Change Requests
The question, not the solution. Most of these are refused, and the refusal rate is the number that says whether the review board is working.
Where to find it
- Module: Manufacturing
- Group: Design
- Section: Change Control
- Screen: Change Requests
Address in the console: /mfg/change-requests
List · 19 columns · 16 fields on its form · 2 of them required · 7 actions
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 |
|---|---|---|
| Request | Code | request_no |
| What | Text | title |
| Origin | Status | origin |
| Reason | Status | reason |
| Priority | Status | priority |
| Item | Code | item_no |
| Est. cost | Amount | estimated_cost |
| Saving/yr | Amount | estimated_saving_per_year |
| Became | Code | change_order_no |
| Needed by | Date | needed_by |
| Due | Status | needed_by_state |
| Days overdue | Number | days_overdue |
| Status | Status | status |
| Same signer on several disciplines | Number | steps_same_signer |
| Decided by | Text | reviewed_by_name |
| Decided | Date and time | reviewed_at |
| Review board said | Text | board_outcome |
| Overrode the review board | Yes or no | decision_override |
| Decision justification | Text | decision_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 |
|---|---|---|---|
| What is the problem required | Text | ||
| Description | Long text | ||
| Where it came from required | Choice | internal, customer, supplier, quality, production, regulatory, cost_reduction, obsolescence, safety, field_failure | |
| Reason | Choice | Configuration list | |
| Priority | Choice | low, medium, high, urgent | |
| Item | Choice | Looked up from existing records | |
| Document | Choice | Looked up from existing records | For a request against a work instruction rather than a part. |
| Nonconformance it came from | Text | ||
| Supplier | Choice | Looked up from existing records | |
| Customer | Choice | Looked up from existing records | |
| Estimated cost | Number | ||
| Estimated saving per year | Number | ||
| Affects form, fit or function | Yes or no | ||
| Affects safety | Yes or no | ||
| Affects a regulatory claim | Yes or no | ||
| Needed by | Date |
What you can do here
Convert to a change order
Raise one change order from approved requests
Asks for: Change order title* Description Class Effectivity Effective from What happens to stock on hand
Submit primary
Asks for confirmation: Submit to the review board? The disciplines are opened as steps, and safety and regulatory are added only where this request says they apply.
Sign
Sign one discipline’s step on the review board
Asks for: Discipline Decision* Comments Reason for signing another discipline
Decide
The board’s decision
Asks for: Decision* Justification
Assign approvers
Give the steps with no approver their approver
Withdraw
Withdraw this request from its review board
Asks for confirmation: Withdraw this request? Its review steps are set aside (kept in its history) and it goes back to draft, to be corrected and submitted again.
Asks for: Why
Convert to a change order primary
Raise a change order from this approved request
Asks for: Change order title* Description Class Effectivity Effective from What happens to stock on hand
* required
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.