Certain rules apply to closing a change order or releasing files with relationships. Follow these rules and best practices for using change orders with files.
General Rules
- Only users with Administrator or Change Order Editor security permissions can affect change orders.
- A file can only be associated with one active change order at a time. Once a change order has been closed or cancelled, the file can be associated with a new or a currently active change order.
- Change orders do not drive file state changes. However, a change order will prevent certain lifecycle state changes for the file depending on the change order's state and if linked to change order is added as a criteria in the file's lifecycle transition.
Rule for Closing a Change Order
- The change order must be in the Approved state.
Best Practices
- As a best practice, you should add all children to a change order with an assembly. Reviewers and Approvers are notified of all affected files.
- In general, it is useful to add all files affected by a design change to the change order. For example, in Autodesk Inventor, changing a part also changes the parent assembly.