Analyze a submitted change

  1. As the change analyst, you check the originator's work to ensure that the change conforms to your organization's change procedure.

    • The change form clearly and accurately tells its purpose using the General and Attributes pages.

    • The Custom attributes, if any, are correct.

    • All affected parts and documents are listed on the change's Affected list, and their releasing and canceling states are correct.

    • All responsible groups are listed on the Reviewers list with the correct review selection (Must act or Can act).

    • The appropriate observers are listed on the Observers list.

    • File attachments, if necessary, are listed on the Files list.

  2. After your review is complete, do one of the following:

    If any item on the change form's Affected list is unlocked in your workspace, lock or close it now.

    • If you're satisfied with the change form, route it to the group reviewer(s): Process ➔ Route for Approval.

      If you see a Cannot route status bar message:

      • Each released item on the Affected list – which the change form will cancel – must have a pending iteration that will be released; or the item must be removed from every pending or released parent item before routing.

      • At least one reviewing group must be shown in the Reviewers list.

      If you see a Routing Error window, refer to the help topic How to work with change forms → Fix change routing errors to resolve the error.

    • If the change requires corrections, then (a) update the change form as needed, or (b) return it to the originator: Process ➔ Return to Originator.

    • If it's no longer necessary, cancel the change form: Process ➔ Cancel Change. The change can be deleted by selecting Remove Object from the Item menu.

When a routed change form is returned to the Submitted or Originated state, it contains information on who approved and disapproved the change. Previous reviewers' name and response will be cleared when the change form is again moved into the Routed state.


Help Guide Contents [as PDF]