Setting Up Engineering Change Order Types
With Engineering Change Order, you can manage change processes across your organization. An issue may involve a product change, component update, document revision, or changes to work instructions. You can record these issues so their change details can be approved and implemented.
Before you set up engineering change order types, identify which departments and business processes need to control change activities.
You can create as many change types as you want. The only requirement is that each type is unique.
Engineering Change Order supports these actions in an ECO, no matter the 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, enter a unique code for the ECO type if needed.
If you enter a code, it'll appear before the ECO type name.
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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're done, click Save.
Alternatively, you can open the Engineering Change Order Type page by clicking New Engineering Change Order Type. You'll find this button 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, then go to Step 4.
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Check the Inactive box if you don't want this record 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're done, click Save.