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Change workflow
Each change has a lifecycle, from origination through completion. You can tailor each change form's lifecycle separately. Certain functions can only be performed at a particular phase:
- Originated
- The change form is being created, and items can be added to the Affected tab. When ready, the change's trustee (originator) should Submit to analyst. Once submitted, the trustee can no longer make modifications unless the change form is returned to the originated phase.
- Submitted
- The change form will be checked that it conforms to the organization's PLM standards. For example, the items listed on the Affected tab, the change description, and the appropriate reviewing departments should all be verified. The change form can be returned to originated or canceled phase, or can be routed to the reviewers for approval.
- Routed
- After the analyst has routed the change, each group's authorized reviewers will, in sequential order, approve or disapprove the change form, or may request clarification.
- Held
- If a group's authorized reviewer has questions which prevent a simple "approved" or "disapproved" response, the change can be held awaiting the originator's or analyst's response.
- Accepted
- All reviewers have approved the change, and it is forwarded to the analyst for a final check of the reviewers' comments, and to make any necessary clerical changes.
- Released
- After a final review, the analyst releases the change, and - if it's an implementing change - all affected items are updated.
- Completed
- Any activities that must occur after the change is released (e.g., parts reworked, revised documents distributed) are performed and documented by the trustee or analyst, and the change is closed out. If a change defines a particular completion event (say, the expiration of a deviation or resumption of shipments), then the change should be set to completed after that event.
- Stopped
- One reviewer has disapproved the change, and the analyst is notified. The analyst considers the reviewer's objections and can return the change to submitted phase, or can cancel or reject the change.
- Rejected
- The change is a permanent record of an action that was considered but rejected.
- Canceled
- A change can be canceled if you discover that it is no longer appropriate, but you wish to keep a permanent record of its progress. If you later want to process a similar change, you can take a snapshot and all of the canceled change's fields and lists, including the original review list (which is reset to pending), are copied to the new change.
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Help topics describe the most current PDXpert PLM software release, and may differ from earlier releases.
