Vault Basic Vs Professional

[Glendora Starr]

Iwork for a contract engineering company that currently does not have an Autodesk vault (just working off a shared network drive). One of our primary customers uses Vault Professional, from which we check in/out files with our (local) Vault Professional client licenses. We would like to install a Vault Basic on our own server while working on these projects (for various collaboration reasons), but also maintain the ability to connect with our customer's Vault Professional.

I tried something similar several years ago, and it seemed like the Vault Professional client always took precedence over the Vault Basic, not even allowing the Basic client to open. Autodesk claims both clients can co-exist, but I'm concerned with limitations/conflicts. Does anyone have experience with this who could give some tips on this situation's viability?

for example if you have inventor and you install vault basic first then professional, vault basic will install the addin to Inventor, so if you try and login to Vault professional from Inventor then it will not work. i have encountered this issue before.

having both clients on the desktop though should be no issue, it may just change your workflow, if you do encountr the issue i mentioned, you would just need to do the check in and outs from the client and not in the application

My hunch is to install Basic Vault on separate drive so that the hard path is distinctly different (we noticed the installation location and file name of .dll is exactly the same with Basic and Pro...

Vault Basic is included with the Autodesk Product Design & Manufacturing Collection only; it is not available for purchase separately. It organizes data creation and documentation and provides design file management.

Vault Office is a separate product, which provides basic vaulting capabilities for non-CAD users. It enables single document check-in and check-out by way of the Vault web client and the add-in. All office data can be managed, including Word documents, spreadsheets and presentations.

Vault Office enables the user to organize files and keep them in one location for easy access. All file versions are retained, along with file properties and any dependencies, ensuring past versions are protected from being lost. Thus, a living history of the project is preserved, allowing quick searches and retrieval.

Manage your design files, automate data creation and organize documentation with Vault Basic, part of the Product Design & Manufacturing Collection. Automate design tasks of your teams, enforce standards and manage revisions with Vault Workgroup. Connect dispersed teams with multisite enterprise collaboration and gain valuable insights using Vault Professional.

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These guidelines are intended to help you, the funeral provider, comply with the Federal Trade Commission (FTC or Commis-sion) Funeral Rule. The Funeral Rule went into effect on April 30, 1984. The Commission revised the Rule early in 1994; revisions became effective later that year.

You are a funeral provider if you sell or offer to sell funeral goods and both types of funeral services. You do not have to be a licensed funeral director and your business does not have to be a licensed funeral home to be covered by the Funeral Rule. Cemeteries, crematories, and other businesses can also be "funeral providers" if they market both funeral goods and services.

You must comply with the Rule even if a particular consumer buys only goods or only funeral services, but not both. If you offer to sell both goods and services, you must comply with the Rule for every customer. However, you are not covered by the Rule if you sell only funeral goods, such as caskets, but not services relating to the disposition of remains.

You are covered by the Rule even if you organize your business to sell goods through one company and services through another. If you are a funeral provider, you cannot avoid being covered by the Rule by restructuring your business.

In pre-need situations, you must comply with all Rule requirements at the time funeral arrangements are pre-planned. You also need to comply with the Rule after the death of the individual who made pre-need arrangements. If the survivors inquire about goods or services, alter the pre-planned arrangements, or are required to pay additional sums of money, you must give them all relevant disclosures and price lists. For example, survivors may be asked to pay additional amounts if the pre-paid plan does not guarantee prices at the time of death. In other cases, survivors may change arrangements specified in the pre-need plan, adding or subtracting certain goods or services. In both situations, the requirements of the Rule apply. You must give the survivors relevant price lists, as well as an itemized Statement of Funeral Goods and Services Selected.

You also must comply with the Rule if you sell pre-need contracts on behalf of one or more funeral homes, but do not yourself provide funeral goods and services. In such a case, even though you don't provide the funeral items, you are an agent of a funeral provider and therefore are covered by the Rule.

The Rule does not apply to pre-need contracts entered into before the Rule went into effect in 1984. However, if a pre-need contract signed before 1984 is modified after 1984, the modification triggers all of the Rule's requirements.

Example: Mr. Green made pre-need arrangements in 1980; he dies in 2010. At the time of his death, his wife wants to change the casket specified in the pre-need contract and to add visitation hours. Because Mrs. Green is changing the contract after 1984, the funeral provider must comply with all of the Rule's requirements, including giving Mrs. Green a General Price List, showing her a Casket Price List, and providing her with an itemized Statement of Goods and Services Selected.

The General PriceList (GPL) is the key stone of the Funeral Rule. It must contain identifying information, itemized prices for the various goods and services that you sell, and other important disclosures. The GPL enables consumers to comparison shop and to purchase, on an itemized basis, only the goods and services they want.

You must give the General Price List to anyone who asks, in person, about funeral goods, funeral services, or the prices of such goods or services. You must give the GPL to such individuals to keep. The request for information does not have to come from a consumer or someone who wants to make funeral arrangements now or in the future. You must give a GPL to all persons who inquire about funeral arrangements. This may include competitors, journalists, and representatives of businesses, religious societies, government agencies, or consumer groups.

Note: If someone asks you about the goods and services that you sell, you must give that person a General Price List. If you are uncertain whether the Rule applies in a particular situation, it would be sensible to provide the list.

The triggering event for giving out the GPL is a face-to-face meeting. The face-to-face meeting can occur anywhere, not just at the funeral home. For example, you must give out a General Price List even if the discussion of prices or arrangements takes place in the family's home or while removing the deceased from a hospital or a nursing home. You should tell your employees to carry extra price lists with them.

Exception: You are not required to offer a General Price List if you remove the deceased for transportation to the funeral home and, at that time, only request the authorization to embalm. When you request authorization to embalm, however, you also must:

Refrain from further discussion about prices or the selection of funeral goods or services while you remove the deceased. Any further discussion of prices or the selection of goods or services at this time would trigger the requirement to provide a GPL.

You must give certain information to people who telephone, but the Rule does not require you to send callers a General Price List. Similarly, you do not have to send a GPL in response to mail inquiries about funeral goods and services. Of course, you certainly are free to send a GPL to someone who calls or writes for information if you wish to do so. However, if a telephone or mail inquiry is followed up by a meeting at the funeral home or elsewhere, you must provide a GPL at that time.

A verbal offer of a GPL is not enough to comply with the Rule. You cannot merely tell consumers that a GPL is available for inspection. You also cannot show them a GPL in a booklet or binder where it appears that there is only one copy available or that the booklet is solely for the funeral director's use. You must physically offer consumers a General Price List that they can keep and take home with them. If the consumer does not want to accept or look at the General Price List, you do not have to do anything else. However, you should do nothing to discourage customers from looking at the GPL, such as telling them that it is unnecessary or difficult to understand.

Note: You cannot charge a fee for the price list or place any conditions upon giving consumers information that the Rule requires you to give to them. You must give all required information to anyone who asks, free of charge.

You must give out a General Price List in all pre-need situations. Because you may sell different goods and services on a pre-need basis, your pre-need GPL may vary from the GPL you use in at-need situations. However, any General Price List that you use for pre-need arrangements must include all required disclosures and offer goods and services on an itemized basis. You cannot offer only package funerals to pre-need customers.

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