Periodic Review | Allows you to complete the current periodic review. Enter review comments and your password. The current date becomes the Last Review Date, and the app updates the Next Review Date based on the defined interval for the part or technical specification. If a file in the part or technical specification is checked out, you cannot complete the periodic review. If an active change action is associated with the part or technical specification, you cannot complete the periodic review. | Completing a Periodic Review |
Reassign | Temporarily reassigns the selected part or technical specification to another Subject Matter Expert for the current periodic review cycle. The selected person will be notified about the reassignment and must accept the assignment before they can complete the periodic review. | About 3DSearch Queries |
Accept Assignment | Accepts the temporary reassignment for the selected part or technical specification if someone reassigned the periodic review to you or accepts the review assignment if it was assigned to a Member List to which you belong. Click OK to accept the assignment. If the review was temporarily assigned to you, the responsibility for review lasts for a single review cycle only, then it reverts to the original Subject Matter Expert. The app notifies the original Subject Matter Expert or the Member List that you accepted the assignment. | - |
Reject Assignment | Rejects the temporary reassignment for the selected part or technical specification and notifies the original Subject Matter Expert who reassigned it to you. | Rejecting a Periodic Review Assignment |
Enable Edit | Toggles the page to the edit mode. In edit mode, you can use inline editing to reassign reviews to other Subject Matter Experts. | About 3DSearch Queries |
Disable Edit | Toggles the page to the view mode. | - |
Remove Reassignment | Removes a temporary reassignment to review the selected part or technical specification if it has not yet been accepted by from the Temporary Assignee, or if the assignment has been accepted by a member of a Member List but should again be available for acceptance by any member of the Member List. Click OK to confirm. The review responsibility is transferred to the original Subject Matter Expert. You must be either the original Subject Matter Expert assigned to the review, a member of the Member List assigned as the Subject Matter Expert, or be a Document Center Administrator to perform this action. | - |
| Creates a change order and connects this part or technical specification to that change order. You can only create a change order if the part or technical specification is in the Preliminary, Released, or Superseded state. You must be a Document Center Administrator for the responsible organization, or the Subject Matter Expert for the part or technical specification. Click OK to clear the confirmation message. | Creating a Change Order |
| Attaches the selected part or technical specification to an existing change order. The selected part or technical specification must be in the Preliminary, Released, or Superseded state. Click OK to clear the confirmation message. | About 3DSearch Queries |
| Creates a change request and associates the selected part or technical specification with the new change order. The selected part or technical specification must be in the Preliminary, Released, or Superseded state. After creating the change request, edit its properties to add a CO Template, if appropriate. | Creating a Change Request |
| Attaches the selected part or technical specification to an existing change request. The selected part or technical specification must be in the Preliminary, Released, or Superseded state. Edit the properties for the change request to add a CO Template, if appropriate. | About 3DSearch Queries |