Using Change Management — Extended Exercises

Basic Data Setup

Create CR Levels, CR types and CO action causes

Purpose: The purpose of this exercise is to set up the basic data required for running this particular functionality.

Windows:
Change Management Basic Data/CR Levels
Change Management Basic Data/CR Types
Change Management Basic Data/CO Action Causes

  1. Define a CR level.

  2. Define a CR type.

  3. Define a CO action cause.

General Exercise for setting up Change Management

Main Exercises

Create a Change Request

Purpose: The purpose of this exercise is to create a new Change Request because an error or need for an improvement is discovered. Anyone in the company can fill out a Change Request.

Windows:
Change Request/General

  1. Create a new Change Request and enter information in the General tab.

  2. Connect a document using the Documents link on the Attachments panel. This typically is the document that initiated this CR.

  3. Connect the CR to an engineering part revision in the Object Conn. tab.

  4. Assign one or several approver(s) to the request in the Approval Process tab, either manually or by choosing Copy Approval Template from the right mouse button menu..

  5. Approve the step(s).

  6. Activate the Change Request by choosing Status and Activate from the right mouse button menu in the General tab.

Note: In Approvals, you get a complete overview of all objects you are supposed to approve. This will secure a good workflow for Change Management when several people are involved.

Create a Change Order

Purpose: The purpose of this exercise is to create a Change Order. This order will determine what to do and who is responsible. It will also determine the time schedule.

Windows:
Change Order
or
Change Request/General (right-click and select Change Order Info)

  1. Select your approved Change Request and create a Change Order by selecting Create CO option from the right mouse button menu. Enter a CO number and description.

  2. Select Change Order Info from the right mouse button menu, or open the Change Order window from the navigator and query for your newly created CO.

  3. Connect a document using the paper clip.

  4. Go to the Actions tab and add a Change Order Line (CO Line). Make some lines and think of them as subprojects in a development project. You can also add responsible persons.

  5. Select one of the CO Lines and create an action in the table below. Think of actions as activities below the subproject. As the action is performed, you can report progress. When the action is finished, you can select the Completed check box, and the progress will automatically be set to 100%.

  6. It is also possible to define project cost elements for your CO Action line, if you have connected the CO to a project activity. The cost will be updated to the project activity along with the relevant project cost element.

  7.  Make a manufacturing proposal for the start-up of using this new revision in production. Do that in the General tab and in the fields under Manufacturing Proposed. You can start either at a certain date or at a certain serial number. You can also decide the end.

  8. If an action directly affects an engineering part revision, a connection between the action and the part can be established. Select one of the Action No lines in the child table and select Connect Object from the right mouse button menu. In the dialog box that appears, select the type of object (Engineering part revision) that you want to connect in the Object list. Select one of the engineering parts.

  9. Change status of the change order to Analyzed and Approved using the right mouse button menu in the General tab.

  10. In the Actions tab, report progress either by entering 100% in the progress column or selecting the Completed check box.

  11. Change the status of the change order to Performed using the right mouse button menu in the General tab.

  12. Return to the change request and change the status to Processed using the right mouse button menu in the General tab.