Transcript
00:05
A requirement for a change order process
00:08
is a routing list that defines the roles at each state of the change order process.
00:13
And that controls which users are notified when a change order enters a certain state.
00:18
These are roles that are separate from the Vault roles.
00:22
A routing list applies to all Vaults not just one Vault and you can have multiple routing lists if required,
00:29
such as for different products.
00:31
When you define a routing list you add the Vault users to each change order role.
00:36
If a Vault user does not have a role of Vault administrator,
00:40
change order and level 1 or change order level 2 they will not appear in the list to add.
00:47
You can control what routing lists are available and activated to use.
00:52
The following are the roles in the routing list,
00:55
the change requester is an individual who initiated the change order.
00:59
It could be anyone, such as someone in purchasing as long as they can log in to the Vault Client
01:05
and have access to the files.
01:07
The change administrator is the administrator of the change order.
01:11
They have the most power in the change order process.
01:15
The responsible engineer is the individual who has been assigned to make the change
01:20
and therefore, is making the change or changes requested.
01:23
A reviewer can view and comment only.
01:26
Some companies use this, some don't.
01:29
Approvers are the individuals who are the approvers of the change order.
01:33
Vaults can be set up, so that only the first approver needs to approve the change order
01:38
or if the unanimous approval for Review state required option is set,
01:43
then all defined approvers on the routing list
01:46
must provide their approvals before the change order can move on.
01:50
Notification users can be defined and are notified of when the change order is processed,
01:56
that means closed and released.
01:58
They don't have to be participating in the process.
02:01
And a checker must be assigned if the Check state is enabled.
02:06
A user can have multiple roles, the same role can have multiple people assigned,
02:11
it is recommended that you have more than one change administrator.
02:15
Note, that the roles of change administrator, responsible engineer and approver
02:20
must be assigned to an individual or individuals for every change order created and processed.
02:30
In this demonstration, we will create a new routing list.
02:34
First, go into Tools, Administration,
02:38
Global Settings, and select the Change Orders tab, and then Define.
02:44
And to start to create a new routing list, select the New button.
02:51
And then give it a name and we'll call it New Routing List.
02:57
Here on the left are the Vault users available
02:59
that have the required permissions to be added as change order participants.
03:04
We'll start with the administrator.
03:06
So with the administrator highlighted, select Add to add it as a participant.
03:13
First, select Change Administrator and pick Add and then Change Requester.
03:22
Then, click OK.
03:25
Next Approver, it will add the role of approver
03:30
and then, Engineer will add both the approver role, as well as the responsible engineer role.
03:39
Finally, let's set the routing settings to be Unanimous approval for Review state required.
03:46
That means, that both the approver and the engineer
03:50
need to review the change order at the Review state.
03:53
Now, we need to make the route active by dragging it over to the right.
03:59
Then, you can select Set as Default to make it the default route.
04:06
Click OK, when finished.
00:05
A requirement for a change order process
00:08
is a routing list that defines the roles at each state of the change order process.
00:13
And that controls which users are notified when a change order enters a certain state.
00:18
These are roles that are separate from the Vault roles.
00:22
A routing list applies to all Vaults not just one Vault and you can have multiple routing lists if required,
00:29
such as for different products.
00:31
When you define a routing list you add the Vault users to each change order role.
00:36
If a Vault user does not have a role of Vault administrator,
00:40
change order and level 1 or change order level 2 they will not appear in the list to add.
00:47
You can control what routing lists are available and activated to use.
00:52
The following are the roles in the routing list,
00:55
the change requester is an individual who initiated the change order.
00:59
It could be anyone, such as someone in purchasing as long as they can log in to the Vault Client
01:05
and have access to the files.
01:07
The change administrator is the administrator of the change order.
01:11
They have the most power in the change order process.
01:15
The responsible engineer is the individual who has been assigned to make the change
01:20
and therefore, is making the change or changes requested.
01:23
A reviewer can view and comment only.
01:26
Some companies use this, some don't.
01:29
Approvers are the individuals who are the approvers of the change order.
01:33
Vaults can be set up, so that only the first approver needs to approve the change order
01:38
or if the unanimous approval for Review state required option is set,
01:43
then all defined approvers on the routing list
01:46
must provide their approvals before the change order can move on.
01:50
Notification users can be defined and are notified of when the change order is processed,
01:56
that means closed and released.
01:58
They don't have to be participating in the process.
02:01
And a checker must be assigned if the Check state is enabled.
02:06
A user can have multiple roles, the same role can have multiple people assigned,
02:11
it is recommended that you have more than one change administrator.
02:15
Note, that the roles of change administrator, responsible engineer and approver
02:20
must be assigned to an individual or individuals for every change order created and processed.
02:30
In this demonstration, we will create a new routing list.
02:34
First, go into Tools, Administration,
02:38
Global Settings, and select the Change Orders tab, and then Define.
02:44
And to start to create a new routing list, select the New button.
02:51
And then give it a name and we'll call it New Routing List.
02:57
Here on the left are the Vault users available
02:59
that have the required permissions to be added as change order participants.
03:04
We'll start with the administrator.
03:06
So with the administrator highlighted, select Add to add it as a participant.
03:13
First, select Change Administrator and pick Add and then Change Requester.
03:22
Then, click OK.
03:25
Next Approver, it will add the role of approver
03:30
and then, Engineer will add both the approver role, as well as the responsible engineer role.
03:39
Finally, let's set the routing settings to be Unanimous approval for Review state required.
03:46
That means, that both the approver and the engineer
03:50
need to review the change order at the Review state.
03:53
Now, we need to make the route active by dragging it over to the right.
03:59
Then, you can select Set as Default to make it the default route.
04:06
Click OK, when finished.
