Setting Up Engineering Change Order Types
With Engineering Change Order, you can support change management processes across your organization. An issue may involve a product change, component update, document revision, or modifications to work instructions. You can record these issues so that the change details they define can be approved and implemented.
Before you set up engineering change order types, identify the departments and business processes that would require control of change activities.
There is no limit to the number of change types you can create. The only requirement is that each type is unique.
Engineering Change Order supports the following actions in an ECO regardless of ECO type: Add, Replace, and Remove.
To set up an engineering change order type:
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Go to Lists > Engineering > Engineering Change Order Type > New (Administrator).
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On the Engineering Change Order Type page:
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In the Code field, optionally enter a unique code for the ECO type. If you enter a code, the code will prefix the name of the ECO type.
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In the ECO Type field, enter a unique name for the ECO type.
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Optionally, enter additional information about the ECO Type in the Description field.
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When you have finished, click Save.
Alternately, you can open the Engineering Change Order Type page by clicking New Engineering Change Order Type. This button is located on the Engineering Change Order Type List page at Lists > Engineering > Engineering Change Order Type.
To edit an engineering change order type:
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Go to Lists > Engineering > Engineering Change Order Type (Administrator).
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Click the Edit link for the ECO Type you want to update.
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On the Engineering Change Order Type page:
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Enter the changes you want to make and then proceed to Step 4.
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Check the Inactive box if you want this record not to show up on lists.
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To remove the ECO Type record, click Delete under Actions.
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When you finish, click Save.