OCTAGON PLMSupport
Support  /  Getting started

Finding your way around

A map of the sidebar and what each group of modules is for.

Getting started
The Administration group. Groups collapse and expand; you only see what your role allows.
The Administration group. Groups collapse and expand; you only see what your role allows.

Everything is reached from the sidebar on the left. It's grouped by what you're trying to do rather than alphabetically, and groups collapse so you can hide the ones you never use.

The groups

GroupWhat's in it
EngineeringAssemblies & BOM, Assembly Instructions, Parts, 3D Visualization, Projects, Timeclock, and the import tools
ChangesECRs, ECOs, ECNs and your Approvals queue
VaultThe document library — files that aren't attached to a single part
CommercialTenders & RFQs, Spare Parts, HS Code Manager, Product SKUs, Approved Vendors
ProductionFactory Tools, Traceability, Testing Requirements, Factory Supplemental, Labour & Man-Hours
AdministrationCompany settings, users, permissions, audit, backups — visible to administrators only
ToolsBulk helpers: weight calculator, materials library, part-name cleanup, auto-categorise
SystemYour profile, plug-ins, appearance and system status
Not seeing a group?

The sidebar only shows what your seat and role allow. If a colleague can see something you can't, that's a permissions difference — ask your administrator. See Seats and what each one can do.

Getting anywhere fast

The search box at the top of every screen searches parts, files and documents at once. You can paste a part number straight into it. Results are limited to what you have permission to see, so two people searching the same term may see different results — that's expected.

Still stuck?

Email [email protected] and a person will pick it up. Include the part number and what you were doing — it saves a round trip.