Change Board
Who signs each step of a change request’s review board: a role, an HRMS position or a named person. Given to each step when a request is submitted — never to whoever raised the request. A step nobody can be given shows “No approver assigned” until this says who.
Where to find it
- Module: Manufacturing
- Group: Design
- Section: Change Control
- Screen: Change Board
Address in the console: /mfg/change-board
List · 5 columns · 7 fields on its form · 2 of them required
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Step | Status | discipline |
| Signed by | Status | approver_kind |
| Approver | Text | approver_said |
| Active | Yes or no | is_active |
| Notes | Text | notes |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Step required | Choice | engineering, quality, manufacturing, safety, regulatory, costing, purchasing, management, customer | |
| Signed by required | Choice | role, position, user | role: anyone holding it; position: whoever holds it in HRMS today; user: one named person. |
| Role | Choice | Looked up from existing records | |
| HRMS position | Choice | Looked up from existing records | |
| Person | Choice | Looked up from existing records | |
| Active | Yes or no | ||
| Notes | Long text |
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.