It is recommended to set up workspace relationships between the workspaces in this template to existing workspaces in the tenant. This enables you to relate change processes to the Items and BOMs workspace to manage their changes and revisions.

See Add Workspace Relationships for more information on workspace relationships.

Workspace relationships for problem reports

Problem reports should be configured to allow Items in the Managed Items Tab:

Workspace relationships for change requests

Change requests should be configured to allow Items in the Managed Items Tab:

Workspace relationships for change orders

Change orders should be configured to allow Items in the Managed Items Tab:

Workspace relationships for change tasks

Enable users to attach the results of change tasks in the References tab by selecting the possible target workspaces for the Relationships Tab: