Perform Guided Task Flow to Mass Replace Components

You can perform a mass replacement of components across multiple structures using a guided task flow. Your administrator can configure the guided task.

You can view all the items where a component is used and replace it with a different component across one or more selected structures. Here’s how:

1. On the Tasks panel tab click Perform Guided Tasks.
2. On the Explore page, search for a component replacement journey and select it or select a component replacement journey appearing on the page.
3. Click Start This Journey.
4. Search and select the original component you want to replace and the replacement component. Click Done.

   During the selection, the components will be filtered based on the organization selected in the configuration.

5. Select for one or more structures from the where used list that shows where the original component is used. You can refine the search within the displayed list, if the list returns too many results. Click Done.
   Notes:

   • If the replacement component is configured to be routed through an engineering change order, the search results will only include engineering structures created in the Product Development work area.
   • If the replacement component is configured to be routed through a commercialization change order, the search results will include commercial structures created in the Product Information Management work area and engineering structures in the Prototype or Production lifecycle phases. The results will exclude Packaging Structures.
   • If the replacement component isn't configured to be routed through any change order at all, the search results will include both engineering structures and commercial structures.
6. Review the summary of the selections from your previous tasks and click Done to submit the mass replacement action.
   Notes:

   • You can create a new engineering or a commercialization change order. You also select an existing change that’s in the Draft or Open status.
   • Depending on the configuration of the guided task, the changes will be applied directly to the selected structures of the commercial items or added as affected items to the change order through the scheduled process for engineering and commercial items.
   • When the scheduled process is complete, the change order is created in the open status.

     If the guided task isn't configured for the change type, then there's no need to select the change type or create the change order. The replacement will be made directly on the item.

   • When the components are replaced, the reference designators will also get replaced.
7. View the change order status.

   You can view the details such as batch name, change order name, job ID, and job status.

   Note: To view the status of the tasks on a later date, you can click the View Guided Tasks link in Product Management Experience in the Tasks panel tab.