Process a change order

00:05

The Change Administrator is notified via email if notifications are turned on.

00:11

The change order will also display in the Change Administrator's work list and Vault.

00:16

The Change Administrator can edit the change order if required,

00:20

for example, changing the assignment for the responsible engineer.

00:23

But they cannot edit the ECO number.

00:27

When ready, the Change Administrator promotes the change order to the work state by clicking Submit.

00:33

Submit and Force Approval can also be selected to move the change order directly to the approved state,

00:39

or the change order can be canceled.

00:42

Now at the work state, the responsible engineer is notified and the ECO is added to their work list.

00:49

The responsible engineer reviews comments, attach files, and markups.

00:54

They change the state of the files to work-in-progress,

00:57

then perform the changes required, such as changes to the design, properties, et cetera.

01:03

When finished, they submit the change order for review.

01:07

The approver or approvers are notified.

01:10

The approver reviews the details of the change order, and can reject and reopen,

01:15

reject and cancel, or approve the change order.

01:19

The change order enters the approved state,

01:22

when an approver approves a change order, and the routing does not specify unanimous approval,

01:27

or the routing specifies unanimous approval, and all assigned approvers have approved the change order.

01:34

The Change Administrator is notified and any work-in-progress or In Review/For Review

01:40

items and files on the change order are set to Released.

01:44

The Change Administrator clicks Close Change Order to move the change order to the CLOSED state.

01:51

Notifications are sent regarding closure,

01:54

including to any individuals set up as Notification Users in the routing list.

02:03

In this demonstration, we will process a change order

02:05

starting at the Open state as the Change Administrator role.

02:09

We find the change order in the work list,

02:13

and double click on it in the Change Order List to open it in the change dialog box.

02:20

Select the Comments tab to view the comments,

02:23

and then select the Status tab to show that it's in OPEN state.

02:28

And select the Submit button to assign the work

02:32

to the responsible engineer and move the ECO to the work state.

02:37

Now we'll log out, and then log back in as the responsible engineer.

02:45

The Vault user name is Engineer,

02:50

and we'll double click on the ECO,

02:55

and first select the Comments tab to view the comments.

02:59

And then in the Records tab, we need to change the state of the files so that they can be worked on.

03:06

So we'll select, and then right-click, and select Change State,

03:12

and change the files to be Work-in-Progress state, so that changes can be made.

03:20

Note that the Revision has been bumped to Revision B.

03:23

Now we'll make the change to the files in Inventor.

03:28

Select Open from the right-click menu.

03:31

Yes to check out the files, and we'll make the change to the part Grip.ipt.

03:43

And we'll make a change to the diameter,

03:48

and enter the new diameter value of 0.45 inches,

03:58

and then check out all the files.

04:04

And then go back to the drawing, and you can check in both files.

04:19

Enter a comment, change the diameter, and click OK.

04:26

Now going back into the Vault, into the change order,

04:31

we can now change that state from Work-in-Progress to For Review.

04:42

Now, select the Status tab, and click Submit, to move the change order to the Review state.

04:52

Next since the engineer is also an approver, the change order can be approved.

05:01

Notice though that the Review state is still the current state.

05:06

So now we'll log out, and log back in as the second approver, who is the Approver User.

05:16

And we'll go back into the change order and approve it here.

05:28

Now you can see that it goes to the APPROVED state because of both reviewers having approved it.

05:36

Now we'll log back out, and log in as the Change Administrator role.

05:46

The Change Administrator is now responsible for opening up the change order,

05:52

and releasing those files before closing the change order.

06:02

Once complete, the Change Administrator can now close that change order.