1. Using Quality Management
  2. Create a Change Order from a Quality Action

Create a Change Order from a Quality Action

You can manage change orders to take actions on impacted quality issues. This topic describes how to create a change order from a quality action.

  1. Navigate to the Quality Management work area.

  2. Search for and open a quality action. Or, open a quality action from the Favorites menu.

    • From the Actions list, select Create Change Order.

    • Select a change order type from the list.

    • Enter a number in the Number field.

    • In the Name field, enter a name for the change order.

    • In the Description field, enter a brief description of the change order.

    • Click Save and Edit.

      The change order appears as a related object on the Relationships infotile of the quality action.

  3. Click Relationships and then click the change order to open it.

  4. Within the change order, click the Affected Objects tab.

  5. Click Add Item and search for the item that you want to change.

  6. Mark or redline changes to the item. Redlining is the process of modifying a product structure using a change order.

  7. Click the Relationships tab on the change order. In the window that opens, set a rule to close the quality action on completion of the related change order.

  8. In the related quality action, click Select and Add. A Relationship rule moves an object automatically to the next status of the workflow when a related object advances to its specified status. Dependency rules can be set only for next statuses that are allowed in the workflow. For example, if 'Closed' isn't one of the status allowed at this point in the workflow, you can't move the object to that status.

  9. Using the lists on the window create a rule such as: When change order XYZ is Completed, set Quality Action ABC to Closed.

  10. Click OK.

  11. Click Save and Close.

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