Add CO Lines and Corrective Actions
Connect/Disconnect CO Action and Object
Explanation
Use the
Change Order/Actions
tab
to register Change Order (CO) lines and actions. A CO can be divided into one or more CO lines, which in
turn can be divided into one or more CO actions. You can register, view, edit, and delete
CO lines and CO actions. You can describe, plan, maintain and follow up on the actions
and steps that must be done to accomplish the change. The upper table is used for
registering information about CO lines, while the lower table is used for registering
information about CO actions.
Generate Details and Actions automatically generates one Change Order Line
and one Change Order Action for each part connection in the Change Requests listed in the
Based On tab.
Prerequisites
The CO must have been created.
System Effects
The CO lines and actions can be followed up and analyzed.
Window
Change Order/General
Related Window Descriptions
Change Order/Actions
Procedure
- Open the Change Order window and query for the CO for which you
want to add lines and actions to, and click the
Actions
tab. Alternatively, you can also select the required CO in the
Change
Orders window. Right click and select Change Order in the
menu, from which you can access the
Actions tab.
To enter a CO Line:
- Create a new line in the upper table and enter a CO Line number.
- Enter a description of the CO line. The information and responsible fields can be
entered either now or later.
- Save the new CO line.
To enter a CO Action:
- Select a CO Line in the upper table.
- Create a new line in the lower table.
- Enter an Action Number, Description, Progress, and a Cause. You can use
the List of Values to select a valid cause.
- Enter planned hours or planned cost as required.
- Save the new action.
- If you want to connect the CO action line to a
project activity where it will report cost and hours to the project, you
need to connect the planned cost or the planned hours you entered to a
project cost element. You can use the List of Values to select an
appropriate cost element.
There are two ways of connecting a CO Action to an object - either via the CO Action or
via the object.
Alternative 1: Connect CO Action and object via the CO Action
- Select the CO Action in the lower table and right click to select the Connect Object
menu option .
- Select the type of object you want to connect in the
Object list in the dialog window. The window will be populated with
the available objects of the selected type.
- Select the required object.
- Click OK. The CO Action is now connected to the object and is available in
Connected Object/Change Actions
from the object.
Alternative 2: Connecting object and CO Action via the object
- Select the object to be connected to the action. For example, to connect an engineering
part revision to a CO action, populate Engineering Part Revision with the
required part.
- Click the Attachments, then select the
Change Actions link.
- Insert a new record and select the CO Number, CO Line, and Action Number.
You can use the List
of Values to select appropriate values.
- Save the changes.
- You can now access the CO directly by clicking on the CO Number field and then
using the standard zoom functionality (Shift + F9). This will open the
Change Order
window.
There are two ways of disconnecting object and CO Action:
Alternative 1: Disconnect object and CO Action via the CO Action
- Select the CO Action in the
Change Order/Actions
tab.
- Select the right mouse button menu option Remove Object Connection.
Alternative 2: Disconnect object and CO Action via the object
- Select the object to be disconnected. For example, to connect an engineering
part revision to a CO action, populate Engineering Part Revision with the desired part.
- Click the Attachments, then select the
Change Actions link.
- Remove the record for the CO you want to disconnect from the object.
- Save.