Affected Items tab

This tab lists the Parts, CAD Documents, and other change-controlled items that the Change Order will execute. Each row displays the intended Action (Release, Revise, Obsolete). The sequence of items can be managed using the numbers in the Sequence column. Revision and Status display information from the affected item.

The behavior of pre-configured actions are as follows:

• Release: Publishes a preliminary item for the first time via a Change Order. When the Change Order is done, the item moves from Preliminary to Released.
• Revise: Creates a new version of an item that’s already released. The new version becomes Released, and the old one changes to Superseded.
• Obsolete: Marks the item as Obsolete when the Change Order is completed.
  The Resulting Item column displays an item link according to the following logic:
• While the Change Order is open:
  
  • If the change action has not yet been executed, it links to the latest version of the affected item.
  • If the change action has been executed, it links to the latest revision/version of the item.
• When the Change Order is completed:
  
  • It links to the item revision/version as of the time of Change Order closure.

1. Click Edit under the Change Order name.

2. In the Affected Items tab, click the picker icon (the small square at the right edge of Add Affected Items).

   

3. In the Select Items window, choose the item type (e.g., CAD Documents, Parts) and pick the item you need.
4. Click OK to add it.
5. Select the Action either by typing the action name or by choosing it from the search results.

6. Enter the item Sequence to set its order; otherwise, the system assigns the next available sequence.

1. Go to the Affected Items tab in the Change Order.
2. Right-click on the Affected Item to remove or replace.
3. Choose Remove or Replace from the menu.

1. Go to the Affected Items tab in the Change Order.
2. Right-click on the Affected Item to open Impact Analysis Tool.
3. Choose Impact Analysis Tool from the menu.
   
   Note

   Impact Analysis Tool is enabled when Change Item is in Edit mode only.
4. Different Impact Analysis Views can be selected using the dropdown in the toolbar.
5. Right-click on any row to open Add to Change.
6. Choose Add to Change from the menu. The selected Item will be added as the Affected Item back to the Change Item.