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00:05
The Change Administrator is notified via email if notifications are turned on.
00:11
The change order will also display in the Change Administrator's work list and Vault.
00:16
The Change Administrator can edit the change order if required,
00:20
for example, changing the assignment for the responsible engineer.
00:23
But they cannot edit the ECO number.
00:27
When ready, the Change Administrator promotes the change order to the work state by clicking Submit.
00:33
Submit and Force Approval can also be selected to move the change order directly to the approved state,
00:39
or the change order can be canceled.
00:42
Now at the work state, the responsible engineer is notified and the ECO is added to their work list.
00:49
The responsible engineer reviews comments, attach files, and markups.
00:54
They change the state of the files to work-in-progress,
00:57
then perform the changes required, such as changes to the design, properties, et cetera.
01:03
When finished, they submit the change order for review.
01:07
The approver or approvers are notified.
01:10
The approver reviews the details of the change order, and can reject and reopen,
01:15
reject and cancel, or approve the change order.
01:19
The change order enters the approved state,
01:22
when an approver approves a change order, and the routing does not specify unanimous approval,
01:27
or the routing specifies unanimous approval, and all assigned approvers have approved the change order.
01:34
The Change Administrator is notified and any work-in-progress or In Review/For Review
01:40
items and files on the change order are set to Released.
01:44
The Change Administrator clicks Close Change Order to move the change order to the CLOSED state.
01:51
Notifications are sent regarding closure,
01:54
including to any individuals set up as Notification Users in the routing list.
02:03
In this demonstration, we will process a change order
02:05
starting at the Open state as the Change Administrator role.
02:09
We find the change order in the work list,
02:13
and double click on it in the Change Order List to open it in the change dialog box.
02:20
Select the Comments tab to view the comments,
02:23
and then select the Status tab to show that it's in OPEN state.
02:28
And select the Submit button to assign the work
02:32
to the responsible engineer and move the ECO to the work state.
02:37
Now we'll log out, and then log back in as the responsible engineer.
02:45
The Vault user name is Engineer,
02:50
and we'll double click on the ECO,
02:55
and first select the Comments tab to view the comments.
02:59
And then in the Records tab, we need to change the state of the files so that they can be worked on.
03:06
So we'll select, and then right-click, and select Change State,
03:12
and change the files to be Work-in-Progress state, so that changes can be made.
03:20
Note that the Revision has been bumped to Revision B.
03:23
Now we'll make the change to the files in Inventor.
03:28
Select Open from the right-click menu.
03:31
Yes to check out the files, and we'll make the change to the part Grip.ipt.
03:43
And we'll make a change to the diameter,
03:48
and enter the new diameter value of 0.45 inches,
03:58
and then check out all the files.
04:04
And then go back to the drawing, and you can check in both files.
04:19
Enter a comment, change the diameter, and click OK.
04:26
Now going back into the Vault, into the change order,
04:31
we can now change that state from Work-in-Progress to For Review.
04:42
Now, select the Status tab, and click Submit, to move the change order to the Review state.
04:52
Next since the engineer is also an approver, the change order can be approved.
05:01
Notice though that the Review state is still the current state.
05:06
So now we'll log out, and log back in as the second approver, who is the Approver User.
05:16
And we'll go back into the change order and approve it here.
05:28
Now you can see that it goes to the APPROVED state because of both reviewers having approved it.
05:36
Now we'll log back out, and log in as the Change Administrator role.
05:46
The Change Administrator is now responsible for opening up the change order,
05:52
and releasing those files before closing the change order.
06:02
Once complete, the Change Administrator can now close that change order.
00:05
The Change Administrator is notified via email if notifications are turned on.
00:11
The change order will also display in the Change Administrator's work list and Vault.
00:16
The Change Administrator can edit the change order if required,
00:20
for example, changing the assignment for the responsible engineer.
00:23
But they cannot edit the ECO number.
00:27
When ready, the Change Administrator promotes the change order to the work state by clicking Submit.
00:33
Submit and Force Approval can also be selected to move the change order directly to the approved state,
00:39
or the change order can be canceled.
00:42
Now at the work state, the responsible engineer is notified and the ECO is added to their work list.
00:49
The responsible engineer reviews comments, attach files, and markups.
00:54
They change the state of the files to work-in-progress,
00:57
then perform the changes required, such as changes to the design, properties, et cetera.
01:03
When finished, they submit the change order for review.
01:07
The approver or approvers are notified.
01:10
The approver reviews the details of the change order, and can reject and reopen,
01:15
reject and cancel, or approve the change order.
01:19
The change order enters the approved state,
01:22
when an approver approves a change order, and the routing does not specify unanimous approval,
01:27
or the routing specifies unanimous approval, and all assigned approvers have approved the change order.
01:34
The Change Administrator is notified and any work-in-progress or In Review/For Review
01:40
items and files on the change order are set to Released.
01:44
The Change Administrator clicks Close Change Order to move the change order to the CLOSED state.
01:51
Notifications are sent regarding closure,
01:54
including to any individuals set up as Notification Users in the routing list.
02:03
In this demonstration, we will process a change order
02:05
starting at the Open state as the Change Administrator role.
02:09
We find the change order in the work list,
02:13
and double click on it in the Change Order List to open it in the change dialog box.
02:20
Select the Comments tab to view the comments,
02:23
and then select the Status tab to show that it's in OPEN state.
02:28
And select the Submit button to assign the work
02:32
to the responsible engineer and move the ECO to the work state.
02:37
Now we'll log out, and then log back in as the responsible engineer.
02:45
The Vault user name is Engineer,
02:50
and we'll double click on the ECO,
02:55
and first select the Comments tab to view the comments.
02:59
And then in the Records tab, we need to change the state of the files so that they can be worked on.
03:06
So we'll select, and then right-click, and select Change State,
03:12
and change the files to be Work-in-Progress state, so that changes can be made.
03:20
Note that the Revision has been bumped to Revision B.
03:23
Now we'll make the change to the files in Inventor.
03:28
Select Open from the right-click menu.
03:31
Yes to check out the files, and we'll make the change to the part Grip.ipt.
03:43
And we'll make a change to the diameter,
03:48
and enter the new diameter value of 0.45 inches,
03:58
and then check out all the files.
04:04
And then go back to the drawing, and you can check in both files.
04:19
Enter a comment, change the diameter, and click OK.
04:26
Now going back into the Vault, into the change order,
04:31
we can now change that state from Work-in-Progress to For Review.
04:42
Now, select the Status tab, and click Submit, to move the change order to the Review state.
04:52
Next since the engineer is also an approver, the change order can be approved.
05:01
Notice though that the Review state is still the current state.
05:06
So now we'll log out, and log back in as the second approver, who is the Approver User.
05:16
And we'll go back into the change order and approve it here.
05:28
Now you can see that it goes to the APPROVED state because of both reviewers having approved it.
05:36
Now we'll log back out, and log in as the Change Administrator role.
05:46
The Change Administrator is now responsible for opening up the change order,
05:52
and releasing those files before closing the change order.
06:02
Once complete, the Change Administrator can now close that change order.