Genehmigungen

Benachrichtigen Sie Beteiligte und Manager automatisch, indem Sie den Phasen der zu prüfenden technischen Änderungsaufträge (ECOs) Genehmiger zuweisen. Änderungen können erst dann angewendet werden, wenn der zugewiesene Genehmiger sie akzeptiert hat. Genehmigungen gewährleisten Überprüfungen durch Teammitglieder, was Fehler und verfrühte Aktionen verhindert.

Siehe auch

Phasenkonfiguration

Genehmiger hinzufügen

Um einen Genehmiger hinzuzufügen, gehen Sie zunächst zur PLM-App, und klicken Sie auf die Projektkarte eines Änderungsauftragstyps, um die Gantt-Ansicht der technischen Änderungsaufträge zu öffnen.

Bewegen Sie auf der Seite Technische Änderungsaufträge den Mauszeiger über die gewünschte Phase und wählen Sie das Symbol ⚙️ (Zahnrad). Klicken Sie dann auf Bearbeiten, um ein Pop-up-Fenster zu öffnen.

Bemerkung

Genehmiger können jeder Phase hinzugefügt werden, es wird jedoch dringend empfohlen, sie der Verifizierungsphase zuzuweisen, die vor der Abschlussphase liegt, in der Änderungsaufträge angewendet und die Stücklistenversion aktualisiert wird.

Weitere Informationen finden Sie in der Dokumentation zu Phasenarten.

In the Edit stage pop-up window, click the Add a line button, located under Approvals. Then, type in the approver’s position (or title) under Role (e.g. Engineering Manager, Quality Team, etc.), and select the relevant User from the drop-down menu.

Next, set the Approval Type to Is required to approve, Approves, but the approval is optional, or Comments only.

Example

Assign the CTO, „Mitchell Admin,“ as a required approver for ECOs in the Validated stage in the New Product Introduction ECO type.

Approvals from the quality and marketing teams are not required to apply changes to the ECO because their Approval Type is set to Approves, but the approval is optional and Comments only, respectively.

Genehmigungen verwalten

Approvers can easily track their to-do approvals by navigating to the PLM app, and looking at the card for an ECO type, which shows the count of open tasks assigned to them.

Here’s what each button on an ECO project card does:

1. The # Engineering Changes button displays a count of in-progress ECOs of this ECO type. Clicking the button opens the Gantt view of the Engineering Change Orders page.

2. My Validations displays a count of ECOs the approver must accept or reject. Clicking on this button displays ECOs pending approval or rejected (marked with the red Blocked state).

3. The All Validations button shows the count of ECOs awaiting approval or rejected by any approver. Clicking it reveals these pending ECOs.

4. To Apply displays a count of ECOs to which the user needs to apply changes. Clicking on the button displays all the ECOs to approve, and apply changes to, in the verification stage.

   ECOs marked with the green Done stage have already been approved, and the user just needs to click on the ECO to enter the form view, and click the Apply Changes button.

Technische Änderungsaufträge genehmigen

Navigieren Sie zu einem Änderungsauftrag in einer Überprüfungsphase, während Sie als zugewiesener Genehmigender angemeldet sind, um die Schaltflächen Genehmigen, Ablehnen und Änderungen übernehmen zu sehen.

To approve the ECO, and apply the changes onto the production BoM, click Approve, and then Apply Changes.

Note that the Apply Changes button will not work unless the Approve button was clicked first. Additionally, the chatter logs the history of the clicked buttons.

Warnung

When the Approval Type is not set to Is required to approve, approval from the associated user is not needed before applying changes with the Apply Changes button. Thus, the Apply Changes button will work without requiring the Approve button to be clicked first.

Automatisierte Aktivitäten

When an ECO is moved to a verification stage, a planned activity is automatically created for assigned approvers to review the ECO. Approvers receive a notification in their activities inbox, accessible through the 🕘 (clock) icon at the top of the page.

In the to-do task list, the Engineering Change Order (ECO) notification displays the number of activities marked Late, Today, and Future. Clicking on each of these buttons shows a filtered Gantt view of the respective ECOs.

Example

Scheduled activities are shown as a number on the 🕘 (clock) icon, with 5 ECOs pending approval Today. Currently, there are 0 Late or Future ECOs.

By clicking a pending ECO, a planned activity for ECO Approval is recorded in the chatter. Click on the i (Info) icon to view additional information, including the approval’s Created date, the approver Assigned to it, and the due date.

Folgeaktivitäten

When ECOs are rejected, tasks need to be assigned to project members for required modifications before ECO approval. To create tasks with deadlines, navigate to the rejected ECO form, and go to the chatter.

Select the Mark Done button in the Planned Activities section of the chatter to close the activity, and open a pop-up window for creating tasks.

In the Mark Done window, click Done & Schedule Next to open a new Schedule an Activity window. Next, set the Assigned to team member and the Due Date for completing the changes. Provide task details in the Summary field and the text box. Click the Schedule button to close the window.

After closing the window, on the ECO form, move the ECO back one stage. Doing so ensures that when the team member completes the changes, and returns the ECO to the verification stage, a new ECO Approval task is created for the approver.

Example

The approver creates an activity for the Responsible of the ECO, Laurie Poiret, that details the changes required for the approver to Accept the ECO. Clicking the Schedule button creates a planned activity for Laurie due on 08/15/2023.