Approving and Converting ECRs

PeopleSoft Engineering enables you to efficiently track and manage engineering change processes.

This topic discusses how to approve and convert ECRs.

Page Name

Definition Name

Usage

Approve/Convert ECRs Page

EG_ECR_APPROVAL

Change the status of ECRs, and optionally convert ECRs into ECOs.

Use the Approve/Convert ECRs page (EG_ECR_APPROVAL) to change the status of ECRs, and optionally convert ECRs into ECOs.

Navigation:

Engineering > Engineering Changes > Approve ECRs/Create ECOs > Approve/Convert ECRs

This example illustrates the fields and controls on the Approve/Convert ECRs page. You can find definitions for the fields and controls later on this page.

 Approve/Convert ECRs page

Field or Control

Description

Status

Select an ECR status. Values are:

  • Approved: Activates the Convert to ECO button.

  • Converted: Set automatically by the system when you convert an ECR.

  • Denied or Canceled: Activates the Deny/Cancel Reason field.

  • Pending: No action occurs.

To approve an ECR:

  1. Select Approved as the status.

  2. Click the Save button.

    Approving an ECR does not convert the ECR to an ECO.

    Upon save, if you have PeopleSoft Workflow enabled, the ECO is sent to a list of defined roles for approval.

To convert an ECR to an ECO:

  1. Select Approved as the status.

  2. Click the Convert to ECO button.

  3. Enter an ECO number.

    If you have set up automatic numbering for ECOs, then the system automatically generates an ECO number when you save the information.

  4. Click the Save button.

    The ECO is not created until you click this button.

Additional Information

When you convert an ECR to an ECO, the system:

  • Enters by default the ECR header information in the ECO header.

  • Reflects the converted ECR reference number on the ECO, and marks the ECO as converted from an ECR.

  • Copies by default the ECR reason codes and action codes to the ECO.

  • Reflects the ECR assemblies affected data in the ECO.

  • Copies the ECR header and assembly document associations to the ECO.

  • Sets the status of the new ECO to Pending.

After you convert an ECR to an ECO, the originating ECR remains unaffected except that the system changes its ECR status to Converted. At this point, you can modify the ECO without any effect on the original ECR. Once you convert an ECR, you can no longer change its status.

Note: If ECR workflow is enabled, you can define workflow processing and approval rules to route the ECR to the appropriate role.