1. TRW Automotive December 09 Visit www.ptc.com
19-Apr-17
Engineering Change Request System {WCRS} Released in the Windchill Environment User Training and Reference Manual
Windchill 6.0 provides additional reporting capabilities associated with the new product centered approach to configuration management.
TRW Automotive
December 09
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2. Topics Introduction & Overview / Task Driven System
WCRS Access, Navigation, Setting User Profile
Worklist, Search, Personal Calendars, Reassign, BOM View
Part Master / Summary of all Part Data
Review and Approve
Change Issues
Document Creation
Part Generator / Clipboard
Deviation, P&R & GI
IPD (Internal Plant Document)
Engineering Request Documents
Technical Support

3. Our Global electronic system is called WCRS (Windchill Change Request System), within the system we process various documents used to summarize all information that pertains to that document type. A document creator may modify data while the document remains in Create state.
ERD - Engineering Request Document authorizes the release of procedures, production and prototype drawings. Gathers customer, functional group and plant approvals. Identifies all impacted facilities and authorizes BOM activity. Requires addressing service, engineering tests, DFMEA, global and other issues.
DEV - Deviations provide authorization for variances from the acceptable production intent on design, testing, shipments, bill of material (part replacement to prevent obsolescence or support availability), rework, part traceability, PPAP, recall and other conditions that do not meet production standards
P&R – Process and Routing documents are used for supplier tool moves, line moves, tool refurbishment and component PPAPs. They describe and authorize a permanent change to a process and facilitate PFMEA and Control Plan document updates due to design change.
GI - General Information notices are used for documentation, notification and confirmation of various engineering activity.
CI – Change Issues are documents used for information gathering and soliciting responses from selected individuals, providing documented posted and response dates. Responses can be used to support engineering decisions or represent concurrence from collegues.
IPD – Internal Plant/Department Documents are used for the notification and releasing of plant or department specific documentation. Very automated and simple to use.

4. Engineering Part Release Process
Note: A Change Issue can be used to gather and assemble engineering information prior to the initiation of an ERD.
Essential Steps:
All Parts Released in ERD and Notification made
ERD Approval of Proposed Changes
Drawings Completed and Registered (ERD Release)
Part Utilization in Affected Mfg plants
Global notification and access to BOM information
Continued

5. Engineering Part Release Process Improvements Continued

6. WCRS Connection Information How To Request a User ID / Reset Password
Complete prior to first use in system.
NOTES:
Internet pop-up blocker must be off.
If you do not have a user ID your manager can request one online.
If you have forgotten your password you can request a reset.

7. WCRS Home Page Setting User Profile
From the Home Page, select My Profile
Select Change User Preference
FACILITY AND FUNCTION
prior to using the system.

8. Setting User Profile
Select Facility from Change Facility Drop Down List (i.e. Plant)
Select Function from Drop Down List (i.e. Job title)
Change Password Utility
(People Soft ID
Or Address)

9. Worklist, Search, Personal Calendars, Reassign, BOM View, ENG Part List

10. The Worklist supplies each user with “tasks” that allow the user to complete the activity indicated (varies with each document).
Manage Layouts allows user to customize worklist, see next slide.

11. Accessing the Worklist Changing worklist layout
The Manage Layouts feature allows the user to change the way tasks are displayed in their worklist. Each column shown above can be sorted or grouped. *Note: the recommended Default for WCRS users is as Shown above and results shown below.

12. Personal Calendar Delegate Task – used with a known time of absence
The calendar allows the user to delegate tasks on indicated days.
User may look up another users calendar.
Calendar will show users working days &
If tasks will be assigned to a different user.
Select days to delegate tasks, click delegate.
Select User from list and click OK button.
All tasks assigned on that calendar day will be reassigned to the indicated user. (New users name will now be written on that calendar day.)

13. Reassigning Task If you receive a task meant for someone else, or if you need a colleague to address your task, you can forward to the correct individual
Check the “Work Item Selector” box and select the Reassign button.
Select User to reassign to, and click Submit, task will delete out of your worklist.
The approval page of the document will show user 1 reassigned to user 2.

14. GroupWise Task Notification
To access the worklist from your notification select the “HERE” link
NOTE: See Engineering Systems web page for how to remove unneeded notifications from your .

15. Example Task
A Task is sent to a users worklist based upon their role in the Work flow. For example, when a user creates any type of CRS document, a task will be sent to that users worklist. The Instructions indicate their next actions
The CRS document “ERD”, is accessed through a Link in the Task
You may enter Comments that will appear in the Task that is sent to the next user in the workflow, and on the document Approval screen.
An ‘OkToTool/Advanced Release’ selection will need a Checker and a PRA Admin. Just the PRA Admin for a ‘Standard Release’ selection. PRA Admin is the only mandatory selection, see task instructions.
A Create Review Team (management) may be selected to review the document before PRA action.
Additional Creator Team may be added for collaboration.
Other approval selections are optional and subject to additional or local notification procedures. See task instructions.
Selecting Task Complete continues the workflow for a newly created document.

16. Example Search with Results
Example search results for all Released ERDs originating in Aschau.
Search options include:
ERD
DEV PR GI CI
DOC
Part
Etc.

17. Example Search Results
Search on Part will give you results as shown below:
Link to Part Master

18. View BOM from SAP / Maxcim
From the WCRS homepage, select WCRS, “View OSSNA BOMs”.
Type the part number, select site/plant, effective date and click single level or indented BOM query.

19. Example of Single Level BOM Query from SAP

20. Part Master

21. Part Master
Link will display all pending and released EAR’s for this part number.
Link to all registered drawings (markups, released, etc.)
Current version for this release.
Latest released version of this drawing.
Affected Platforms
Pending revision to this part number with ERD number & state..

22. 19-Apr-17
Change Issue
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23. System Overview Informal information gathering tool – CI workflow
Many uses exist for this tool. The routing, sharing, concurrence, gathering of information can easily be acquired through this workflow and available for decision making or use as an attachment to an ERD.
When reviewers have responded or a Maximum of 10 working days, the Change Owner will receive another task summarizing the reviewer responses.

24. Creating a Change Issue
19-Apr-17
Creating a Change Issue
A Change Issue is an informal document, that can be used for:
Gathering ideas
Obtaining, Attaching or Sending files
Attaching to a WCRS Document when beneficial
Select WCRS from the menu bar.
Select Create CI – Change Issue.
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25. Creating Change Issue, cont.
Complete all fields on Request screen and Save. Fields flagged with “*” are required.
Click Save
For attachments select Browse to locate file, when finished adding files, select Complete.
Link to add attachments
Continued

26. Creating Change Issue, cont.
By selecting Worklist from Change Issue you would view as below
Select link to launch into task.
OR:
Task can be accessed via Groupwise notification
Select link.

27. Creating Change Issue, cont. This is the Change Issue Task
Link to view Change Issue
To add Program Manager or Reviewers, select Add Users button. Search for users, select and click Add. Multiple users may be selected from this window. Once finished, select OK.
Select from available options.
Perform Review (send to Reviewers) or to Program Manager.
Select Task Complete

28. Completing a Change Issue
Once the Change Owner accepts the final task, the Change Issue will move to ‘Completed’ State. Once a Change Issue is complete, it may be attached to an ERD as supporting documentation if needed. A Change Issue may only be attached to one ERD.

29. 19-Apr-17
Part Generator
The HTML based product structure viewer has been enhanced in Windchill The new viewer has more user friendly functions, has been enhanced to accommodate new functional areas and allows users to trace more links to related information.
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30. Part Generator
From the Windchill home page, select WCRS from the menu bar on the left. Select Part Generator.
You have the option to create TRW Part Numbers, Non-TRW Part Numbers or Engineering Document numbers i.e. specs, procedures.

31. Part Generator
Select from pop-up window Part Description & Commodity Code. All fields except for Part Ref. Desc are req’d.
All Part or Document Types can be selected from this field
Additional descriptive text that can be searched.
Inj. Mold Plastics - IRS
The Clipboard will store all parts that you have previously created. You have access to edit parts which have not been used.
Select Number of Parts to Generate and select Create Part(s).

32. Updating/Viewing Parts Created Parts – The Clipboard
Part Generator will automatically pull a CV & DV part. Select the links to view the part master. The update link will allow you to change any information if necessary.
Example clipboard.

33. Engineering Request Documents, Creation and MU Example

34. Engineering Request Document Create
From the Windchill home page, WCRS menu, select Create ERD.

35. Engineering Request Document Request Page
Complete all required fields (*) and click Save.
Documents/Drawings for Release:
Any document to be released within the ERD.
User Reference Documents:
Attachment added as supporting documentation.
Change Issue:
Attach for information from WCRS.
Windchill System Documents:
Any supporting document available from Windchill (i.e. Procedures, etc.)
WCRS will do three things:
assign an ERD number
add the attachment bars
send a task to the creator’s worklist.
Go to Part Details screen.

36. Creating an Electronic Markup in Spicer
Create new layer.
Mark up drawing using tools on left side of screen.
Save (see next page).
To edit a markup drawing, select Layer, Activate. This will allow changes to the same layer.
New Layer
Line
Arrow
Circle
Text
**Include ERD#, revision, your name, and date in revision column Mark-up note. If ERD is Advanced Release or OK to Tool, also note on drawing.**
Highlight
Dimension
Select
Move/Resize

37. 6. File type should be Spicer Document (.smf)
Saving an Electronic Markup
1. File
2. Save As
4. Choose file location. This can be a folder created on your computer
5. Type file name (followed by .smf), use this format
3. Browse
_A01.smf
6. File type should be Spicer Document (.smf)
7. Save

38. Engineering Request Document Create Change Item Detail (Page 1 of 2)
Change Item Type:
Part
Document
Source Selection:
Select from WCRS
Copy from Details already Defined
Generate New Number (Links to Part Generator Master)
Current Part Number:
Either manually enter base number then Tab, or select Search button and enter the base number.
Change Type:
Initial Release
Major Revision
Minor Revision
No Drawing Impact
Obsolete
Program Add (also used as “Plant Add”)
Complete required fields and click Next.

39. Engineering Request Document Part Details – Feature to add charted parts to ERD
Part numbers released on drawing CH _A17
After the chart drawing has been added to the Part Details screen, the user can click the chart drawing select box (A), then click the “Add Described Parts” button (B). This will display all the parts released on this drawing and allow the user to select and update the Change Type for all required parts at the same time (C). Finish button will add them to ERD Part Detail. B A C

40. Engineering Request Document Create Change Item Detail (Page 2 of 2)
USE . . .
Complete required fields, shown in red, then click Finish.
WCRS will then ask if you want to add more Parts.
Yes, will direct you back to Step 1. of the Create Change Item Detail.
No, will close the window and exit the Create Change Item Detail.
After ERD is created, attachments and part details completed, send document forward (to PRA) from the task in your worklist.

41. Example Task
A Task is sent to a users worklist based upon their role in the Work flow. For example, when a user creates any type of CRS document, a task will be sent to that users worklist. The Instructions indicate their next actions
The CRS document “ERD”, is accessed through a Link in the Task
You may enter Comments that will appear in the Task that is sent to the next user in the workflow, and on the document Approval screen.
An ‘OkToTool/Advanced Release’ selection will need a Checker and a PRA Admin. Just the PRA Admin for a ‘Standard Release’ selection. PRA Admin is the only mandatory selection, see task instructions.
A Create Review Team (management) may be selected to review the document before PRA action.
Additional Creator Team may be added for collaboration.
Other approval selections are optional and subject to additional or local notification procedures. See task instructions.
Selecting Task Complete continues the workflow for a newly created document.

42. Engineering Request Document Approval Team Review/Approval
After PRA completes document, approval members can access task through their worklist.
Link to view document.
Recommendation: right click and select Open in New Window.
This allows user to view document and close window vs. clicking back button to task page. From the Request screen, use “Quick Overview” to view the entire document.
Enter comments if desired. Required if placing on hold.
Click Task Complete.

43. Engineering Request Document Part Detail page
Print option allows user to send complete document or sections to printer. Document formatted in new window. From browser, select File, Print. This link is available from all screens within the document
Allows user to view all associated drawings; markup, OK to Tool/Adv Rel, Released;
Eng Part List – Under construciton.
Add/View Related Parts – Available for end item, component or sub-assembly color information.
View Purchasing/Supplier Information – Under construction.
Multilevel BOM Compare – Under Construction
Where-Used – Provides access to the Global Where Used system.
Select boxes allow the user to either view the part detail on this ERD or view the Part Master of the previously released part revision(s). The top select box is a “Select All” box.

44. Engineering Request Document Platform Page
Select links to display platforms associated to that part number. Active part number will be highlighted.

45. Engineering Request Document Approval Page
Approval page will display pending & completed approvals. Plant Facilitator may add approvers as required.
Everyone has the ability to extend an FYI in any state of the document.
WCRS will record and display sent to, sent from, date & comment.

46. Engineering Request Document Tracking
Design approval by engineer. This box will auto fill via task.
Displays Pre-Approvals for OTT/Advance Release ERD’s.
Displays registration date of final drawings.
To be completed by plant personnel.

47. Deviation, GI & P&R

48. Creating a Deviation
From the WCRS homepage, select WCRS from the menu bar. Select Create DEV - Deviation

49. Creating a Deviation
Use this feature if your deviation is to expire and must be extended.
Originator must complete fields with a white background and identified with an asterisk.

50. Creating a Deviation (Part Details)
User must be in Update mode to add/update the part details page. To add parts, click the Add New Details button.

51. Takes you to Part Detail Wizard
Add base part number then tab, OR use Search
Complete the required fields with white background.
Select Finish when complete, the Part Details page will auto fill.

52. Creating a Deviation
Click on Part Number to view the associated plants/platforms.
Active Part number will be Red
Deselect any Unaffected Platforms in relation to this part number.
Note: After you Save, now you have completed user input for the Deviation
From your Worklist, send to PRA for processing

53. Creating a Deviation
Once the deviation is complete, access task via worklist. Choose PRA (Product Release Analyst), Add comments if desired and select Task Complete. This sends your Deviation out for processing

54. Approval Page Date and Comments from user task.
System will display all pending approvals. Hold comments will also appear under Pending Approvals
Completed approvals and comments, if supplies, will appear under Approvals.
Click “Create FYI” to send FYI notification.

55. Deviation – Approval Team Review Task
Access Task via worklist or GroupWise notification.
Review document by selecting link (right click and open in new window)
After review of document enter comments if desired, select Approve or On Hold (comments required if placing the document on Hold) and click Task Complete.

56. Creating a GI
Complete required fields (shown in white), add attachments if desired and select Save.
Note, these instructions also apply to a PR document.

57. **Be sure to select Add Details button to save data.**
Creating a GI
Enter base Part Number and select Check. The system will auto fill all other fields except for Part Summary.
**Be sure to select Add Details button to save data.**

58. Creating a GI
Click on Part Number to view the associated plants/platforms.
Active Part number will be Red
Deselect any Unaffected Platforms in relation to this part number.

59. Internal Plant/Department Documents (IPD)

60. Internal Plant/Department Documents (IPD) Create
An IPD is used to release documents in Windchill.
IPD’s may be used for:
Manufacturing Instructions
Plant documents
Plant drawings
Plant procedures
QC documents
Routing instructions
Service documents
Departmental records / documents
From the Windchill main menu select Create IP document

61. Internal Plant/Department Documents (IPD) Create
Document Categories include OPS Doc, Alert Doc, & CAD Doc.
Your Primary content file will be your main document, any attachments may be added as necessary. Click on the appropriate link to browse files and add to IPD.
Number may be assigned by originator, or if left blank, be a system assigned number (ex. IP000001
A team can be assigned as default according to user needs / document types. (Field can be left blank.)
“*” indicates required field

62. Internal Plant/Department Documents (IPD) Properties Page
Click on the Update link to make changes, add attachments, add carlines, etc.

63. Internal Plant/Department Document (IPD) Platforms Page
In the Update mode, carlines may be added by clicking the Select Platform box, and removed by the remove link.
Platforms may be searched by Customer, Platform ID, or Platform.
Select the Platform by checking the box, and selecting OK.
Upon completion of your Platform Page,
go to your worklist and select reviewers
to send out document for release into system

64. Helpful Hints
Saving your Userid and Password: When entering your USERID and PASSWORD, check the box “save this password in your password list”.
Creating a Shortcut to Windchill: To add an icon to your desktop, log into the application. Once in Windchill, RIGHT CLICK anywhere on the page. Choose the “Create Shortcut” option. The system will tell you “a shortcut to the current page will be placed on your desktop”. Choose “OK”.
To Open Documents in Windchill within the Application the Document was Authored in: Sometimes browsers are configured to open all documents within the browser application. To correct this, your browser must be configured correctly.
Double click on the My Computer icon on your desktop
Choose the “Tools” option (at top of page)
Select “Folder Options”
Select the “File Types” tab (at top of page)
For each document type you access via Windchill:
Scroll to the correct document type (e.g. Microsoft Word Document {doc})
Highlight the document type (e.g. Microsoft Word Document {doc})
Select the “Advanced” option (bottom of page)
De-Select (remove checkmark from) the “Browse in Same Window” option. Press OK to save.

65. Technical Assistance To receive assistance with the use of WCRS
Contact your Local Engineering ECC or WCRS Plant Facilitator. Or
Contact Your Local help desk (24 x 7)