Unified Change Management

Overview of Change Task Details

Affected Items tab

This tab lists the Parts, CAD Documents, and other change-controlled Items that could be changed in this Change Task. Each row shows the intended Action (Release, Revise, Obsolete) and its sequence number, which determines the order in which the items appear in the list. Revision and Status reflect the current state. The Resulting Item shows the latest version of an Affected Item while the Change Task is active. When the Change Task moves to Cancelled or Completed, the Resulting Item stops updating and instead shows the most recent version of the Affected Item at the moment the task became inactive.

All columns are already filled in with information from the related Change Order. You can choose an Affected Item from that Change Order and adjust the Sequence field if you need to.

Add Affected Items to Change Task

  1. Click Edit under the Change Task 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. The presented list shows the affected items on the Change Orders. Choose the item type (e.g., CAD Documents, Parts) and pick the item you need.
  4. Click OK to add it.

Replacing and deleting an Affected Item in Change Tasks

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

Files tab

The Files tab holds attachments tied to the Change Task, such as screenshots, red lines, PDFs, or temporary spreadsheets that explain the change.

  • To add a File, click the Create button in the Files tab when editing the Change Task.
  • To delete a File, click Delete Row when you select the File you want to remove.

SignOffs tab

SignOffs capture the signoff matrix, including activities, assignees, status, completion details, timestamps, voting results, and comments.