This topic is contained in the PDXpert help file: select Contents from the application's Help menu.
Process menu
All of these menu items are used to move a change from one change lifecycle state to another. Only certain actions will be available at a given time, depending on (a) the change's current status and (b) the lifecycle states enabled by the current workflow. For example, if you've just finished creating a new change, you may only be able to submit it to an analyst; you will not be able to approve, release or cancel it, and therefore these menu items will not be available.
- Return to Originator
- Return a change form to the originator for additional technical information or corrections.
- Submit to Analyst
- Submit a change form to an analyst, who reviews it to ensure that it conforms to the change process: required data is provided, affected items are identified, and the appropriate departments will review it.
- Route for Approval
- Notify the listed departments that the change is available for their review and approval.
- Release Change
- If the change form has not been automatically released by the workflow, this command permits the change to be released after a review of any comments made by reviewers while the change form was routed for approval.
- Reject Change
- Sets the change form to the permanently rejected lifecycle state. A rejected change has no effect on the affected items, and cannot be modified or removed from the database.
- Cancel Change
- Sets the change form to the permanently canceled lifecycle state. A canceled change has no effect on the affected items, and may be removed from the database.
- Complete Change
- A completed change form ensures that the change's contents, including dispositioning information, are locked from further modifications.
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Help topics describe the most current PDXpert PLM software release, and may differ from earlier releases.
