1. Copyright © 2007, Oracle. All rights reserved. Using Change Management

2. Copyright © 2007, Oracle. All rights reserved. Objectives After completing this module, you should be able to: Define and describe PLM Change Management Set Up PLM Change Management Enter issues Enter change requests Enter change orders Perform change object searches Review change reports

3. Copyright © 2007, Oracle. All rights reserved. Agenda Overview of PLM Change Management Setting up PLM Change Management Entering issues, change requests and change orders Performing change searches Reviewing change reports Summary

4. Copyright © 2007, Oracle. All rights reserved. Overview of PLM Change Management Oracle PLM Change Management enables you to centrally set up, track and manage the changes that occur within and outside of your organization. Suppliers Customers Your company

5. Copyright © 2007, Oracle. All rights reserved. Standard Change Management Cycle Identify ideas and issues Analyze and consolidate Create change request and change order Implement changes

6. Copyright © 2007, Oracle. All rights reserved. Issues and Ideas IdeasIssues

7. Copyright © 2007, Oracle. All rights reserved. Change Management and Workflow Change Request Change Order Workflow enabled Identify issue AssignReview Approve or Reject Create Change Order Test and approve Review Create work package Review

8. Copyright © 2007, Oracle. All rights reserved. Change Request Cycle Identify issue AssignReview Approve or Reject

9. Copyright © 2007, Oracle. All rights reserved. Change Order Cycle Create Change Order Test and approve Review Create work package Review

10. Copyright © 2007, Oracle. All rights reserved. Agenda Overview of PLM Change Management Setting up PLM Change Management Entering issues, change requests and change orders Performing change searches Reviewing change reports Summary

11. Copyright © 2007, Oracle. All rights reserved. PLM Change Management Setup Change Order Type: ECO Change Order Name: Motherboard upgrade Change Description: Update motherboard V100450 Revised Items (expanded details) –Motherboard V100450 Action Log Lines (seeded) Attachments (seeded) Change details + + + - Change Order Summary page

12. Copyright © 2007, Oracle. All rights reserved. Change Management Setup Overview

13. Copyright © 2007, Oracle. All rights reserved. Change Management Setup Overview (continued)

14. Copyright © 2007, Oracle. All rights reserved. Change Management Setup Summary

15. Copyright © 2007, Oracle. All rights reserved. Change Management Setup: Codes

16. Copyright © 2007, Oracle. All rights reserved. Seeded Change Categories

17. Copyright © 2007, Oracle. All rights reserved. Change Management Setup: Categories

18. Copyright © 2007, Oracle. All rights reserved. Change Types Change types provide a method to accommodate enterprise- specific business processes, within a classification schema for types of changes within a change category. Change types enable you to configure the following for each change type: Assignee type Attribute groups, attribute group pages Codes, reasons, classifications Workflow Organization policies (only for ECO Types) –Task templates –Propagation rules

19. Copyright © 2007, Oracle. All rights reserved. Header Attributes Issue Type: Design Issue Issue Name: Description: COST (existing region) Actual Cost: COST IMPACT (added as Header Attributes) Estimated cost: Implementation cost: WorkflowImpactReferences Header Attribute group Reference page

20. Copyright © 2007, Oracle. All rights reserved. Line Types and Line Attributes Issues Change Requests Line types and attributes capture Issue and Change Request details

21. Copyright © 2007, Oracle. All rights reserved. Change Management Setup: Header and Line Attributes

22. Copyright © 2007, Oracle. All rights reserved. Task Templates Sequence 001 - Task: Manufacture Assignee type: Person Description: Manufacture part Sequence 002 - Task: Test Assignee type: Person Description: Test part Change Orders

23. Copyright © 2007, Oracle. All rights reserved. Change Management Setup: Task Templates

24. Copyright © 2007, Oracle. All rights reserved. Change Management Workflow Quality manager (Mandatory - Approve) Manufacturing manager (Optional - Approve) Product team (FYI)

25. Copyright © 2007, Oracle. All rights reserved. Management Setup: Workflow

26. Copyright © 2007, Oracle. All rights reserved. Agenda Overview of PLM Change Management Setting up PLM Change Management Entering issues, change requests and change orders Performing change searches Reviewing change reports Summary

27. Copyright © 2007, Oracle. All rights reserved. Issues, Change Requests and Change Orders Issue, Change Request or Change Order type Base attributes Other details –Action log –Lines –Attachments –Dependencies –Reporting references –Cost information –Workflow –People

28. Copyright © 2007, Oracle. All rights reserved. Agenda Overview of PLM Change Management Setting up PLM Change Management Entering issues, change requests and change orders Performing change searches Reviewing change reports Summary

29. Copyright © 2007, Oracle. All rights reserved. Change Search Criteria What is Change Search Criteria? –It is a method that enables customization of search criteria, used in performing an advanced search within a change category How is this performed? –Define search criteria by selecting change category attributes –Optionally specify operators and values Why is this performed? –To enable each user to perform parametric searches

30. Copyright © 2007, Oracle. All rights reserved. Agenda Overview of PLM Change Management Setting up PLM Change Management Entering issues, change requests and change orders Performing change searches Reviewing change reports Summary

31. Copyright © 2007, Oracle. All rights reserved. Change Reports Print Send report ExportFinish

32. Copyright © 2007, Oracle. All rights reserved. Agenda Overview of PLM Change Management Setting up PLM Change Management Entering issues, change requests and change orders Performing change searches Reviewing change reports Summary

33. Copyright © 2007, Oracle. All rights reserved. Summary Issue Change Requests Change Orders Change Management setup Change Management overview

34. Copyright © 2007, Oracle. All rights reserved. Summary In this module, you should have learned how to: Define and describe PLM Change Management Set Up PLM Change Management Enter issues Enter change requests Enter change orders Perform change object searches Review change reports