審批¶

你可指派審批人至正在接受審查的 :ref:`工程變更指令 <plm/eco>`（ECO）的階段內，以自動通知持份者及經理。只有在指派的審批人接受變更後，相關變更才可套用。批核流程可確保團隊成員進行審查，防止錯誤及過早採取行動。

也參考

Add approvers¶

To add an approver, first go to the PLM app, and click on the project card of an ECO type to open the Gantt view of the ECOs.

On the Engineering Change Orders page, hover over the intended stage, and select the (Actions) icon. Then, click Edit to open a pop-up window.

備註

Approvers can be added to any stage, but they are most essential in the verification stage, before the final closing stage which applies the ECO and updates the BoM. This allows stakeholders to control how and when changes are made.

想知更多有關資訊，請參閱階段類型使用說明。

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

Approval types¶

之後，將批准類型設為必須批准、設有批准但可選或只限評論。

Example

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

要對 ECO 進行更改，並不需要品質團隊及市場推廣團隊的批准，因為它們的批准類型分別已設為設有批准但可選以及只限評論。

管理審批¶

Approvers can track their to-do approvals by navigating to the PLM app, and selecting 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:

工程變更數目按鈕：顯示該 ECO 類型中，進行中的 ECO 數目。按下該按鈕可開啟工程變更指令頁面的甘特圖檢視畫面。
我的驗證：顯示審批人必須接受或拒絕的 ECO 數目。按下此按鈕會顯示待審批，或已拒絕的 ECO （標記為紅色已鎖定狀態）。
所有驗證：此按鈕顯示等待審批，或已被審批人拒絕的 ECO 數量。按下該按鈕可顯示這些待審批的 ECO。
待套用：顯示用戶需要套用變更的 ECO 數目。按下該按鈕可顯示驗證階段內所有需要批准及套用變更的 ECO。

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

小訣竅

ECO approvals can be accessed, managed, and follow-up actions scheduled through Activities. See the Activities documentation to learn more about integrating management workflows.

審批工程變更指令¶

以指定審批人身份登入後，前往驗證階段的 ECO，會看見批准、拒絕及套用更改按鈕。

要批准 ECO 並將變更套用至生產用的 BoM，請按一下批准，然後按套用變更。

請留意，除非先按下了批准按鈕，否則套用變更按鈕是不能運作的。另外，聊天視窗會記錄按了甚麼按鈕的歷史。

警告

If no approver has the Is required to approve approval type, the Apply Changes button will work without requiring the Approve button to be clicked first.

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