This topic is contained in the PDXpert help file: select Contents from the application's Help menu.
General tab
- Change
- The item class icon indicates the current change lifecycle status.
- In process:
Originated
Submitted
to analyst
Routed for
approval
Held awaiting
clarification
Stopped after
disapproval
Accepted
(awaiting analyst review and release)- Approved:
Released
(if implementing change form, then affected items have been released/canceled)
Completed
(affected item dispositioning is finished) - Withdrawn:
Rejected
(permanent record of disapproval)
Canceled
(can be removed from database)- You can drag the icon and drop it onto a destination, such as another change's Related list.
- Type
- The change form classifies the change's purpose and determines its effects on items listed in its Affected tab. Your administrator has defined your organization's change forms and their attributes, so correctly selecting a particular change form from the Item Explorer's New list determines what you can do with it. The value cannot be modified.
- Number
- The number, with the Type above, uniquely identifies the current change within PDXpert. In most cases, this value is automatically assigned based on the Change Forms member's Identifier sequence selection.
- Change lifecycle state
- Changes are assigned a lifecycle phase based on their progress through your organization's workflow. The only way that the phase can be changed is by processing it in accordance with an established workflow.
- Analyst
- This is the person with overall responsibility for processing the change after it's been submitted. The analyst can edit various fields, modify any of the trustee's work, and route the change to the reviewing departments. If you do not explicitly assign a change analyst, all qualifying analysts will get a notification when you submit the change for review.
- Originator (Trustee)
- This is the person with overall responsibility for the change form's contents. The trustee can edit various fields, build the Affected list, submit the change to an analyst, and designate a new trustee.
- Origination date
- The date when this change form was first created.
- Release date
- The date when this change form's lifecycle was set to Released. All items on the Affected tab of an implementing change will be assigned this value for their own released/canceled dates.
- Problem source
- If the current change is the result of a problem that was found in an existing item, you can identify how or where that problem was discovered based on the Problem Sources collection.
- Change reason
- This selection categorizes why the current change form is necessary, and is selected from the Change Reasons collection.
- Product families
- Product families are automatically added as you add items to the change's Affected list. The change form's product families list is obtained from each affected item's product families.
- Change description (or other administrator-defined label)
- This permits an extensive description of the change form, its purpose and expected results. Your administrator may change the label to more accurately reflect the particular change form, such as "Request proposal" or "Deviation description".
- Snapshot from
- If you've created the change from another change, then that source will be shown. Double-clicking on the displayed item will open it.
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Help topics describe the most current PDXpert PLM software release, and may differ from earlier releases.
