

checkbox  Go to the account administration tool by clicking Edit Settings in the Arena Title bar.

checkbox  Go to the Summary View, Profile Subview, and Click Edit Profile.

checkbox Enter a Workspace Alias and click Save Changes.
NOTE: Workspace Aliases must be unique. If the alias you enter is already in use, you’ll be prompted to choose a different one.

Default Requirements by Item Category

Item categories give you a way to create subsets of Items that all require the same information. You can configure default settings for Item categories so that when new Items are created, the appropriate defaults are applied. Configure our newest feature, default compliance requirements, to make sure that a compliance requirement always gets applied to a specific category of Items.

Use these steps to configure default compliance requirements for Item categories in your Workspace(s):

checkbox  Go to the account administration tool by clicking the Edit Settings command in the Arena Title Bar.

checkbox  Go to the Categories View, Items Subview, and choose the category you would like to edit from the Category Tree on the Left.

checkbox  In the Category Information section, click Edit Information.

checkbox  Scroll down to the Default Settings section and review the Requirements that have been configured in the workspace.
NOTE: If you have not configured any Requirements for this workspace you cannot use this feature.

checkbox  Use the checkboxes to indicate which compliance Requirements should be applied to new Items created in this Category.

checkbox  For each Requirement you select, you can set a default Status.
NOTE: Arena does not allow setting a default compliance status of Compliant, because it can result in a product being declared compliant when compliance has not been verified for all parts.

checkbox  Set Rationale, Compliance Mark, and Evidence Type for each default requirement if applicable.
NOTE: Status, Rationale, Compliance Mark, and Evidence Type values are defaults only and may be changed by a user when creating an Item assigned to the Category.

After you Save Changes the chosen requirements will be applied to each new Item created in this category automatically.

Download this checklist as a .pdf