Change Management

change management

Filter by ROLE

All Change Originator Change Originator Change Evaluator Change Request Approver Change Action Assignee MBOM Engineer / Design Engineer Change Action Owner

Create a Change Request

1

Define Change Properties

2

Compile Change Information

3

Connect & Manage Affected Parts

4

Define Requested Change Types

5

Add Documents

6

Define Change Action's Assignee

7

Create Required Change Actions

8

Evaluate The Request

9
Navigate the Project Home

Review-Demote the Request

10
Approve Reject a Task

Send Reminder

11

Define Change Routes

12
eview Approve Release Deliverables-01

Evaluate and Promote to in Review

13
Define Project Members

Finalize the Request, Cancel or Hold

14
Manage Deliverables

Approve Reject Change Tasks

15
See Task Information

Manage the Change Orders

16
Create & Add Deliverables

Connect a Project

17
Create Project's Folders

Transfer CA ownership

18
Create a Program

Manage the Obsolescence & None ca types

19
Create Delete Deliverables Version

Manage the Revise and Release CA Types

20

Complete Change Request & Order

21

Manage Change Notice and Close CR

22

Additional Video Tutorials Coming Soon.

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