Default Lists for Engineering Change

A distribution list is a member list used for notifications. The CR and CO processes use distribution lists as a means to notify users of process changes. The distribution list is assigned on create of the CR or CO and can be edited from the Edit forms.

When a CR with a route-based policy is promoted from the Review to Plan CO state, all members of all attached distribution lists are automatically notified that the CR is being promoted. No duplicate notifications are sent if a person is a member of multiple lists and no notification is sent to the user who promotes the CR.

When a CO with a route-based policy is promoted from the Review to Release state, all members of all attached distribution lists are automatically notified that the CO is being promoted. No duplicate notifications are sent if a person is a member of multiple lists and no notification is sent to the user who promotes the CO.

For details, see Member Lists.

A reviewer list is a route template with a base purpose of Review that defines the list of people who should review the CR or CO before it is promoted to a specified state. The route template, which will be used for creating the reviewer route, is connected to the CR or CO. The reviewer list can be assigned when the CR or CO is created and can be edited from the Edit forms.

When a CR with a route-based policy is promoted from the Evaluate to Review state, a route is created using the reviewer list route template. This route is placed between the Review and Plan CO states and is a state-blocking route, which means that all tasks must be completed before the CR can be promoted to Plan CO. The route template that is used here must have a Route Base Purpose of "Review," but the route that is created from the template must have a Route Base Purpose of "Standard." This allows the tasks to have an action of either Approve or Reject, among others. The route must also have a Route Completion Action of "Promote Connected Object." When the last signature is approved, the CR is promoted to the Plan CO state.

When a CO with a route-based policy is promoted from the Define Components to Design Work state, a route is created using the reviewer list route template. This route is placed between the Design Work and Review states and is a state-blocking route, which means that all tasks must be completed before the CO can be promoted to Review. The route template that is used here must have a Route Base Purpose of "Review," but the route that is created from the template must have a Route Base Purpose of "Standard." This allows the tasks to have an action Notify Route Owner of either Approve or Reject, among others. The route must also have a Route Completion Action of "Notify Route Owner."

For details, see Route Templates.

An approval list is a route template with a base purpose of Approve that defines the list of people that must sign or approve a CR or CO before it is promoted to a specified state. The approval list can be assigned when the CR or CO is created and can be edited from the Edit forms.

When a CO with a route-based policy is promoted from the Define Components to the Design Work state, a route is created using the approval list route template with a Route Base State of "Design Work." This route is placed between the Design Work and Review states and is a state-blocking route, which means that all tasks must be completed before the CO can be promoted to Review.

When the CO is promoted from the Design Work to Review state, a created using the approval list route template with a Route Base State of "Review." This route is placed between the Review and Release states and is a state-blocking route, which means that all tasks must be completed before the CO can be promoted to Release. The route templates that are used here must have a Route Base Purpose value of "Approve," but the routes that are created from the templates have a Route Base Purpose value of "Standard." This allows added tasks to have more choices for the task action.

For details, see Route Templates.