@@ -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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+
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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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+
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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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+
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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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+
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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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-
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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.
@@ -73,8 +80,7 @@ By pressing :guilabel:`Start Revision`, three actions occur:
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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
@@ -103,15 +108,20 @@ changing the :guilabel:`Quantity` of existing components, adding new components
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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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+
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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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+
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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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+
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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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@@ -212,8 +224,7 @@ reflect the following information:
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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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-
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- .. _plm/eco/tablet-view :
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-
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- Create ECO from tablet view
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- ===========================
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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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-
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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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-
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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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-
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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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-
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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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-
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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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-
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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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-
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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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-
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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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-
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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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-
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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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-
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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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-
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- View ECO
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- --------
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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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-
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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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-
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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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-
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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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-
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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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-
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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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-
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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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-
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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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-
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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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-
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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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-
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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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-
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- .. seealso ::
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- :ref: `Configure quality control points <quality/quality_management/quality-control-points >`
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-
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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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-
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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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-
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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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