Creating an Engineering Change

All users can create an engineering change and report them against any object. If you use Requirements Central, you can also raise an Engineering Change for a row in a Requirement Specification's structure view.

  1. Use one of these methods to open the create page:

    From the global toolbar, click > Product Line > Create Engineering Change.

    Or:

    From the structure view of a Requirements Specification, check one or more rows and select Actions > Raise Engineering Change from the page toolbar.

    Or:

    1. From the global toolbar, click > Product Line > Engineering Changes.
    2. Click Create Engineering Change from the page Actions menu or toolbar. The Create New Engineering Change page opens.



  2. Enter the following fields:

    Field Name Description
    Name Type a name for the engineering change or check the Autoname check box.

    Names are case-sensitive and spaces are allowed. You can use complete names rather than abbreviations, making the terminology in your system easier for people to understand. Generally, name lengths can be a maximum of 127 characters. Leading and trailing spaces are ignored.
    Type To select an object type other than Engineering Change, click and select the type.
    Description Type a description for the engineering change.
    Validation Required Allows the engineering change owner and Quality Engineer to enforce validation of the change. If Yes, at least one test case must be related to the engineering change. In the Validate state, any related test cases must be executed. The engineering change cannot be promoted to the Formal Approval state until the related test cases have a Pass status.
    Category of Change The category for the change. Values include:
    • Vendor Requirement
    • Unassigned
    • Product Improvement
    • New Product Introduction
    • Marketing Requirement
    • Facilitate Manufacturing
    • Drafting Error
    • Cost Reduction
    Reported Against The object this change is reported against. Click and select an object. Product type objects are the default object type.
    Distribution List Click and select the member list(s) to be used as a distribution list for notifying users.
    Reviewer List Click and select the route template(s) defined with the Route Base Purpose of "Review" to be used as a reviewer list. This includes enterprise and personal route templates. If you do not select a Reviewer List, Business Process Services creates a default route with no tasks/persons defined for this Engineering Change. You then need to edit that route as required.
    Approval List Click and select the route template(s) defined with the Route Base Purpose of "Approve" to be used as an approval list. This includes enterprise and personal route templates. If you do not select an Approval List, Business Process Services creates a default route with no tasks/persons defined for this Engineering Change. You then need to edit that route as required.
    Severity Select a level of severity from the drop-down list. Default values are Low, Medium, and High.
    Policy Select a policy from the drop-down list to govern the engineering change.
    Vault Click and select the vault to store the engineering change object.

  3. Click Done.