Set up engineering change management

To manage engineering changes with engineering change requests and engineering change orders, set up:

Change categories
Change priorities
Change reasons
Material dispositions
Received customer approval
Environment, health, and safety
Change severities and severity rule sets

Activities

Name	Responsible	Description
Set up engineering change categories	Product manager	You can set up the categories to which engineering change orders can be assigned. Use engineering change categories to group engineering change orders.
Set up engineering change priorities	Product manager	You can set up the priorities to be assigned to engineering change requests and engineering change orders.
Set up engineering change reasons	Product manager	You can set up common reasons why an engineering item is changed. You can assign these reasons for change to a product on engineering change requests and engineering change orders. Examples: Fault, Defect, Product improvement, Customer request.
Set up material dispositions	Product manager	You can use material dispositions to give information on what must be done with existing inventory and orders when an engineering change is made. You can assign a material disposition to each product on engineering change requests and engineering change orders. Examples of material dispositions are: Rework, Scrap, or Use as-is.
Set up received customer approval	Product manager	You can set up common approval replies that you receive from customers. You can assign a customer approval reply to each product on an engineering change order. Examples: Yes, No, N/A.
Set up environment, health, and safety	Product manager	You can set up references to legal regulations, (inter)national standards, and industry standards that apply to environment, health and safety. You can assign several environment, health and safety references to each product on an engineering change order. Examples: FDA (Food and Drug Administration), MDD (Medical Device Directive), RoHS (Restriction of Hazardous Substances).
Set up engineering change severities	Product manager	An engineering change has an impact on operations and products. For each engineering change order, you can define the severity of the impact. You can use severities to determine how severe the impact of a change is or can be based on the type of changes. So, appropriate measures can be taken to implement the changes as smoothly as possible. In the Product engineering parameters, you define how the severity of an engineering change order is determined: Manually: Set the severity of an engineering change order manually. You can choose from a list of self-defined severities. Calculate: You can click Calculate to determine the severity of an engineering change order. Severity rule sets, with predefined checks on changes, are applied to determine the severity. Calculate automatically: When you submit an engineering change order to the workflow, the severity rule sets, with predefined checks on changes, are applied automatically to determine the severity.

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