PM Soterix

PM Soterix is a shared model library with governance: a place to publish models, control who is changing them, and get a change approved before it becomes the version everyone uses. It has its own menu on the top bar, headed Govern. Approve. Publish.

Figure 1. The PM Soterix menu. Some entries change with the model's state.

Connecting to a library

Link to PM Soterix connects this installation to a library. Once it is linked, the rest of the menu works against that library.

Your workspace

My Soterix Workspace opens your own view of the library: the models you have out, what is waiting on you, and what you can open.

Open from Soterix opens a model from the library and takes it out under your name, so everyone can see it is being worked on.

Publishing and checking in

One state-labeled entry manages your working copy, and its label follows the model’s state. When you have a model out, it reads Check In to Soterix, which releases your lease so someone else can take the model. When you do not, it reads Publish to Soterix, which publishes a new version and keeps your lease, so you can carry on working.

Getting a change approved

Submit for Approval asks someone to approve a checked-in version before it becomes the one others use. It is how a change is reviewed, rather than simply appearing in the library.

Classifying a model

Classify Model tags a model so the library can find and group it: what it is, what it is for, and whatever else your team classifies by.

Seeing as a role

Role is a submenu that shows the library as one of the roles you have been granted.

Role changes what you see, not what you may do. Viewing as a role you hold shows you the library as that role sees it; it never grants a permission you do not already have.