This topic is contained in the PDXpert help file: select Contents from the application's Help menu.
Change form window
In addition to the properties shared with documents and parts, the change form has some unique fields.
Attributes
Since changes have different behavior than other items, they require special attributes describing their
- Purpose: reasons for change, alternatives investigated, problem source
- Effects: items affected and date, dispositioning instructions
- Constraints: production quantity, serial/lot numbers, or time limits
Affected items
These are the items that are the subject of the change. If the change is an implementing change, then the pending items will be released, the released items will be canceled, and all of the listed items' structures will be updated according to their Markup lists.
Related changes
Many times, a change form is just one of a series. For example, a waiver may require a change request, which in turn requires a change notice. You can show this sort of interdependency by adding any number of change forms to the current change.
Authorized reviewers
Specified groups, such as engineering, manufacturing, and quality assurance, approve change forms. Although a group may have many members, only specific group members - like senior engineers, supervisors, or program managers - are permitted to sign on the group's behalf. PDXpert lets you assign any licensed user with appropriate permissions to be an authorized reviewer for any group.
Authorized reviewers can sign a change form once it has been submitted by an analyst; a reviewer approves (or disapproves) it on behalf of the group. A group's reviewer can never sign on behalf of another reviewer, and a reviewer cannot "unsign" a change form if a subsequent reviewer has acted on it.
Observers
In addition to the reviewers, changes can have passive participants who are simply notified as a change goes through its lifecycle. For example, a major customer may be notified when the change affects its customized product.
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Help topics describe the most current PDXpert PLM software release, and may differ from earlier releases.
