Contents of the Manage Engineering Change Approval Processes Screen

Use the fields and options to configure the Manage Engineering Change Approval screen.

Identification

Field Description
EC Approval Process Code

Enter a unique code to identify the new approval process.

Description

Enter a description for the new approval process.

Engineering Change Classifications

You can use the check boxes in this group box, if you select the  ECN Class option on the Configure Engineering Change Notice Settings screen.

Field Description
Class I

Select this check box to assign the approval process to ECN Class I.

Class 1.5

Select this check box to assign the approval process to ECN Class 1.5.

Class II

Select this check box to assign the approval process to ECN Class II.

Approver Details

Field Description
Pref Sequence

Enter up to five numeric characters in this field for the sequence number of this approval title step.

Approval Title

Enter, or click to select, a code for the approval title responsible for this approval step. The Approval Title code must be a valid one from the Manage Engineering Change Approval Titles screen.

Project Users

This field displays Y (Yes) if you selected the Check Project Approvers check box in the EC Approval Titles screen, or N (No) if you did not.

Approval Type

This field displays the default Approval Type selected on the Manage Engineering Change Approval Titles screen, indicating whether the approval is electronic (done online using the Approve ECNs screen), by signature (printed on the ECN traveler hardcopy), or both. You can edit this field. Valid options are:

  • Electronic
  • Signature
  • Both

If the Approval Type is Electronic or Both, but no users were set up in the Assign User Approval subtask of the Manage Engineering Change Approval Titles screen, the system displays a warning message.

Customer Approval

You can use this check box when performing customer approvals using the Approval Processes. Select this check box if this approval step represents a customer approval. This is selected by default if you selected the Customer Approval check box on the Manage Engineering Change Approval Titles screen. Only one approval title per process can be designated as a Customer Approval title.

Allow ECN Config Changes

Select this check box to allow approvers to modify ECN configuration data during approval. This check box displays as selected if you selected the Allow ECN Configuration Changes check box on the Manage Engineering Change Approval Titles screen.

Workflow Notify

Select this check box if you want users to be notified of pending ECNs needing their approval via Costpoint Workflow. This check box displays as selected if you selected the Workflow Notify check box on the Manage Engineering Change Approval Titles screen. If no users were set up in the Assign User Approval subtask screen of the Manage Engineering Change Approval Titles screen, or the users' workflow fields are set to N (No), the system displays a warning message.

Allow ECN Changes

Select this check box to allow approvers to modify ECN configuration data during approval. This field displays as selected if you selected the Allow ECN Changes check box on the Manage Engineering Change Approval Titles screen.

Check Org  Security

Select this check box to force the group's users to be tied to the ECN's organization in Org Security. Before selecting this check box, select the Org Security check box on the Configure System Settings screen in Costpoint System Administration. This check box displays as selected if you selected the Check Organization Security check box on the Manage Engineering Change Approval Titles screen.

Check Project Work Force

Select this check box if you want only approvers with an employee ID included on the Project Work Force of the ECN's approval project to be eligible to approve that ECN. This check box displays as selected if you selected the Check Project Work Force check box on the Manage Engineering Change Approval Titles screen.

Class I

Select this check box if this approval title applies to Class I ECNs. This check box displays as selected if you selected the Use for Class I Changes check box on the Manage Engineering Change Approval Titles screen.

Class 1.5

Select this check box if this approval title applies to Class 1.5 ECNs. This check box displays as selected if you selected the Use for Class 1.5 Changes check box on the Manage Engineering Change Approval Titles screen.

Class II

Select this check box if this approval title applies to Class II ECNs. This check box displays as selected if you selected the Use Class II Changes check box on the Manage Engineering Change Approval Titles screen.

Minimum Amount

Enter the minimum ECN cost amount this group needs to approve. This amount cannot be negative. If the Minimum Amount is zero, there is no minimum.

Maximum Amount

Enter the maximum ECN cost amount this group needs to approve. This amount cannot be negative. You can enter up to 999,999,999,999.99 as the maximum amount. If the Maximum Amount is zero, there is no maximum.

Subtask

Subtask Description
Change Types Click this link to open the Change Types subtask, where you can link the approval process to the engineering change types that will use it. This link is active if you select the ECN Type option on the Configure Engineering Change Notice Settings screen.
Link Orgs Click this link to open the Link Orgs subtask, where you can link organizations to this approval title. This button is active if you select the Organization option on the Configure Engineering Change Notice Settings screen.
Users Click this link to open the Users subtask, where you can view the users that can perform the electronic approval for this title.
Users/Projects Click this link to open the User/Projects, where you view the approval users for this approval title and the projects to which they are linked.