PDXpert PLM Software
On-line Help Guide
This help topic describes the current PDXpert PLM release. Earlier releases may be different. To view your release's version of this topic, open PDXpert and press the F1 key or select the Help menu.
Review a routed change
On behalf of your group, you review the routed change form to ensure that the change:
- is necessary
- appropriately addresses the issue, and
- accurately and completely tells the changes that are proposed.
Based on your assessment, you decide whether to approve,disapprove, or hold the change for further information.
Select the change form's Reviewers page.
Enter your comments, if any.
For Disapprove change andHold change responses, you should supply a comment. TheReviewer's comment required system rulemay block your response if the comment is missing.
The change is always on hold until a Must act reviewer responds. Thus, if your change workflow enables a Hold changeresponse, select this response only if your group is Can act.
If you put the change on hold, then the analyst must move the change back to the Routedstate or to the Submitted orCanceled state.
Select the Response. TheReviewer Password window is shown.
- To confirm your response, enter your password and click theOK button.
- To change your response or comments, click theCancel button.
If you're the last person to approve the change, or you select Disapprove change orHold change, the change form is immediately moved out of Routedstate. You cannot change your response or comments.
You can edit your response and comments while the change lifecycle remains in Routed state (but you can't reset your response to Pending approval). Your response can't be changed by a different reviewer in your group.
After you've saved your response, the change form moves to the next step in the administrator-specified workflow.
If you approve the change form, the system notifies the next reviewer or, if none, sets the change lifecycle as Accepted orReleased (or Completed).
If you disapprove the change form, any remaining reviewers are skipped. Depending on the workflow design, the change form is forwarded to one of several possible states:Stopped, Canceled,Rejected, or returned to the analyst asSubmitted.
If you put the change form on hold while waiting for more information, an email notice may be sent to the change originator, analyst or other interested persons based on the workflow's email notice settings. When you get the information you need, an analyst removes the Held state and you provide your final response.
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