Advanced Workflow - User Essentials

Introduction – (ECR) Example

After parts/assemblies have been released for production, “minor” errors ( like a spelling error ) may be able to be resolved without a formal ECR/ECN process. Within this environment, users can increment documents to the next Minor revision to correct spelling errors and the documents can be Approved at the Minor revision without creating a formal ECR / ECN and without interacting with a formal workflow process (A.01 in the figure below):

Over time, users from any department may believe that a document could be improved if it was changed for one reason or another. In the following example, it has been identified that the document’s material is inadequate and needs to be changed. A user creates an ECR record documenting the request to change the material. Select the part with the right-mouse-button and select [LIFE_CYCLE]  [CREATE NEW]  [Create ECR]:

The ECR form will be displayed and it can have different fields than the IR form:

The form’s border is green until the user selects its [ Apply ] button which officially creates the ECR record. NOTE: Information about the details of the ECR form will be covered later within this manual. For now, just note that the ECR form allows users to enter metadata about the ECR ’s details, such as its ID, DESCRIPTION, and related parts. Within this environment the ID is automatically generated and assigned to the ECR.

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