1. Within VaultAdmin tool: The ôBind ownership to SolidWorks read-write-only accessö is checked.
2. Within VaultAdmin tool: The ôSet file system read-only attribute if not ownerö is checked.
3. Get latest parts from PDM.
4. Work only within your working directory.
5. Keep your working directory clean.
6. Take ownership as soon as you know you are going to change, if an ECN is required keep ownership until you give it to Documentation.
7. Do not check out or take ownership unless you are going to change it.
8. Do not take ownership of an assembly and all children.
9. Upon check-in, add short note as to what you did.
10. Release Ownership (if applicable) during check-in not afterwards.
11. Do not add suffices and prefixes to part numbers being checked-in to PDM.
12. Do not check-in junk names; get a part number if it needs to be in PDM.
13. If you are working on projects that are not ready for PDM, create a sub-directory within your working directory for those models. Remember rule number 4.
14. Do not delete relationships and external references.
15. Clean swSolidWorksBackups directory; defrag your C:\ drive as often as needed.
16. Work only on models and drawings that have been taken out of the PDM Vault. Unless you created them.
