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Affected tab

A change form's Affected tab lists those items that will be impacted by the release of the change.

When an implementing change is approved and released, the listed items will be released or canceled, and child items listed on their parents' Markup tabs will be added on or taken off the structure. With a non-implementing change, the status of items shown on the Affected tab is not altered as a result of the change form being approved and released. (This setting is determined by the Releases/cancels items on Affected tab checkbox on the Change Forms template.)

When you add an item to the Affected items list of an implementing change, PDXpert will automatically determine what other items should be added.

• A child item on the added revision's Structure list that has a pending revision will be added to the Affected items list.
• PDXpert will recursively examine all lower-level items' structures to locate any item that has never been released, and add that item to the Affected items list. If an item has a previously-released revision, it will not be added to the Affected items list regardless of whether it has a pending revision.
• The Source list of each item that has been added will be examined. If any item's Source list has an item with a pending revision, then that source item will be added to the Affected items list.

These rules try to ensure that a released parent item references only released child revisions, and will usually give good results. However, conflicts may arise when a child item (a) is already listed on another change form, (b) has no pending or released revision available, (c) is currently being edited, or (d) has been revised after the parent item has been added to the change form. To resolve these conflicts, fix the underlying problem and then re-drop the parent item onto the Affected items list to correctly add the child item's revision. Before routing the change for approval, you should always review the Affected list to verify that PDXpert is doing what you intend.

When you add an item to the Affected items list of a non-implementing change, PDXpert will not add any other items automatically.

If you have a preferred sorting order for the affected items, you can sort the list using the appropriate context menu command (for example, Sort by Number), and then select the Update line numbers menu item. (Line numbers cannot be edited after the change has been routed.)

If permitted by the change form definition, you can add dispositioning information to an affected item by selecting Add Disposition Cost from the item revision's context menu.

Activity

The dispositioning action or classification.

Location

The location of the items to be dispositioned (as of the date shown in the Quantity).

Recurring activity

Mark this checkbox if the activity will be done for each instance of the item, such as a per-unit licensing fee or tooling amortization cost.

Quantity

The number of items to be dispositioned, their units, and the date of the item count.

Unit cost

The unit cost for each item to be handled in accordance with the disposition instructions at the specified location.

Subtotal cost

The total cost for the current dispositioning activity is calculated by multiplying the quantity by the unit cost.

Assigned to

You can assign the activity to a particular person, who can then view the assignment in the Tasks tab of the Item Explorer.

Target completion

Specify the date when the dispositioning activity should be done.

Actual completion

The assigned person can update this (as well as the quantity and unit costs fields) after the change form has been released to indicate when the actual dispositioning activity was completed.

Notes

Instructions for performing the dispositioning activity.

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