Certain rules apply to using change orders with items and lifecycle states, closing a change order, or releasing items with relationships. Follow these rules and best practices for using change orders with items.
Only users with Administrator or Change Order Editor security permissions can affect change orders.
An item can only be associated with one active change order at a time. Once a change order has been closed or cancelled, the item can be associated with a new or a currently active change order.
The Change Order Administrator can make the item editable in all states except Canceled and Closed. The Responsible Engineer can make an item editable in the Work State, changing the lifecycle state. See the next section for more detail.
An Item Editor Level 2 can edit an item associated with a change order when it is in the Work in Progress state except for the following:
If a released item is added to a change order and the Change Order Administrator changes the state of the item to Work in Progress, the item changes to Work in Progress and a new revision is created according to the Bump revision action specified in the Lifecycles rules dialog box. If the Bump revision action is set to None, a new revision is not created.
The state of an item does not change when it is attached to a change order.
After a new revision is created, the Change Order Administrator can change the lifecycle state of the item making the item editable or non-editable by using the Change State command available from the context menu in the Change Order dialog box in the Item tab. The context menu displays the available lifecycle states.
When you close a change order, a Change State dialog displays asking if you want to change the state for assocaited items. You can modify the item states before closing the change order, or simply close the change order without making any changes.