Analyze a submitted change

  1. As the change analyst, you check the originator's work to ensure that the change conforms to your organization's change procedure.

    • The change form clearly and accurately tells its purpose using the General and Attributes pages.

    • The Custom attributes, if any, are correct.

    • All affected parts and documents are listed on the change's Affected list, and their releasing and canceling states are correct.

    • All responsible groups are listed on the Reviewers list with the correct review selection (Must act or Can act).

    • The appropriate observers are listed on the Observers list.

    • File attachments, if necessary, are listed on the Files list.

  2. After your review is complete:

    If you've edited an item on the change form's Affected list, save or close it before routing the change.

    When you select Route for Approval, you may see a Processing Error window. See the Fix change form routing errors help topic.

    • If you're satisfied with the change form, route it to the group reviewer(s): Process ➔ Route for Approval; or

    • If the change requires corrections, then (a) update the change form as needed, or (b) return it to the originator: Process ➔ Return to Originator; or

    • If it's no longer necessary, cancel the change form: Process ➔ Cancel Change. The change can be deleted by selecting Remove Object from the Item menu.

When a routed change form is returned to the Submitted or Originated state, it contains information on who approved and disapproved the change. Previous reviewers' name and response will be cleared when the change form is again moved into the Routed state.


Help Guide Contents [as PDF]