Change Management Setup

To be able to use Change Notices and Change Orders, the Eng. Change Reasons and the Eng. Task Templates must be set up.

Engineering Change Reasons

Change reasons are necessary for use in change notices and change orders. They are used later to simplify the evaluation of changes.

To set up engineering change reasons

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Eng. Change Reasons, and then choose the related link.
  2. On the Eng. Change Reasons page, enter a unique code and description for the engineering change reason.
  3. Go to the next line and add another engineering change reason.

Engineering Task Templates

The Engineering task templates serve to quickly define predefined tasks for the individual areas such as design, purchasing, sales, etc. at a later date. They are subdivided into a list and a card for each data record.

To set up engineering task templates

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Eng. Task Templates, and then choose the related link.
    The Eng. Task Templates displays all Engineering Task Templates.
  2. On the Eng. Task Templates page, choose the New action to create a new template or Manage > Edit to open an existing template.
  3. In the General FastTab of the Eng. Task Template page, enter a unique code and description for the Eng. Task Template.
  4. In the Lines FastTab, enter the specific tasks to be performed.
  5. In the Task No. and Previous Task No. fields, create an optional predecessor check that determines which task(s) needs to be completed before the current task can be started or completed:
    1. In the Task No. field, enter a task number.
    2. In the Previous Task No. field, reference the task number or a pipe-separated list of task numbers.
  6. In the Work Center Group Code field, choose the department responsible for processing the task. The Work Center Group Name displays the work center group name associated with the work center group code.
  7. In the Task Description field, enter a detailed description of the tasks to be performed.
  8. In the Due Date Formula field, enter a time specification that defines the calculation of the due date of a task. 1D means Creation date + 1 day = Due date of task.

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