Release your document

All change forms provide control information about documents, but only an implementing change form (which your administrator could name, for example, an engineering change notice, or ECN) has a permanent effect on the document record. This implementing change form, when it is formally approved, updates all pending items according to the instructions of the change form.

In other words, you release or cancel document iterations by specifying the affected items on the implementing change form. Then, after all groups have approved the change, PDXpert uses the Affected list as a "script" to update the items that you've listed.

A non-implementing change form, like an engineering change request (ECR), does not update a document iteration's status - it simply informs users how the document ought to change in an upcoming implementing change, or describes a temporary change (such as a deviation or stop ship).

To release an unreleased document iteration, use the following general procedure.

  1. Create a new implementing change form, such as an ECN.

  2. Drag the document that you want to release from the Item Explorer's Search tab or Previous tab to the new change form's Affected tab. The unreleased document iteration will automatically be flagged as requiring formal release. In addition, any pending child items appearing on the document's References tab's Markup list will automatically be added to the change form's Affected tab.

    If the document record is open in your workspace, close it before adding it to the Affected list.

  3. Submit the change form to an analyst for review, approval routing, and release (for the complete workflow, see How to work with change forms).

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