ECO Tutorial

OVERVIEW

ECO Feature is fully re-designed to better support the regulations and best practice

In this tutorial user will be able to manage a full ECO (Engineering Change Order) process, that includes the followings:

  • Create an e-Forms project (or use any existing project)
  • Activate ECO e-form
  • Manage ECO form attributes
  • Format the ECO template and styling for export and printing
  • Setup e-sign
  • Setup status flow

E-FORMS PROJECT

Create a project to manage ECO’s. See here how to create a new project in Orcanos

In this project create the folders structure for managing you ECO

In this example, we create a folder for each year

ECO SETUP

ACTIVATE ECO FORM
  • In order to activate ECO form, Selects Admin panel> Customization> Work Items
  • Track the work item Engineering Change Order, and make sure it is active (checked) in Show/Hide Column
  • Engineering Change Order is the work item in which you will manage ECO
MANAGE ECO FORM ATTRIBUTES

Now you need to manage ECO attributes. To Manage ECO Form:

  • Selects Admin panel> Customization> Fields Layout
  • Select the ECO work item
  • Create new sections, add/remove fields by drag & drop (Fields Layout)
  • To add new fields that don’t exist in the available fields in fields layout – go to the Custom fields management to create fields, and then open Fields Layout and add the new fields

Example partial ECO form:

ECO TEMPLATE AND STYLING
  • Selects Admin> Projects & Solutions> Projects
  • Open the e-Forms project and open the “Templates” tab on its detail page
  • Select “Engineering Change Order” work item

  • Now build the form in the description template, the same way it is the layout in word (you can copy-paste from word) but it might require manual HTML styling work to make it look as you wish
  • The trick here is to embed the e-form fields inside the ECO description, so when you print it – dynamic fields will be parsed to the ECO field value
  • So each place you wish to put dynamic field – click the “Embed Field” button in the editor toolbar
BUILD ECO STATUS FLOW
  • Selects Admin> Projects & Solutions> Projects
  • Open the e-Forms project and open the “Process Flow” tab on its detail page
  • Build status flow (see here how to customize status flow)
DEFINE ROUTING PROCESS
  • Now build the e-sign process that is required in order to approve (by e-sign) the ECO
  • learn about e-sign, how to define the routing process, and how to attach e-sign to a specific status transition – click here
  • Now you are all set

ECO PROCESS USE CASE

ADD NEW ECO
Open your project, and add new ECO item

Change ECO attributes

Add action items

You can add action items under the ECO as children

Add DMS items to ECO

Open the “ECO Items” tab

ECO Items

Click the Plus button in order to add the relevant DMS items to the ECO

The ECO cannot be signed until all related items are signed

The following form opens

  • Project – Select the project from which you wish to add items, in this example, we will open the document control (DMS) and select a document that needs to be changed due to this ECO
  • Work Item – select the work item type (in our case its DMS Item)
  • Item – search for a specific document, using document ID or document name
  • Change description – HTML Editor where you can describe the change for the selected document
  • Change Type – Add, Change, Remove
  • From Revision– the initial revision before the change
  • To Revision – the document revision after the change is made and the document is electronically signed
  • Click Save.

One DMS Item with different Revisions can be added under more than one ECO Item.

Approving ECO Related items

Start routing for the related DMS items, and sign the related DMS items

Approve ECO
  • When a document is linked to an ECO, and the document is signed, the status is not becoming as Approved, but as Pending Approved.
  • Only after the ECO is approved – then the related documents are released. And become Approved.
  • Same for obsoleting a document via an ECO
  • Change status according to the defined flow. In our case when the status is “Implemented” – user needs to “Start Routing” in order to change the status to “Closed” (Pending Approve).
  • Once e-sign is finished, ECO status changes to “Closed” – and this is the end of the process
  • Once ECO is approved, you can see the ECO number (hyperlinked) and ECO Release date in the DMS item revisions history

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