Creating an External Change Action

You can create external change actions for change requests and change orders from the "Change Actions" category in CR and CO. External Change Action have a slightly different icon than a local 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.

Note: This function is available only if an external change management system is integrated with Change Management.

  1. Open either a change request or a change order.
  2. Choose the Change Actions category.
  3. In the toolbar, click the Create icon, .
  4. Enter attributes as required.
  5. Click Done.