Creating a Standalone Change Action

Any user with either a Leader or Author role can create a change action. The change action specifies a change that must be made to a model, product, program, project, part, etc.

Required Access Roles:

  • Baseline: Contributor
  • App-specific: Any user

Context:

On premises only: To change the default convention that Change Management uses to name change actions, contact your administrator.

  1. Do one of the following:
    • Click > Change > Create Change Action.
    • To create a change action for one or more objects in a product BOM:
      1. Open the object.
      2. In the Change Management category, select the Change Action tab.
      3. Click the Add to New Change Action icon in the toolbar.
  2. Add details:

    Attribute Description
    Title Enter a phrase or title for the change action.
    Description Describe the required change.
    Severity Select Low, Medium, or High.
    Governing CO The change order to which the change action is to be associated. The change order governs the change.
    Governing CR

    The change request to which the change action is to be associated. The change request governs the change.

    This field appears only when you create a change action for a change request.
    Due Date Click to select the date when the review must be completed.
    Estimated Start Date Click to select the date when the review must start.
    Change Order Click to select a change order type or subtype.
    Assignees Click to select the person assigned to complete the change action.

    The assignee must be a Contributor or a Leader from the same organization and project as the change action.
    Approvers Click to select the person who is responsible for impact analysis and technical approval of the work on the change action.

    The approver must be a Reader, Contributor, or a Leader from the same organization and project as the change action. At least one approver must be a Leader from the same organization and project as the change action.
    Informed Users Click to select who will be notified that the change action is released.

  3. Click Done.