Planned Part Changes

Purpose

When no Change Requests exists, the Part Owner needs to create a Change Order in order to move the Part through the next Stage of the lifecycle (in this case, for activation). A Planned Change Order is the one that goes through Impact Assessment, Plan, Implementation, Pre-Release and Post Implementation based on policy.

Prerequisites

Installation Package: CQ Core, CQ PLM Extension

Product: ProductQuest

Function: Standard Parts

User Profile: Standard User

Permissions: CQ Base User PSG and CQ PLM Creator PSG and CQ Design Owner PSG

Steps

1. From the App Launcher, search for the Change Order to open the tab or select the Change Order tab if displayed; if not displayed, click the More tab and then select the Change Order.

2. From the Change Order tab, select + New Change Order from the drop-down arrow or click the New button.

3. Select a Record Type: Planned Change. Then click Next.

4. See Planned Change for more information on

• Creating a Planned Change

• Initiating a Planned Change

• Completing a Planned Change Impact Assessment

• Adding Change Plans

• Routing Change Plans for Approval

• Implementing Planned Changes

• Routing Planned Change Implementation for Approval

• Releasing Planned Changes

• Closing a Planned Change

Example

• Once the Change Order is Closed, the Part and Part Revision Details are updated appropriately based on the Effective Date in the Change Order as shown below:

Expected Outcome

• The Status of Part changes to Released.

• The Active check box is checked i.e. the Part is activated (this means Part is ready for manufacturing and selling in the market for use).

Troubleshooting

• Check back for new articles

Optional Configurations

• NA

Additional Resources

ComplianceQuest

• Adding Part Change: Revision (One Part at a Time)

• Adding Part Change: Revision (Multiple Parts at a Time)

• Adding Disposition Assessments

• Adding Part Change: Alternates

• Obsoleting an Alternate Part