Change Status of Engineering Change Order

The Eng. Change Order Status Change Approval Workflow workflow controls the approval requests for changes to the Status field in the General FastTab in the Eng. Change Order page.

If you do not need an approval for every type of status change, you can set conditions in the workflow to specify which changes to track. If you do not specify these fields, then approvals will be sent whenever a change is made. Step 2 provides information about adding conditions to the workflow.

Eng. Change Order Status Change Approval Workflow

The general process for approving an engineering change order status change with an approval workflow is:

  1. Create the Eng. Change Order Status Change Approval Workflow workflow from the template.
  2. Choose specific statuses to require approval requests.
    1. On the first line of the workflow, choose (View filter details) in the On Condition field.
    2. In the Event Conditions page, select the status(es) in the Status field. A change from these statuses will prompt approval requests.
    3. Choose the OK button.
  3. Assign the approval user or group of users.
  4. Set the additional authentication if required.
  5. Enable the workflow.
  6. Open an engineering change order.
  7. Change the Status field.
  8. A message opens stating that an engineering change order status change request was sent for approval. If notifications are set up, the approval user(s) receives notification of the approval request. Choose the OK button to close the message.
  9. The Status changes to Pending Approval.
  10. The approval user opens the Eng. Change Order page or the Requests to Approve page (using Tell Me) and approves the request, with or without password depending on authentication requirements.
  11. The Status field of the engineering change order is changed to the selected status.

Cancel approval requests

A user can cancel an approval request by choosing the Cancel Approval Request action on the Request Approval menu.

Manage approval requests

A designated user can approve, reject, or delegate an approval request by choosing the action from the Approve menu. They can also add any necessary comments for the response to the request.

Designated users can also choose the Lightbulb that opens the Tell Me feature icon, enter Requests to Approve, and then choose the related link. In the Requests to Approve page, they will see their pending approval requests and can manage each request individually. They can choose Home > Open Record to view the engineering change order requesting the change and could then complete the approval directly in the Eng. Change Order page.

View approval entries

The Approval Entries FactBox shows the status of an approval request as well as the number of unfinished approvals, the date and time the approval request was sent, and the details of the approval request.

To see complete information about the approvals, choose the Approval Entries action on the Request Approval menu.

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