ECO Tutorial

OVERVIEW

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

  • Create 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, enter Admin panel, and open the “Work Items” under Customization section

Track the work item Engineering Change Order, and make sure it is active (checked)

This 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:

  • Open 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

Open Admin panel and go to projects

Select the e-Forms project and open the “Templates” tab

Select “Engineering Change Order” work item

Now build the form in the description template, the same way it is 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

Open Admin panel and go to projects

Select the e-Forms project and open the “Process Flow” tab

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 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

Note: 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

Revision from – the initial revision before the change

Revision to – 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

Once related DMS items are signed, you can go ahead and sign the ECO

Change status according to the defined flow. In our case when status is “Implemented” – user need to “Start Routing” in order to change the status to “Closed” (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 effective date in the DMS item revisions history

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