Drafters and Approvers Quick Start and Tips​

This page gives a quick overview for drafters.

If you are a Drafter...

Picking Up Work

• You'll need to pick up orders from the "Change Orders Queue" tab on the My Tasks home page. ​
• Request owners will also be able to assign you orders. You'll get notified via email when they do.
  

Once You Own a Change Order

• You'll be able to edit information for all files associated with the order. One order can contain multiple artifacts. ​

  • Pull in path for newly created drawings​
  • Copy rev blocks
  • Create necessary marketing drawings for finished goods​
    
    

• You'll need to then check in your file(s) and submit for approval. There is no admin close step. Admin close is automated, but you must make sure all your files, including Marketing drawings are checked in before you submit.

Getting Approval

• Request owner (or initial reviewer if a different person is selected to review your order) will review first. This person used to be called the Initiator
• If they send back the order, they'll provide comments and you’ll receive an email notification
• Update the order and/or files in the order and resubmit. You must either mark each comment as you applied changes or submit a reply.

After Order approval group hits approval threshold, the order is marked approved

• If there are other product, tooling, SIG or Firmware orders on the request, ALL of them must be approved or completed before the automated admin close process begins.

Automated Admin Close

• The system will change the state of the files to approved and add a note with the order ID
• There is not an admin close step after order is approved. It is automated
• Any other files that you were editing as part of the order WILL NOT have their state changed. You will receive an email when the admin close happens so you can go back and update the state of related files not in the order
• You'll be able to see the last 30 days of your completed orders on My Tasks page
  

Notes for Tooling Engineers​

• Keep in mind that the system defaults the first released rev of a print as rev 0
• This will be changed to default tooling orders to rev 1 in the next release
• If a request has not gone through the system or had an ECN, you need to select the "Create new artifact" change request type when entering your request
• If you need to deviate from the default rev based on the type of order, you can click the pencil icon to change the rev and provide a reason for the deviation
• You will need separate requests for newly created (first revision) files and for changes to existing files
• There is a way to add additional files to a tooling order once work has started. Click the add button at the bottom of the tooling order to add more existing files.

Since everything starts from a request for scalability reasons, there's a few easy steps to immediately get to work.

1. When creating a request, select your domain and assign the request to yourself
   

2. Fill out the work plan and submit.
   

3. Tooling requests should require request approval so you'll see the orders where you can directly pick up the order to start work.
   

If You Are a Request Owner or Initial Reviewer...

• You will be the first reviewer of the product or tooling order and get a notification when it's submitted

  • During request creation, the request owner can change the initial reviewer of a product or tooling order by selecting a different initial reviewer
    

• You can approve or send back with a comment

  • You can attach a file to your comment. All files entered in system are rev controlled as long as they have the same file name.

• The drafter will then be able to make changes and resubmit for the next approval round

• Once you approve, it will go to the product or tooling order approval group for that domain

If You Are a Product or Tooling Order Approver...

• You will receive an email notification once the request owner has approved. You can also see all your pending order approvals in the Change Orders to Review section on My Change Orders on the My Tasks homepage.​
  

• You can see the approval thresholds for product and tooling orders on your domain product or tooling order approval group page.

• You can approve or send back with comments. Comments are required when rejecting an order.
  

• You can view who has approved on the Reviewers tab of the order.
  

• You only must approve once. If you are in multiple groups that must approve, your approval will count for all the groups you are in.

• The initial reviewer (request owner) approves first. We are working on an enhancement so that if the initial reviewer = order owner, it is auto approved.

• If you send an order back, the initial reviewer is notified and will be required to mark applied changes or submit a reply for each comment before they can resubmit.

• Once the approval threshold is met and there are no other product, tooling, firmware, or SIG artifact orders still open, the system will automatically run admin close

Differences Between ECN and Change Management