Unified Change Management

Configuring Change Requests to Plan Change of Process Plans

In this example, the business uses Change Requests to initiate change to MBOMs and their associated work instructions, represented as Process Plan items in Aras Manufacturing Process Planning (MPP).

Steps to configure are as follows:

  1. Follow steps 1 to 4 from 8.1 Configuring Change Orders to Release Process Plans, if they haven’t been already executed.
  2. Edit the Change Process Definition to add validation automations.
    • Purpose: Ensure a validation error appears if affected items of type Process Plan with the Release action are not in the Preliminary state.
    • While logged in as Change Administrators, open the Change Process Definition for the Change Request Item Type.
    • On the Automation Rules tab, add the existing automation named Selected action requires item to be in unreleased state, and fill in the fields as required.

      Field
      Enabled
      ✔ Checked
      ✔ Checked
      Event
      Add
      Update
      Automate For / (Applicable To)
      Relationship
      Relationship
      From State / To State
      [empty]
      [empty]
      Relationship
      ucm_ChangeRequest_AffectedItem
      ucm_ChangeRequest_AffectedItem
      Related Item Type
      mpp_ProcessPlan
      mpp_ProcessPlan
      Related Event
      Release
      Release

    • Repeat the above steps to trigger a validation error if affected items of type Process Plans with the Revise action are not in Released state. Add the Selected action requires item to be in released state automation and fill the settings as follows:
    Field
    Enabled
    ✔ Checked
    ✔ Checked
    Event
    Add
    Update
    Automate For / (Applicable To)
    Relationship
    Relationship
    From State / To State
    [empty]
    [empty]
    Relationship
    ucm_ChangeRequest_AffectedItem
    ucm_ChangeRequest_AffectedItem
    Related Item Type
    mpp_ProcessPlan
    mpp_ProcessPlan
    Related Event
    Revise
    Revise