The initial create, save and submit process has been reworked to combine these steps into a simple operation. This allows you to save modifications and continue working on the Change Order without having to close, and re-open it. Additionally after the initial save has been completed you will notice that the “Submit” workflow button is active and available to route to the next person in the process. Note that the Change Order number can be manually typed in during the creation stage to allow for missed ECO numbers.
Multiple changes have been made to simplify the markup process. The first is an administrative setting that allows you to store markup files alone side the original file they were marked up with. This option works extremely well when used in conjunction with Inventor and AutoCAD and their “round trip” markup capabilities.
Markups can now be created in various stages with a new “markup” command that is available to anyone with access to Productstream. Additionally all markups will now be visible on the Files tab in addition to being available as attachments to the individual user’s comments.
While in the preview pane for a change order you now have the ability to edit an item directly from the change order where previously the “open” or “go to” actions were available.
In order to streamline the ability to edit and select appropriate routings, any predefined complete change order routing can be selected at any time. This allows you to adjust routings en masse without manually re-creating a routing that might already be in the system.
The Worklist feature now has the due date from the change order listed after the number and is sorted ascending in the list automatically. This allows users to better determine which Change Orders have a priority over another.
And finally, new functionality is available on the Item tab allowing you to easily add related items from the related Bill of Materials or Where Used information for the selected item. In addition to the ability to manually select the desired items, Productstream will add related items that were never previously released through the “Auto Add” command or whenever a Change Order is created from an item.
-Brian Schanen
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