Choose the record type that matches what you need to manage. In Nora IPLM, a product definition, its digital content, and the work performed around it have different purposes. Connect the records so users can understand the complete context.
Types by purpose
| What you need to manage | Choose | Why |
|---|---|---|
| Engineering definition | Item or a specialized Item | Identifies the part or assembly and its use in a structure. |
| Offering and product context | Product | Connects engineering information to development and product context. |
| Written information | Document | Gives a specification, manual, or report a managed identity. |
| Engineering drawing | Drawing | Tracks the drawing identity and drawing-specific information. |
| Digital content | File | Holds the uploaded content associated with a managed record. |
| Work activity | Task or Change Task | Identifies an activity, responsibility, and expected outcome. |
| Coordinated work | Project or Workflow | Organizes an initiative or execution of a defined process. |
| Acceptance criterion | Requirement | Records the need and how it will be evaluated. |
| Problem or uncertainty | Problem Report, Issue, or Risk | Records an observation, coordinates resolution, or assesses uncertainty. |
| Proposed and implemented change | Change Request and Change Order | Separates the proposal from implementation coordination. |
| Review reference | Baseline | Identifies information captured at a particular stage. |
Before creating a record
Search for existing records before creating new ones. Use the types offered in your workspace and enter the information requested by the form. Available fields, relationship choices, and commands follow the record type and your access. Check the revision and state of connected records when using them.
Example
For a pump manual review, Pump P-100 is an Item, Operating Manual P-100 is a Document, and Pump Manual.pdf is a File. Review Pump Manual is a Task. If the review follows a defined sequence, a Workflow coordinates the process. Each record has a distinct purpose, and their connections keep the work understandable.
