General tab (change form)

The General tab provides the basic information about the change form: its name, its identifier number, its lifecycle state, who originated it and when, and descriptive information.

Change §
The item class icon indicates the current change lifecycle status.
In process:
Originated change icon Originated
Submitted change icon Submitted to analyst
Routed change icon Routed for approval
Held change icon Held awaiting clarification
Stopped change icon Stopped after disapproval
Accepted change icon Accepted (awaiting analyst review and release)
Released change icon Released (if implementing change form, then affected items have been released/canceled)
Completed change icon Completed (affected item dispositioning is finished)
Canceled change icon Canceled (waiting for analyst to remove from database)
Rejected change icon Rejected (permanent record of disapproval)
You can drag the icon and drop it onto a destination, such as another change's Related list.
Type §
The Type defines the change form's properties such as numbering, workflow, participants, effect on items listed in its Affected tab, etc. These are controlled by its Change Forms collection member. The Type cannot be edited.
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 state can be changed is by processing it using the workflow defined in its Change Forms collection member.
Analyst §
This person manages the change after the originator has finished. When the change is in the Submitted state, the assigned analyst can modify any of the trustee's work, add or remove file attachments, and route the change to the reviewing groups. The assigned analyst may separately receive workflow notices.
Analysts who aren't assigned as the change's analyst cannot modify the change or its file attachments. However, they may process the change workflow (for example, move the change from Routed to Submitted), and can replace the current analyst with another analyst, including themselves.
Originator (Trustee) §
This is the person with overall responsibility for the change form's contents. The originator can edit various fields, build the Affected list, submit the change to an analyst, and designate a new originator.
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 are 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 §
This permits an extensive description of the change form, its purpose and expected results. The label may be different to 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 is shown. Double-clicking on the displayed item will open it.


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Help Guide Contents [PDF]