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Set up readiness control
Process flow

You can use readiness control to confirm that a product, version, or variant is ready to be used in transactions before it is activated.

Product manager Product manager Start Start Add system checks to engineering product type Add system checks to engineering product type You can set up product readiness control checks for engineering product types. These checks are used to control if released products, versions, or variants are ready for use in transactions. This topic explains how to assign a predefined system check to an engineering product type.  Procedure 1. Go to Product engineering > Setup > Engineering product type. 2. In the left pane, find and select the desired engineering product type. 3. In the Readiness control section, click Add system checks. 4. In the list, find and select the desired record. 5. Click OK. 6. In the top left of the screen, click Edit. 7. In the Apply check on field, select an option. 8. In the Execute in field, select an option. 9. In the Company accounts ID field, select which company this readiness check should be executed in. Note: This field can only be filled in if "Single company" was chosen in the previous step. 10. Choose the whether the owner of the readiness check is a person or a team. In the Owner type field, select an option. Note: If a different person or team tries to execute the readiness check, a warning will pop up that says they are not the owner. However, this does not block them. The readiness check can still be executed. 11. In the Name field, enter or select a value. 12. Decide whether automatic approval should be done. If this box is checked: The readiness check is automatically approved upon completion. If this box remains unchecked: The readiness check must be (separately) approved after completion. 13. Decide whether the readiness check is mandatory or not. If the box is checked: The readiness check cannot be skipped. If the box remains unchecked: The readiness check can be skipped. 14. Close the page. Add manual checks to engineering product type Add manual checks to engineering product type You can set up product readiness control checks for engineering product types. These checks are used to control if released products, versions, or variants are ready for use in transactions. This topic explains how to assign a predefined manual check to an engineering product type. Procedure 1. Go to Product engineering > Setup > Engineering product type. 2. In the left pane, find and select the desired engineering product type. 3. In the Readiness control section, click Add system checks. 4. In the list, find and select the desired record. 5. Click OK. 6. In the top left of the screen, click Edit. 7. In the Apply check on field, select an option. 8. In the Execute in field, select an option. 9. In the Company accounts ID field, select which company this readiness check should be executed in. Note: This field can only be filled in if "Single company" was chosen in the previous step. 10. Choose the whether the owner of the readiness check is a person or a team. In the Owner type field, select an option. Note: If a different person or team tries to execute the readiness check, a warning will pop up that says they are not the owner. However, this does not block them. The readiness check can still be executed. 11. In the Name field, enter or select a value. 12. Decide whether automatic approval should be done. If this box is checked: The readiness check is automatically approved upon completion. If this box remains unchecked: The readiness check must be (separately) approved after completion. 13. Decide whether the readiness check is mandatory or not. If the box is checked: The readiness check cannot be skipped. If the box remains unchecked: The readiness check can be skipped. 14. Close the page. Add checklists to engineering product type Add checklists to engineering product type You can set up a readiness check to link a questionnaire. This questionnaire must be filled in during the readiness control procedure. Prerequisite: Set up a questionnaire in the Questionnaire module. Make sure the persons or teams who must fill in the checklist, are defined in the Questionnaire module. Procedure 1. Go to Product engineering > Setup > Engineering product type. 2. In the left pane, find and select the desired engineering product type. 3. In the Readiness control section, click Add checklist. 4. In the Module field, select an option. 5. In the Name field, type a value. 6. In the Free text field, type a value. 7. In the Apply check on field, select an option. 8. In the Company accounts ID field, enter or select a value. 9. Choose the whether the owner of the readiness check is a person or a team. In the Owner type field, select an option. Note: If a different person or team tries to execute the readiness check, a warning will pop up that says they are not the owner. However, this does not block them. The readiness check can still be executed. 10. In the Name field, enter or select a value. 11. In the Questionnaire field, enter or select a value. 12. Decide whether automatic approval should be done. If this box is checked: The readiness check is automatically approved upon completion. If this box remains unchecked: The readiness check must be (separately) approved after completion. 13. Decide whether the readiness check is mandatory or not. If the box is checked: The readiness check cannot be skipped. If the box remains unchecked: The readiness check can be skipped. 14. Close the page. Copy system checks in engineering product type Copy system checks in engineering product type You can set up product readiness control checks for engineering product types. These checks are used to control if released products are ready for use in transactions. This topic explains how to copy an assigned predefined system check on an engineering product type. You can do so if you want to apply the readiness check to several companies, but not to all companies. Procedure 1. Go to Product engineering > Setup > Engineering product type. 2. In the left pane, find and select the desired engineering product type. 3. Expand the Readiness control section. 4. In the list, mark the selected row. 5. Click Copy. Note: You can make changes to the readiness check copy as desired. 6. Close the page. End End

Activities

Name Responsible Description

Add system checks to engineering product type

Product manager

 		You can set up product readiness control checks for engineering product types. These checks are used to control if released products, versions, or variants are ready for use in transactions. This topic explains how to assign a predefined system check to an engineering product type. 

Add manual checks to engineering product type

Product manager

 		You can set up product readiness control checks for engineering product types. These checks are used to control if released products, versions, or variants are ready for use in transactions. This topic explains how to assign a predefined manual check to an engineering product type.

Add checklists to engineering product type

Product manager

You can set up a readiness check to link a questionnaire. This questionnaire must be filled in during the readiness control procedure. 

Prerequisite: Set up a questionnaire in the Questionnaire module. Make sure the persons or teams who must fill in the checklist, are defined in the Questionnaire module.

Copy system checks in engineering product type

Product manager

You can set up product readiness control checks for engineering product types. These checks are used to control if released products are ready for use in transactions. This topic explains how to copy an assigned predefined system check on an engineering product type. You can do so if you want to apply the readiness check to several companies, but not to all companies.

Activities

Name Responsible Description

Add system checks to engineering product type

Product manager

 		You can set up product readiness control checks for engineering product types. These checks are used to control if released products, versions, or variants are ready for use in transactions. This topic explains how to assign a predefined system check to an engineering product type. 

Add manual checks to engineering product type

Product manager

 		You can set up product readiness control checks for engineering product types. These checks are used to control if released products, versions, or variants are ready for use in transactions. This topic explains how to assign a predefined manual check to an engineering product type.

Add checklists to engineering product type

Product manager

You can set up a readiness check to link a questionnaire. This questionnaire must be filled in during the readiness control procedure. 

Prerequisite: Set up a questionnaire in the Questionnaire module. Make sure the persons or teams who must fill in the checklist, are defined in the Questionnaire module.

Copy system checks in engineering product type

Product manager

You can set up product readiness control checks for engineering product types. These checks are used to control if released products are ready for use in transactions. This topic explains how to copy an assigned predefined system check on an engineering product type. You can do so if you want to apply the readiness check to several companies, but not to all companies.

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