Relationships in Change Orders

You can use the Relationships tab in change orders to track relationships created automatically or manually between change orders and other objects.

Here are a few examples:

Example 1: Let's say a change order is created from a quality action. Then a relationship is automatically created between the change order and quality action.

Example 2: Let's say a change order is affected by a quality action. Then you can manually create a relationship between the change order and quality action.
Note:
  • From update 23C onward, you can add, update, or delete relationships in canceled change orders. This means you can also delete a canceled change order after deleting its relationships.
  • You can make changes only on the Relationships tab, not on any other tab.
  • It's not recommended to add new relationships to canceled change orders.

Relationship Type

You can select a Relationship Type (on the Relationships tab) after the relationship is created. Here are the relationship types:

Fulfills, Fulfilled by, Impacts, Impacted by, Verifies, Verified by, Validates, Validated by, Tracks, and Tracked by, and Split by import.

Note that Split by import appears selected if the change is created through import and is split during import. A relationship is automatically created between change orders split during import.

Add Rules to Validate Relationships

Let’s say a quality issue is raised against a defective part, a quality analyst raises a quality action. The defective part contains a defective structure. So a change order is created from the quality action and a relationship between the change order and quality action is automatically created.

When the defective part is fixed and released through the change order, the quality action is resolved. This change order's release indicates that the quality action is validated.

For additional validations, you can create rules.

To add a new rule, click the plus ( +) icon on a change order's Relationships tab. The rule specifies the status that the change order must be in (or reach) for the quality action to move to an appropriate state. You can change or delete the rule.

The default rules are: release of the pertinent change order is the only means to validate the related quality actions; validation of the pertinent quality actions is the only means to close the quality issue.