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[IMP] PLM: Update style in ECO
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Diff for: content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst

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@@ -23,15 +23,14 @@ Engineering change orders can be created:
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Create ECO
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==========
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To create a new |ECO|, begin by navigating to the *PLM* app. Then, select the |ECO| type card that
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will be used to track the progress of the change. On the :guilabel:`Engineering Change Orders` page,
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click the :guilabel:`New` button in the top-left corner.
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To create a new |ECO|, begin by navigating to the **PLM** app. Then, select the |ECO| type that
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should be used to track the progress of the change. On the :guilabel:`Engineering Change Orders`
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page, click the :guilabel:`New` button in the top-left corner.
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.. note::
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Learn how to create new :ref:`ECO types <plm/eco/eco-type>` to categorize and organize change
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orders. Doing so ensures employees only view the |ECOs| related to their responsibilities,
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whether it involves new product introductions, targeted product line updates, or regulatory
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compliance fulfillment.
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:doc:`ECO types <eco_type>` categorize and organize change orders. Doing so can ensure that
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employees only view the |ECOs| related to their responsibilities, whether it involves new product
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introductions, targeted product line updates, or regulatory compliance fulfillment.
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On the |ECO| form, fill in the following fields accordingly:
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@@ -43,16 +42,24 @@ On the |ECO| form, fill in the following fields accordingly:
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- :guilabel:`Bill of Materials` specifies the changed |BOM|. It auto-populates if the product in
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:guilabel:`Product` field has an existing |BOM|. If multiple |BOMs| exist, select the intended
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radio options from the drop-down menu.
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.. important::
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A :guilabel:`Product` must be selected before :guilabel:`Bill of Materials` options is
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available.
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- :guilabel:`Company` field is used in multi-company databases. Specify if the change applies to
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products in a specific company, or leave blank if the change applies to all companies.
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.. note::
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`Company` is only available to specify with multiple companies enabled. See
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:doc:`../../../general/multi_company`.
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- :guilabel:`Responsible` represents the assignee in charge of this |ECO|. (Optional)
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- :guilabel:`Effective` specifies when the |ECO| becomes live. Choosing :guilabel:`As soon as
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possible` means the |ECO| applies to the production |BOM| as soon as an authorized user
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:ref:`applies the changes <plm/eco/apply-changes>`.
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On the other hand, choosing :guilabel:`At Date`, and setting a specific date, leaves a date that
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makes it easier to track the version history of the |BOM|, and the specific date |BOMs|, used for
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production.
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:ref:`applies the changes <plm/eco/apply-changes>`. :guilabel:`At Date` with a specific date
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selected will only apply the |BOM| at that date, making it easier to track the version history of
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the |BOM| in production.
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- :guilabel:`Tags` are assigned to |ECOs| for prioritization and organization. Create a new tag by
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typing the name in the field and selecting :guilabel:`Create` from the drop-down menu. (Optional)
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@@ -61,7 +68,7 @@ the changes.
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By pressing :guilabel:`Start Revision`, three actions occur:
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#. The :guilabel:`Documents` smart button appears, storing relevant files of the |BOM|.
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#. The :guilabel:`Documents` smart button appears, storing the relevant files of the |BOM|.
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#. A copy of the production |BOM| is stored in the newly-appeared :guilabel:`Revision` smart button
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of the |ECO|. The next available version number (e.g., `V2`, `V3`, ...) is also assigned to keep
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track of all |BOM| versions.
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Revision` button has been pressed.
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.. image:: engineering_change_orders/eco-form.png
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:align: center
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:alt: ECO with overview of stages in the top-right corner, and *Revision* smart button.
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:alt: ECO with overview of stages in the top-right corner, and Revision smart button.
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Change components
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=================
@@ -89,7 +95,6 @@ the current version, by flagging the test |BOM| with a large :guilabel:`Archived
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Doing so opens the archived |BOM|, marked with a large red :guilabel:`Archived` flag.
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.. image:: engineering_change_orders/archived-bom.png
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:align: center
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:alt: Show the archived Bill of Materials.
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On the new |BOM|, in the :guilabel:`Components` tab, proceed to modify the components list, by
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additional component, `Stabilizers`, is added.
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.. image:: engineering_change_orders/version-2-bom.png
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:align: center
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:alt: Make changes to components by going to the new BoM with the *Revision* smart button.
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:alt: A revised BOM
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Compare changes
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---------------
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Once the changes are complete, navigate back to the |ECO|, by clicking `ECO00X` in the breadcrumbs
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located in the top-left corner. On the |ECO| form, a new :guilabel:`BoM Changes` tab displays the
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differences between the current |BOM| and the new version.
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To compare a revised |BOM| to the previous version, navigate to the |ECO| for that |BOM| in either
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of these ways:
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#. From the revised |BOM|, click the |ECO| name (for example, `ECO005: Improve...`) in the
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breadcrumbs located in the top-left corner.
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#. From the :guilabel:`PLM Overview`, select the |ECO| type in the :guilabel:
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On the |ECO| form, a new :guilabel:`BoM Changes` tab displays the differences between the current
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|BOM| and the new version.
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Blue text indicates new components added to the revised |BOM| that are not in the production |BOM|.
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Black text represents updates shared by both |BOMs|, while red text indicates components removed in
@@ -125,8 +135,7 @@ used in production. That is, until the :ref:`changes are applied <plm/eco/apply-
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:guilabel:`BoM Changes` tab of the |ECO|.
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.. image:: engineering_change_orders/bom-changes.png
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:align: center
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:alt: View summary of component changes in the *BoM Changes* tab.
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:alt: View summary of component changes in the BoM Changes tab.
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Change operations
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=================
@@ -152,8 +161,12 @@ clicking the :guilabel:`Archive Operation` button.
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Compare changes
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---------------
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Once the changes are complete, navigate back to the |ECO|, by clicking `ECO00X` in the breadcrumbs
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located in the top-left corner.
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To compare a revised operations to the previous version, navigate to the |ECO| for the |BOM| in
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either of these ways:
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#. From the revised |BOM|, click the |ECO| name (for example, `ECO005: Improve...`) in the
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breadcrumbs located in the top-left corner
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#. From the :guilabel:`PLM Overview`, select the |ECO| type in the :guilabel:
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On the |ECO| form, a new :guilabel:`Operation Changes` tab displays the differences between the
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current production |BOM| and the new version.
@@ -182,7 +195,6 @@ reflect the following information:
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it.
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.. image:: engineering_change_orders/instructions-smart-button.png
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:align: center
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:alt: Show *Instructions* smart button to check whether an operation has additional
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instructions.
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provides additional assembly details.
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.. image:: engineering_change_orders/operation-changes.png
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:align: center
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:alt: Show *Operation Changes* tab in an |ECO|.
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:alt: Operation Changes tab in an |ECO|.
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.. _plm/eco/apply-changes:
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@@ -231,7 +242,7 @@ archives the original production |BOM|, and the revised |BOM| becomes the new pr
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Verify changes
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--------------
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To ensure the changes are live, from the |ECO| where the :guilabel:`Apply Changes` button was just
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To ensure the changes are live, from the |ECO| where the :guilabel:`Apply Changes` button was
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pressed, return to the revised |BOM| by clicking the :guilabel:`Revision` smart button.
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On the revised |BOM|, the large red :guilabel:`Archived` flag is removed.
@@ -251,129 +262,6 @@ latest |ECO|.
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:guilabel:`Revision` smart button of the |ECO|.
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.. image:: engineering_change_orders/bom-version.png
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:align: center
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:alt: View current *BOM* version in the Miscellaneous tab.
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.. _plm/eco/tablet-view:
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Create ECO from tablet view
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===========================
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Operators can directly suggest clearer operation instructions, while performing manufacturing orders
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(MOs) in the *Manufacturing* app.
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To create |ECOs| in this manner, begin by navigating to :menuselection:`Manufacturing app -->
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Operations --> Manufacturing Orders`. Then, select the desired :abbr:`MO (Manufacturing Order)` and
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switch to the :guilabel:`Work Orders` tab. Then, click the :guilabel:`📱 (mobile phone)` icon for
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the desired work order to open the *tablet view* of the operation.
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.. important::
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The :guilabel:`📱 (mobile phone)` icon is **only** available for :abbr:`MOs (Manufacturing
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Orders)` with a :guilabel:`Confirmed` or :guilabel:`In Progress` status.
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.. image:: engineering_change_orders/tablet-icon.png
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:align: center
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:alt: Find the tablet icon for each operation, second from the far right.
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Next, add an instructional step, by clicking the :guilabel:`☰ (three horizontal lines)` icon in the
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tablet view of an operation. Doing so opens the :guilabel:`Menu` of action items for a :abbr:`MO
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(Manufacturing Order)`. Then, click the :guilabel:`Add a step` button.
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.. image:: engineering_change_orders/additional-options-menu.png
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:align: center
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:alt: Open the *Add a Step* pop-up by clicking the three horizontal lines icon in tablet view.
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Clicking the button reveals an :guilabel:`Add a step` pop-up window, where the proposed changes are
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submitted.
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In the :guilabel:`Title` field, enter a short step description. Next, in the :guilabel:`Instruction`
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text field, type the instructions of the step in greater detail. Optionally, add an image to the
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:guilabel:`Document` field. Once completed, finish by clicking the :guilabel:`Propose Change`
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button.
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.. example::
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To propose an additional check for broken components, enter the details in the :guilabel:`Add a
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Step` pop-up window. Doing so creates an instructional quality control point that will be
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reviewed in the following section.
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.. image:: engineering_change_orders/add-a-step.png
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:align: center
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:alt: Fill out the *Add a Step* form to suggest an additional quality control point.
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Based on the inputs from the :guilabel:`Add a Step` pop-up window, an |ECO| is created with the
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following information:
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#. :guilabel:`Description` is the name of the operation, followed by the :abbr:`MO (Manufacturing
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Order)` number for reference.
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#. The |ECO| :guilabel:`Type` is automatically assigned to `BOM Changes`.
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#. :guilabel:`Product` and :guilabel:`Bill of Materials` fields are automatically populated, based
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on the |BOM| used in the :abbr:`MO (Manufacturing Order)`.
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#. :guilabel:`Responsible` is the operator who submitted the feedback.
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View ECO
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--------
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To review the proposed changes, navigate to the :menuselection:`PLM app --> Overview`. In the `BOM
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Updates` |ECO| type card, the :guilabel:`X Engineering Changes` button represents the amount of
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operational changes created from the tablet view.
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Click on the :guilabel:`X Engineering Changes` button to open the kanban view of the |ECO| type. To
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view the suggestion, select an |ECO| in the `New` stage.
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On the |ECO|, view a summary of the proposed changes in the :guilabel:`Operation Changes` tab. Click
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the :guilabel:`Revision` smart button to navigate to the revised |BOM| and look into the proposed
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changes in greater detail.
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.. example::
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An operator suggested another check for broken components by adding a step from the tablet view,
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while performing the `Assemble switches` operation for the :abbr:`MO (Manufacturing Order)`
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`WH/MO/00010` for the product, `Keyboard`.
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Then, this created |ECO| can be viewed by navigating to the `BOM Changes` ECO type found in
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:menuselection:`PLM app --> Overview`. By default, |ECOs| created from tablet view are set to
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spawn in the `New` stage.
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The :guilabel:`Responsible` field is assigned to the operator who made the suggestion, allowing
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the employee revising the |BOM| to seek further clarification from the person who proposed the
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changes.
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.. image:: engineering_change_orders/view-bom-change.png
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:align: center
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:alt: Find the new ECO in the "BOM Changes" ECO type, in the *New* stage.
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On the revised |BOM|, switch to the :guilabel:`Operations` tab, and select the :guilabel:`☰ (three
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horizontal lines)` icon. Doing so opens a list of :guilabel:`Steps` to perform the operation, with
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the newest instruction titled `New Step Suggestion:`, followed by the user-entered title. Click the
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line item to view the suggested changes.
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.. image:: engineering_change_orders/show-instructions.png
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:align: center
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:alt: "Show Instructions" icon in the *Operations* tab of a BoM.
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On the :ref:`quality control point <quality/quality_management/quality-control-points>` form, ensure
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the following form fields are accurately filled out to give detailed instructions for operators:
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- :guilabel:`Title`: rename to give a concise description of the new instruction.
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- :guilabel:`Control per`: using the drop-down menu, determine whether this instruction applies
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broadly for the :guilabel:`Product`, specifically for this :guilabel:`Operation` *only*, or a
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particular :guilabel:`Quantity` of the product.
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- :guilabel:`Type`: categorizes the control point type. From the drop-down menu, select
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:guilabel:`Instructions` to detail an instruction for the worker. To receive input from the
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workers, select the :guilabel:`Take a Picture`, :guilabel:`Register Consumed Materials`,
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:guilabel:`Print Label`, or other :ref:`quality check options
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<quality/quality_management/quality-control-points>`.
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.. seealso::
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:ref:`Configure quality control points <quality/quality_management/quality-control-points>`
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Once the quality control point is configured, return to the :guilabel:`Steps` list using the
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breadcrumbs. Finally, drag the last quality control line item to its intended order of instructions.
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.. example::
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Drag and reorder the `Check for broken switches` instruction, by clicking and dragging its "6
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dots" icon to move it from the bottom to the second position.
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.. image:: engineering_change_orders/reorder.png
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:align: center
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:alt: Drag and reorder instructions by selecting the "6 dots" icon on the far left.
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:alt: View current BOM version in the Miscellaneous tab.
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.. TODO:_plm/eco/tablet-view:
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