Dashboard
Creo NC Training Portal
Click a tile to view training assets. Every asset covers: objective → steps → parameter engineering → validation → failure modes → demo talk tracks.
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Training Assets
0
Categories
0
Expert Modules
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Videos
▾ Demo Preparation
▾ Core Training
▾ Expert Modules
▾ Finish Engineering
▾ Playbooks
🔒 Internal Docs
Master Catalog
All Training Assets — Creo NC
Complete inventory of modules, playbooks, labs, case studies, and governance documents. Version-tracked and grouped by category.
| Title | Type | Version | Course | Category |
|---|
Competency Model
Workforce Competency Intelligence
Multi-dimensional competency mapping with radar overlays, SPOF analysis, KPI tracking, and training impact measurement — filterable by department, role, discipline, and product.
Radar Charts
Heatmap Matrix
SPOF Analysis
KPI & Reports
Onboarding
📊 Team Model
View:
Team Competency Radar
Group By:
Scope:
Single Point of Failure Risk
Coverage Heatmap
Auto-Generated Training Priorities
Individual Development Plans
📈 Training Impact KPIs
📊 Training Impact by Person
Filter:
🏢 Department Readiness Report
🚀 New Hire Onboarding Pathways
Role:
Product:
👥 Team Members & Scores
Training Partner Portal
Customer Self-Service Training Portal
Your customers can explore training pathways, build custom courses, and generate proposals with intelligent scheduling — all within the portal.
3 Training Pathways
Auto Calendar
Proposal Generator
Subscription Feature
6 Degrees Research LLC
Your Training
Partner Portal
Partner Portal
Access training pathways, build custom courses, generate proposals, and manage your team's skill development.
📚
Structured pathways for every skill level🛠️
Custom course builder with intelligent scheduling📋
Instant proposals and training calendars
Training Partner Portal
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Training Partner PortalWelcome Back
Choose Your Training Pathway
Select the pathway that best matches your team's needs. Each option leads to a tailored course plan with scheduling, pricing, and a downloadable proposal.
New to Creo
Complete pathways for teams adopting Creo for the first time. Structured progressions from fundamentals through advanced CAM.
Beginner → Intermediate → Advanced
Expand Your Skills
For existing Creo users who've licensed new extensions, want deeper expertise, or need to train on 5-axis, electrode, or micro-mold workflows.
Extensions · Packages · Deep Dives
Custom Course Builder
Build a fully custom training program. Describe your org's needs, select topics, and generate a proposal with intelligent scheduling and pricing.
Tailored · Org Assessment · Quote
Course Board
View all courses and training modules available to your team. Browse by category, track progress, and launch content.
Courses · Modules · Progress
Workforce Intelligence
Create Team Models, map skills across domains, identify SPOFs, track trends with versioned snapshots, and generate training priorities.
Team Model · Radar · SPOF · KPI
Engineering Services
Request quotes, submit projects for DFM analysis, CAM optimization, post development, and additive manufacturing services.
DFM · CAM · Post · AM · PLM
New to Creo — Training Pathways
Select a track below to see the full curriculum. Each track includes hands-on labs, real-world exercises, and built-in practice intervals.
📐
Creo Basics
Parts & Assemblies
5 days
⚙️
NC Foundations
2.5 & 3-Axis
5 days
🔧
CAM Essentials
Toolpaths & Posts
3 days
01
Creo Interface & Navigation
Ribbon UI, model tree, layer management, view controls
⏱ 4 hours
02
Sketcher Fundamentals
Constraints, dimensions, references, sketch-based features
⏱ 6 hours
03
Part Modeling
Extrude, revolve, patterns, rounds, chamfers, drafts
⏱ 8 hours
04
Assembly Design
Component placement, constraints, assembly features, BOM
⏱ 6 hours
05
Drawing Production
Views, dimensions, GD&T, title blocks, BOM tables
⏱ 4 hours
06
Hands-On Lab: Mold Component
Complete a cavity/core set from start to finish
⏱ 4 hours
📅 Suggested Training Calendar
Courses include built-in practice intervals. Minimum 3 weeks between courses recommended.
Week 1
Creo Basics
Training
Week 2–4
Apply & Practice
Practice
Week 5
NC Foundations
Training
Week 6–8
Apply & Practice
Practice
Week 9
CAM Essentials
Training
Training Proposal — Beginner Track
Acme Mold Co. · New to Creo Pathway · 3 courses
13
Training Days
9
Week Program
3
Courses
32
Contact Hours
Expand Your Creo Skills
Select the extensions, packages, or deep-dive topics your team needs. Mix and match to build the right upskilling program.
Select Topics Your Team Needs
📊 Selected Modules
Select topics above to build your program. Each topic maps to a 1–3 day training module.
Custom Course Builder
Tell us about your organization and training goals. We'll generate a complete proposal with scheduling, pricing, and a delivery calendar.
1 Organization Profile
2 Select Training Topics
Choose all topics your team needs. We'll build the optimal sequence and schedule.
3 Notes & Special Requirements
Add any comments, special needs, or specific requirements for your custom proposal.
4 Proposed Training Calendar
Based on your selections. Includes mandatory practice intervals between courses.
Custom Training Proposal
Acme Mold Co. · 8 engineers · On-Site · Micro-Mold / Precision Focus
Course Board
All courses and training modules available to your team based on your account permissions. Browse by category, track completion, and launch content.
Workforce Competency Intelligence
Create and manage Team Models to map skills, identify SPOFs, track trends with versioned snapshots, and generate training priorities. Each model captures a snapshot of your workforce capability.
👥 Team Members & Scores
6 Degrees Research LLC
Engineering
Services Portal
Services Portal
Request quotes, submit project data, and track engineering service delivery — from DFM analysis to production-ready post processors.
🔧
CNC process engineering & CAM optimization🏭
Additive manufacturing design & qualification📋
Real-time project tracking & deliverable management
Services Portal
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Services PortalWelcome Back
Engineering Services
Submit new project requests, track active jobs, and access deliverables.
Manufacturing Engineering
DFM analysis, CNC process optimization, CAM programming, fixture design, and tool library development.
DFM · CAM · CNC · Process
Custom Post Processors & Simulation Kits
Custom post processor development, G-code optimization, machine-specific kinematics, and NCSIMUL verification.
Custom Post · G-Code · NCSIMUL
Additive Manufacturing
DfAM design, feasibility, generative design, process development, PLM-AM integration, and certification support.
DfAM · GDX · Qualification
PLM & Custom Development
Digital thread/twin strategy, PLM-CAM integration, custom API development, workflow automation.
PLM · API · Digital Twin
Post Processor Library
Browse ready-made OOTB post processors — purchase standard or add custom modifications. Supports all major controllers.
OOTB · Fanuc · Siemens · Haas
Design & Engineering
Custom mechanical design, engineering services, product automation, and CAD/CAM workflow engineering.
Mechanical · Automation · Product
Automation Utilities & Templates
OOTB Creo XML templates, CAD/CAM utilities, mapkeys, trail file automation, and workflow accelerators.
XML · Mapkeys · Utilities
My Projects & Jobs
Track submitted requests, view active jobs, download deliverables, and communicate with 6DR team.
Tracking · Status
Skills & Knowledge
Access training pathways, course catalog, competency intelligence, and workforce development tools.
Training · Courses · Competency
Manufacturing Engineering Services
End-to-end CNC process engineering, DFM analysis, CAM programming, and optimization — from initial assessment through production-ready toolpaths and documentation.
⚙️ CNC Programming Workflow
Our standard 8-step milling workflow — each step produces documented deliverables. Typical engagement: 22.5 hours.
📋
CAD Review
DFM Check
2h
🔩
Fixture Design
WCS Setup
4h
💻
Toolpath
CAM Program
8h
⚙️
Post & Verify
NC Verify
1h
📄
Tool List
Setup Sheet
1h
🏭
Prove-out
First Article
4h
🔍
Inspection
Buy-off
2h
✅
Release
Production
0.5h
📦 Available Service Packages
01
Design for Manufacturability (DFM) Analysis
Tolerance optimization, fixturing requirements, setup reduction strategies, material machinability review, and cost-driving feature identification.
⏱ 3-5 business days · Starting at $2,500
02
CNC Process Engineering & Optimization
Strategic machining process analysis: material nesting, tool path efficiency, cutting parameter optimization, cycle time reduction, and multi-setup sequencing.
⏱ 5-10 business days · Starting at $5,000
03
CAM Programming (3-5 Axis)
Full CAM programming services including roughing strategy, rest machining, semi-finish, finish optimization, HSM strategies, and production-ready NC output.
⏱ 5-15 business days · Quote per program
04
Fixture & Workholding Design
Custom fixture design, workholding analysis, setup optimization for multi-part production, tombstone and pallet configurations.
⏱ 5-10 business days · Starting at $3,500
05
Tool Library & Template Development
Standardized tool libraries with holder assemblies, speed/feed recommendations, operation templates, and process automation scripts.
⏱ 10-15 business days · Starting at $7,500
Request Manufacturing Engineering Services
Submit your project details and we'll respond within 1-2 business days with a scope and quote.
📎
Click to attach spec sheets, CAD files, drawings, or machine documentation
Custom Post Processors & Simulation Kits
Custom post processor development, G-code optimization, machine-specific kinematics configuration, and NC verification — 300+ complex post/simulation kits delivered.
🔄 Post Development Workflow
Structured 6-phase approach from machine audit through production validation.
🔍
Machine Audit
Controller & Kinematics
4h
📐
Config Design
Post Architecture
8h
💻
Development
Code & Test
16h
🔬
Simulation
NCSIMUL Setup
8h
🏭
Validation
Machine Test
4h
📄
Delivery
Docs & Training
2h
📦 Available Service Packages
01
Custom Post Processor Development
Machine-specific post processor for any CNC controller: Fanuc, Siemens, Heidenhain, Mazak, Okuma, Haas, and more. Includes multi-axis support and safety checks.
⏱ 10-20 business days · Starting at $8,000
02
G-Code Optimization & Tuning
Existing post processor enhancement: cycle time optimization, code readability, safety blocks, tool change sequences, and machine-specific M-code handling.
⏱ 5-10 business days · Starting at $3,500
03
NCSIMUL Verification Configuration
Complete NC simulation setup: machine model creation, stock/fixture definition, collision zone configuration, and automated verification workflows.
⏱ 10-15 business days · Starting at $6,000
04
Multi-Axis Kinematics Development
Complex kinematics for 5-axis simultaneous, mill-turn B/C axis, multi-task machines, and robotic machining configurations.
⏱ 15-25 business days · Starting at $12,000
Request Post Processing Services
Tell us about your machine and controller — we'll scope the development.
📎
Attach machine spec sheets, existing post files, sample G-code, or CAD models
Additive Manufacturing Services
End-to-end additive manufacturing engineering — from part candidacy screening through production qualification. DfAM, generative design, process development, and certification support.
🔬 AM Feasibility Assessment Workflow
9-step assessment framework — 26 hours estimated. Identifies AM opportunities and validates economics before committing capital.
1
Part Candidacy Screening
Evaluate portfolio for AM suitability: complexity, volume, lead time, and supply chain factors.
⏱ 1 hour
2
Geometry Analysis
Evaluate printability: overhangs, wall thickness, feature resolution, and support requirements.
⏱ 2 hours
3
Material & Process Selection
Match materials and AM processes to performance requirements: mechanical, thermal, and surface properties.
⏱ 2 hours
4
Build Orientation Study
Optimize print orientation for dimensional accuracy, surface finish, support minimization, and build time.
⏱ 3 hours
5
Support Structure Design
Optimal support strategy balancing removal ease, part quality, and material usage.
⏱ 4 hours
6
Cost-Benefit vs Subtractive
Total cost comparison: AM vs CNC/casting including tooling, lead time, iteration speed, and lifecycle cost.
⏱ 2 hours
7
Thermal / Distortion Simulation
Predict and mitigate thermal distortion, residual stress, and warpage through simulation-driven process planning.
⏱ 6 hours
8
DfAM Redesign Recommendations
Design optimization for AM: topology, lattice structures, feature consolidation, and printability improvements.
⏱ 4 hours
9
Go / No-Go Decision Report
Executive summary with technical findings, cost analysis, risk assessment, and implementation roadmap.
⏱ 2 hours
additive
assessment
DfAM
9 steps · 26 hrs est.
📦 Additional AM Service Packages
A
Generative Design Consulting (GDX & GTO)
Lightweight structures, certification-ready outputs, topology optimization with manufacturing constraints for additive and subtractive processes.
⏱ 15-25 business days · Starting at $15,000
B
Process Qualification (R&R Studies)
Repeatability and reproducibility validation, SPC metrics (Cp, Cpk), process parameter optimization, and statistical confidence for production.
⏱ 20-30 business days · Starting at $20,000
C
PLM-AM Integration
End-to-end traceability from design through build — connecting PLM, CAD, AM prep, simulation, and quality systems.
⏱ 15-25 business days · Starting at $18,000
D
Certification Support (FA&D / Medical)
Regulatory pathway guidance and templated workflows for aerospace, defense, eVTOL, UAV, space, and medical device applications.
⏱ Ongoing engagement · Custom quote
Request Additive Manufacturing Services
Tell us about your AM challenge — we'll develop the right approach.
📎
Attach CAD models, drawings, material specs, or certification requirements
PLM & Custom Development Services
Digital thread/twin strategy, PLM-CAM integration, custom API/plugin development, and enterprise workflow automation — built on PTC Windchill and Creo platforms.
🔄 Continuous Improvement Framework
Our 5-phase CAM Standards, Optimization & Continuous Improvement Framework.
🎯
Assessment
Problem & Goals
Phase 1
📐
Development
Implementation
Phase 2
📈
Refine & Scale
Optimize
Phase 3
👥
Training
Knowledge Transfer
Phase 4
🔁
Return
Continuous
Phase 5
📦 Available Service Packages
01
Digital Thread / Twin Strategy
Architecture planning, data flow design, and integration roadmap for connected enterprise — spanning PLM, CAD, CAM, MES, and quality systems.
⏱ 10-15 business days · Starting at $10,000
02
PLM-CAM Integration (Windchill + Creo NC)
Automated BOM-to-toolpath workflows, engineering change management, version control, and single-source-of-truth data flow.
⏱ 15-25 business days · Starting at $20,000
03
Custom API & Plugin Development
Purpose-built Creo/Windchill extensions, automation scripts, data connectors, and workflow integrations using Pro/TOOLKIT, J-Link, or REST APIs.
⏱ 15-30 business days · Custom quote
04
Technology Assessment & Maturity Evaluation
Current state evaluation of your PLM/CAD/CAM/MES ecosystem — maturity scoring, gap analysis, and strategic recommendations with prioritized roadmap.
⏱ 5-10 business days · Starting at $5,000
Request PLM / Custom Development Services
Tell us about your digital manufacturing initiative.
📎
Attach architecture diagrams, integration specs, or process documentation
My Projects & Jobs
Track all submitted service requests, view active jobs, download deliverables, and communicate with the 6DR engineering team.
Post Processor Library
Ready-made, production-tested post processors available for immediate purchase. Each post includes standard safety blocks, tool change logic, and controller-specific formatting. Add custom modifications at a reduced rate.
Need Customization?
Any library post can be customized for your specific machine configuration. Add custom M-codes, safety checks, tool management logic, or pallet handling at a reduced rate from full custom development.
📎
Attach machine spec sheets, current post files, or sample G-code
Design & Engineering Services
Custom mechanical design, product engineering, design automation, and CAD/CAM workflow engineering services.
📦 Available Service Packages
01
Mechanical Design & Engineering
Part and assembly design, tolerance analysis, FEA-ready models, drawing packages, and BOM creation in Creo Parametric.
⏱ 5-20 business days · Custom quote
02
Design Automation (Creo BMX / Toolkit)
Automated model creation, family table management, drawing automation, and interactive application development for repetitive design tasks.
⏱ 10-30 business days · Starting at $10,000
03
Product Design & Prototyping
Concept-through-production design services including industrial design, mechanism design, material selection, and prototype development.
⏱ 15-40 business days · Custom quote
04
CAD Migration & Data Translation
Legacy CAD conversion, neutral format translation (STEP/IGES), parametric rebuilds, and model clean-up services.
⏱ 5-15 business days · Quote per volume
05
Simulation & Analysis (FEA / CFD)
Structural simulation, thermal analysis, mold flow, and fatigue life prediction with Creo Simulate and third-party solvers.
⏱ 5-20 business days · Starting at $5,000
Request Design & Engineering Services
Tell us about your design challenge.
📎
Attach CAD models, sketches, design specs, or reference files
Automation Utilities & Templates
Production-ready Creo XML templates, mapkey libraries, trail-file automation scripts, and CAD/CAM utility packages. Ready to deploy — no custom development required.
Need Something Custom?
Can't find what you need? We build custom XML templates, automation scripts, and workflow tools tailored to your specific processes.
📎
Attach existing templates, XML configs, machine docs, or workflow descriptions
Service Platform
Services Board
Overview of all active service engagements, pipeline projects, and customer job statuses across all service categories.
Pipeline
No items. Customer service requests will appear here.
In Progress
No active jobs.
Completed
No completed deliverables.
Service Platform
Service Workflows
Standard operating procedures and workflow templates for each service category. Configure phases, approvals, and deliverables.
Manufacturing Engineering
8-step CNC workflow — CAD Review → Fixture → Toolpath → Post → Tool List → Prove-out → Inspection → Release
8 phases · 22.5 hrs
Post Processor Development
6-phase post workflow — Machine Audit → Config Design → Development → Simulation → Validation → Delivery
6 phases · 42 hrs
AM Feasibility Assessment
9-step AM assessment — Candidacy → Geometry → Material → Orientation → Support → Cost → Simulation → DfAM → Go/No-Go
9 phases · 26 hrs
PLM Integration
5-phase continuous improvement — Assessment → Development → Refine & Scale → Training → Return
5 phases · Custom
Design & Engineering
Concept → Requirements → Design → Review → Prototype → Validation → Delivery
7 phases · Custom
Service Platform
Post Processor Library Manager
Manage the OOTB post processor catalog — add, edit, and price post processors that customers can browse and purchase.
Library Management
Pricing Control
12 posts in library
Service Platform
Service Offerings Editor
Create, modify, and manage service offering templates. Control pricing, timelines, deliverables, and customer-facing descriptions for each service package.
Template Editor
Pricing Manager
Workflow Config
Service Template Manager
Select a service category to view and edit its offerings, pricing, timelines, and deliverables.
Manufacturing Engineering
5 service packages · 3 templates
Custom Post & Sim Kits
4 service packages · 2 templates
Additive Manufacturing
9 assessment steps + 4 packages
PLM & Custom Dev
4 service packages · 1 template
Design & Engineering
5 service packages
Automation Utilities
Library items
Roadmap
Formal Product Roadmap — Creo SME Platform
Epics with deliverables that become new portal modules. Each epic produces: (1) customer-facing module(s), (2) optional internal companion, (3) update to catalog + version history.
Product Goal
- Establish 6DR as the Creo micro-mold machining authority
- Enable demos that outperform Mastercam on: finish predictability, regen stability, and process logic
- Prepare for future commercialization (premium training + SaaS) without diluting focus
Release Discipline
- Every release increments site version and updates version history
- Modules follow the same format: objective → steps → parameter engineering → validation → failure modes → demo talk tracks
- Internal standards remain unindexed but evolve with lessons learned
Kanban View
Now
Epic 1 — Manufacturing Model Best Practices
Fixture modeling, MFG model tree architecture, check surfaces, datum strategy, reference stability, and setup templates.
Epic 2 — Finish Defect Atlas Expansion (Level 2)
More defect cases with "first fix" logic, including deep cavity + optical insert patterns.
Next
Epic 3 — Advanced Multi-Axis Axis Control
Lead/lag tuning, smoothing, transition control, tilt biasing, and axis limits by surface region.
Epic 4 — Optical Micro Precision Lab
0.5mm finishing hotspots, cusp tiers, tolerance zoning, surface continuity, and polish-minimization strategy.
Later
Epic 5 — Template + Revision Resilience
Demo-ready templates, versioning practices, and a repeatable "CAD change under pressure" playbook.
Epic 6 — Assessment & Certification (Premium)
Competency ladder mapping, quizzes, practical labs, and certification scoring (future productization).
Next release target: Epic 1 — Manufacturing Model Best Practices (customer-facing module + internal companion + update catalog).
Gap Analysis
Content Gaps to Reach "Elite Creo Mold + Micro-Machining SME"
Deliverable-level gaps derived from typical OEM + tooling + academic best-practice domains for micro mold inserts (Makino 3X + Kern 5X).
Highest Priority Gaps
| Gap / Module | Why It Matters | Deliverables |
|---|---|---|
| Manufacturing Model & Assembly Best Practices Datums, check surfaces, fixture strategy, reference robustness, setup templates. |
Most demo failures come from unstable references and weak MFG model architecture—not toolpath math. | Customer module + internal companion + template pack. |
| Tool Library + Holder/Extension Governance Stickout control, collision envelopes, gauge length discipline, micro-tool handling. |
Micro tooling + deep cavities make holder/extension decisions "first-order." | Customer module + internal standard + checklists. |
| Postprocessor + Machine Kinematics Validation Kern 5X rotary limits, smoothing tradeoffs, correct axis output. |
5X finish quality depends on stable axis motion and correct post output. | Customer module + internal post validation checklist. |
| Verification & Simulation Workflow Collision checks, gouge detection, stock verification, confidence loop. |
Customers expect a robust verification method before trusting finish claims. | Customer module + demo drills. |
Next Differentiation Gaps
- Micro-tool feeds & speeds playbook: chip load, effective diameter under tilt, rubbing avoidance
- Finish defect atlas expansion: witness, chatter, faceting, waviness, striping (cause → first fix → proof)
- CAD preparation for optical finishing: surface continuity, trimming/knitting discipline, edge cleanup
- Deep cavity finishing v2: holder clearance, multiple tilts by zone, segmented boundaries
- Probing + inspection integration: datum probing workflows, tying CAM setup to inspection plans
Productization Readiness
- Competency ladder + assessments: quizzes and practical checks
- Release note automation: generate version history from module metadata
- Role-based gating: when you move beyond static hosting
Learning Tracks
Prerequisites & Bundled Training Paths
Structured learning sequences with prerequisite dependencies. Each track bundles modules in the right order to build cumulative competency.
Active Tracks
Track Builder
Track Name
Target Role
Modules
Prerequisite Schema
Dependency Model
Each module can declare prerequisites — an ordered list of modules that should be completed first. When a module is part of a track, prerequisites are automatically enforced in the sequence order. Modules with unmet prerequisites show a lock icon.
Track Structure
A track is an ordered bundle of modules targeting a specific role + level. Tracks define: sequence order, estimated hours per module, assessment checkpoints, and the competency domains each module maps to. Tracks are stored in localStorage and exportable as JSON.
Video Library
Training Videos & Media Assets
Linked video resources organized by module. Add YouTube, Vimeo, or direct video URLs — they are linked to catalog assets so content grows without republishing pages.
Add Video / Media Link
Title
URL
Category
Linked Asset
Description
Administration
Portal Settings
Configure software versions, content categories, and product parameters. Changes here update dropdowns across the Content Manager and Version tools.
🔒
Admin access required
Architecture
Visual Architecture Diagram
High-level structure showing what is indexed (customer-facing) vs hidden internal authority content.
Design principle: This diagram is intentionally simple — it shows how static navigation works and how internal content stays hidden while remaining accessible via direct path.
References
Vetted References for Best Practices
Authoritative sources used to validate module guidance: OEM CAD/CAM docs, tooling OEM calculators/guides, and peer-reviewed university research.
CAD/CAM OEM (PTC Creo)
| Source | Why It Matters | Applies To |
|---|---|---|
| PTC Help: Milling Parameters (Creo 12) support.ptc.com | Canonical definitions of milling sequence parameters and behavior in Creo. | All operation playbooks |
| PTC Help: Creating NC Models support.ptc.com | OEM workflow for NC model creation and associative manufacturing setup. | Unified CAD/Assemblies/CAM workflow |
| PTC Help: About Milling NC Sequences support.ptc.com | OEM taxonomy of milling sequences and intended use. | Operation selection and sequencing |
Cutting Tool OEM Guidance
| Source | Key Validated Idea | Applies To |
|---|---|---|
| Kennametal Ball Nose Surface Finish Calculator kennametal.com | Ball-nose stepover ↔ theoretical surface finish relationship (planning values). | Finish Engineering Matrix |
| Harvey Performance: Ball Nose Milling With a Tilt Angle harveyperformance.com | Avoid 0 SFM at ball center by tilting; improve tool life and finish. | 5X finish guidance |
Peer-Reviewed / University Sources
| Source | Key Validated Idea | Applies To |
|---|---|---|
| MDPI (2024): Tool inclination & effective cutting speed mdpi.com | Tool inclination influences effective cutting speed and surface quality in 5-axis milling. | 5X finish rationale |
| MDPI (2022): Machining strategy effect on surface quality mdpi.com | Machining strategy measurably affects surface texture/roughness outcomes. | 3X finish strategy selection |
| ScienceDirect (2018): One-way vs zig-zag freeform finishing sciencedirect.com | Formal treatment of one-way/zig-zag finishing modes and overlap handling. | 3X finish pattern/connect logic |
Rule: New modules should cite at least one OEM doc (Creo), one tooling OEM source, and (when appropriate) one peer-reviewed reference.
QA
Site Inventory & Link Check
Complete inventory of every HTML page in the portal with cross-reference to navigation and catalog presence.
Page Inventory
| Page | Location | Status |
|---|
Administration
Customer Account Management
Manage customer accounts, approve pending registrations, set permissions, and oversee customer data. Each customer gets an isolated data environment with up to 200 employees.
Multi-Tenant
Up to 500 Customers
Data Segregated
⏳ Pending Account Requests
✅ Active Customer Accounts
Administration
Services Account Management
Manage customer accounts for the Engineering Services Portal. Approve registrations, set permissions, and manage service entitlements.
Account Control
Services Portal
0 accounts
Pending Service Registrations
Services Accounts
Administration
Content Manager
Import new training content, edit existing items, manage versions, and track Creo release compatibility. All changes generate scripts and catalog entries you apply to the file system.
Import Wizard
Content Editor
Version Tracker
Script Generator
Step 1 — Upload Content Files
Drop HTML files + assets here
Or click to browse. Accepts .html, .css, .js, .png, .jpg, .gif, .svg, .json, .zip
Step 2 — Classify Content
Title
Course
Category
Content Type
Version
Software Version
Review Status
Tags
Description
Step 3 — Live Preview
Upload a file and fill in the classification, then click Import to Portal.
The content will appear immediately in your Dashboard and Catalog.
The content will appear immediately in your Dashboard and Catalog.
How It Works
1
Upload & Classify
Drop your HTML file and fill in the metadata — title, category, type, version, Creo target, tags.
2
Import to Portal
Click Import to Portal. The content is added to the catalog instantly — it appears on the Dashboard, in the Catalog table, and opens in the viewer. No restart needed.
3
Make Permanent
Browser-imported content persists across page reloads via localStorage, but to survive a portal rebuild, use Install to File System which gives you the file copy command and updated catalog entry.
All Training Assets
| Title | File | Category | Type | Version | SW Ver | Status | Actions |
|---|
Software Release Compatibility
When a new software version is released, use this tool to flag all content targeting an older version for review. This ensures parameter names, UI paths, and behavior descriptions stay accurate.
New Version Label
Flag content tagged as
Version Summary
Review Queue
Content items flagged for review after a software release or manual edit. Work through this list to update parameter names, UI screenshots, workflow steps, and verify accuracy.
Content Classification Taxonomy
Use this reference when importing new content. Consistent classification ensures the Dashboard, Catalog, and filters work correctly.
| Category | Ribbon | When to Use | Typical Types | Examples |
|---|---|---|---|---|
| Demo | Content specifically for preparing, rehearsing, or executing customer demos | Demo, Commercial | Demo Readiness Guide, Demo Script, Sales Page | |
| Core Training | Foundational knowledge that every CAM programmer needs | Core, Instructor | Training Overview, Workbook, Checklist Pack, Instructor Scripts | |
| Expert / Mold | Advanced modules covering specific techniques, architectures, or machine strategies | Expert, Advanced | CAD Modeling Standards, CAM Setup Architecture, 3X/5X Strategy | |
| Finish Engineering | Surface finish prediction, defect diagnosis, scallop/stepover engineering, deep cavity | Expert, Lab, Tool | Finish Matrix, Scallop Calculator, Defect Diagnosis Lab, Deep Cavity Playbook | |
| Playbooks | Step-by-step engineering playbooks with parameter tables, failure modes, and validation | Playbook, Expert | Rest Roughing, 3-Axis Finish, Area Clearance, Multi-Axis Finish | |
| Certification | Assessment materials: exams, rubrics, competency scoring | Certification | Exam Question Bank, Capstone Rubric | |
| Internal | Authority content not shown in portal UI — failure modes, recovery drills, internal standards | Any | Operating Standard, Regen Protocol, Failure Modes |
Filename Convention
Follow this pattern for all new content files:
6DR_{Domain}_{Topic}_{Specifics}_v{N}.html
Examples:
6DR_Playbook_ElectrodeRoughing_v1.html
6DR_Creo12_MicroMold_09_ElectrodeStrategy.html
6DR_FinishEngineering_ChatterDiagnosis_v2.html
6DR_Creo_NC_Assessment_Level3_v1.html
Internal docs: Same convention but placed in
docs/_internal/ instead of docs/creo/
Module Structure Standard
Every module should follow this structure for consistency:
1. Objective
What the user will learn or be able to do
2. Prerequisites
What they need before starting
3. Steps / Procedure
Numbered walkthrough with parameter tables
4. Parameter Engineering
Key settings, values, and why
5. Validation
How to verify correct results
6. Failure Modes
What can go wrong and how to fix it
7. Demo Talk Tracks
What to say when presenting this to customers
Asset File Types
| Type | Extensions | Placement | Notes |
|---|---|---|---|
| Training Document | .html | docs/creo/ or docs/_internal/ | Self-contained HTML with inline CSS/JS. Must not depend on external files unless in assets/. |
| Stylesheet | .css | assets/css/ | Shared styles only. Doc-specific styles should be inline. |
| Script | .js | assets/js/ | Shared scripts. Reference in doc with relative path: ../../assets/js/file.js |
| Images | .png, .jpg, .gif, .svg | assets/img/ or assets/img/{topic}/ | Use descriptive names. PTC help images go in assets/img/ptc_help/ |
| Downloads | .zip, .json, .pro, .txf | assets/downloads/ | Template packs, config files, tool libraries |
| Templates | .md | assets/templates/ | Markdown checklists and worksheets for printing |
Visual Editor
Content Builder
Build training documents visually using drag-and-drop widgets. No HTML knowledge needed — just drag components from the palette, edit text inline, and export as a ready-to-import HTML document.
Drag & Drop
WYSIWYG
Export HTML
Image Upload
📂 Load Existing:
Parses the document into editable blocks
Document Blocks
Rich Media
Specialized
Drafts
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Module Versions
No module versions saved yet
💡 Tip: Select any text to see the formatting toolbar — bold, italic, underline, text color, highlight color, font size
Drag widgets here
Build your training document by dragging components from the palette on the left
Data Persistence
Data Manager
Back up all portal data — catalog entries, metadata, imported content, videos, learning tracks, settings, and competency state — into a single snapshot file. Restore from any snapshot to recover your work.
🔒
Admin access required