审批

通过为正在接收审查的 工程变更指令 (ECO)的阶段指定审批人,自动通知利益相关者和管理人员。只有在指定的审批人接受变更后,才能应用变更。批准流程可确保团队成员进行审查,防止错误和过早行动。

更多内容

阶段配置

Add approvers

To add an approver, first go to the PLM app, and click on the project card of an ECO type to open the Gantt view of the ECOs.

On the Engineering Change Orders page, hover over the intended stage, and select the (Actions) icon. Then, click Edit to open a pop-up window.

注解

Approvers can be added to any stage, but they are most essential in the verification stage, before the final closing stage which applies the ECO and updates the BoM. This allows stakeholders to control how and when changes are made.

有关更多信息,请参阅 阶段类型 文档。

In the Edit stage pop-up window, click the Add a line button, located under Approvals. Then, type in the position or title of the approver under Role (e.g. Engineering Manager, Quality Team, etc.), and select the relevant User from the drop-down menu.

Approval types

接下来,将 批准类型 设置为 需要批准批准,但可选仅限评论

Example

Assign the CTO, “Mitchell Admin,” as a required approver for ECOs in the Validated stage in the New Product Introduction ECO type.

要对 ECO 进行更改, 需要质量团队和市场营销团队的批准,因为它们的 批准类型 分别设置为 批准,但可选仅限评论

在“已验证”阶段设置“必须批准”ECO 的审批人。

管理审批

Approvers can track their to-do approvals by navigating to the PLM app, and selecting the card for an ECO type, which shows the count of open tasks assigned to them.

显示待验证次数和按钮,以打开筛选后的 ECO 列表。

Here’s what each button on an ECO project card does:

  1. #工程变更 按钮显示该 ECO 类型的进行中 ECO 的计数。点击该按钮可打开 工程变更单 页面的甘特图视图。

  2. 我的验证 显示审批人必须接受或拒绝的 ECO 计数。点击此按钮会显示待审批或已拒绝的 ECO (标记为红色 已锁定 状态)。

  3. 所有验证 按钮显示等待审批或被审批人拒绝的 ECO 数量。点击该按钮可显示这些待审批的 ECO

  4. 应用 显示用户需要应用更改的 ECO 计数。点击该按钮可显示验证阶段所有需要批准和应用更改的 ECO

ECOs marked with the green Done stage have already been approved, and the user needs to click on the ECO to enter the form view, and click the Apply Changes button.

小技巧

ECO approvals can be accessed, managed, and follow-up actions scheduled through Activities. See the Activities documentation to learn more about integrating management workflows.

批准 ECO

以指定审批人身份登录时,导航到验证阶段的 ECO 查看 批准拒绝应用更改 按钮。

要批准 ECO,并将更改应用到生产中的 物料清单(BoM),请点击 批准,然后点击 应用更改

请注意,除非先点击了 批准 按钮,否则 应用更改 按钮**不会**工作。此外,沟通栏中会记录点击这些按钮的历史。

警告

If no approver has the Is required to approve approval type, the Apply Changes button will work without requiring the Approve button to be clicked first.