Define a Change Order

Here’s the sequence of steps to define a change order.

1. Create the change order, giving it an appropriate name and purpose or description.

2. Assign items and documents that are affected by the change order.

   • Manufacturer parts can't be added to a change order; you must add a manufacturer part's associated or parent item.

3. Edit the item or document and modify their definitions:

   • Update the item or document attributes; or,

   • Modify the structure, in these ways:

     • by adding new structure components;

     • by withdrawing existing structure components; or,

     • by modifying structure attributes.

4. Check the impact of the change by analyzing the impacted products.

5. Adapt the change to impact the intended products only.

6. Define the list of approvers for the change - individual users or user group. If the user group is expanded into a comma separated list, the number of characters in the list should not exceed 2000.

7. Submit the change order for approval.

8. Approvers review and then approve or reject the change.

9. If rejected, rework the change and resubmit for approval.

To add an affected object to the change:

1. Open the Affected Objects panel.

2. Open the Actions list and select Add. Or use the + Add icon.

3. Search for appropriate items or documents.

4. From the returned search results, use the arrow to assign an affected object.

5. Save your modifications.

To change the revision of an affected object on the change:

1. In the row of the affected object, you can make a manual change to the revision.

2. Save your modifications to the business object.

To change the metadata attributes of a business object that's held on a change:

1. Select the affected object.

2. Open the Actions list and select Edit. The object's Details page displays.

3. Modify object attributes.

4. Save your modifications to the business object.

To change the structure of a business object that's held on a change:

1. Click the affected object.

   The object details page appears.

2. Switch to the item or document structure by clicking the Structure icon.

3. Add a new item or document structure component. Or, Modify or Withdraw an existing structure component.

4. Save your modifications to the business object.

Set Status on Changes

The list of default statuses that can be set from the Change Status button on changes depends on the workflow definition. The workflow in Product Development always has an Approval status.

• Approval: Select this status when you create the change order or change request and want to send it to reviewers for their review and approval or return.

• Hold: Select this status when the change must be withdrawn from active evaluation and review.

• Cancel: Select this status if you must delete the change order.