Change orders in Vault Professional

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A change order, also known as an ECO, is a component of the change management process

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that controls the release of new designs or changes to those designs.

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The result and purpose of a change order is to release the designs, items, and files.

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Throughout the change order's workflow, the change order details are defined,

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and the changes are made to the affected items and files.

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These changes are approved and then released.

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Note that using a change order within Vault is not a requirement.

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You can still change the lifecycle states of files and items manually outside of the change order process.

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The change orders object's details, in its dialog box,

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provide a record of the why, how, and when changes were made.

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Change order details are captured in the Vault's Change Order dialog box.

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Here is an example of a Change Order dialog box in Vault

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which provides a record of the why, how, and when changes were made.

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The General tab displays the change order's properties.

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The Records tab displays the list of files and items associated with the change order.

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The Comments tab contains the comments, attachments, and markups provided throughout the workflow.

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The Files tab lists all the files attached to the change order.

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And associated items are displayed in the associated items subtab.

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The files can also be viewed from the Preview pane.

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The Routing tab displays the routing list used to determine the user's roles

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throughout the states of a change order workflow process.

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And the Status tab shows, in yellow, the current lifecycle state of the change order.

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The change order's creation and approval process starts with a change order being created,

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either as a result of a new product design or from a change request initiated outside the Vault.

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An individual with the role of change administrator

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will assign the change order work to someone with the role of responsible engineer.

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The responsible engineer's work will then be reviewed by reviewers and approvers.

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The approvers will either approve the change order or reject it for rework or cancellation.

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The state's shown of create, open, work, review, approved, and closed are the change order's states

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as it progresses through the change order process.

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The change order process just described aligns with the change order workflow built within Vault,

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with the change order states previously mentioned.

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This workflow cannot be changed,

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except for a configuration of an added check state before the review state.

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Note that this change order workflow is separate from the lifecycle states of files and items

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that may have states, such as work in progress, for review, and released.

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The change order object's details provides a record of the why, how, and when changes were made.

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These change order details are captured in the Vault's Change Order dialog box

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that can be accessed in the Preview pane, as shown here,

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or by double clicking on the Change Order object.

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Here is an example of a Change Order dialog box.

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The General tab displays the properties of a change order.

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Here, we have the change order number, the change order state,

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the change order title, and detailed description.

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These fields are filled in when the change order is created.

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The Records tab displays the list of files or items associated with or affected by the change order.

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The Comments tab contains the details of the change order's decisions

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in the form of comments, attachments, and markups.

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And then the Files tab lists all the files attached to the change order.

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Any associated items are displayed in the associated items subtab,

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and then the files can be displayed in the Viewer for review purposes, as shown here.

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And moving along, the Routing tab displays the routing list used to control

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which users are notified when a change order moves to a specific state.

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The Status tab shows the current lifecycle state of the change order in yellow.

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The current state here is Create, with the remaining states shown in blue.