Creating a Change Request from the Document Record

Change requests can be created from the Document record.

  1. From the SmartSolve Portal Page, click the Document Repository tab at the top of the window.
    Result: The document list is displayed.
  2. Click the Document No. of the record from which to create a change request.
    Result: The Document record is displayed.
  3. In the document tree on the left side of the record, click the Changes link.
  4. Click Action > Create Change Request.
  5. Enter information in the following fields:
Field Description

Document No.

Displays the document number.

Document Rev.

Displays the revision of the selected document.

Change Requested By

Zoom to select the user who requested the change request. For additional information on configuration, see Change Requested By. This field defaults to the user who is creating the change request.

Due Date

Zoom to select the due date for the change request.

Priority

Click the drop down arrow and select the priority of the change request. For additional information on configuration, see Priorities.

Organization Unit

Zoom to select a organization unit to which to tie the change request. For additional information on configuration, see Organization Unit.

Product

Zoom to select a product to which to tie the change request. For additional information on configuration, see Product.

Process

Zoom to select a business/manufacturing process to which to tie the change request. For additional information on configuration, see Process.

Plant Area

Zoom to select a plant area to which to attach the change request. For additional information on configuration, see Plant Area.

Description

Enter a description of the change request.

  1. Click the Save button.
    Result: The change request has been added.

See Also

Creating a Change Request

Creating a Change Request from the Portal Page

Viewing the Change Request Detail Record

Searching for a Change Request

Change Request Other Actions

     

 

 
Friday, September 25, 2015
9:37 AM