Activity 2: Complete change tasks

The Change Tasks workspace manages all the change tasks in your site. Change tasks are generated from a change request or change order and capture specific units of work that must be completed to achieve the goal of its parent change process. In this activity, you'll play the part of the mechanical designer who must carry out the design change tasks that have been specified as part of this change order.

• It is assumed that you are performing these tutorials in your production environment. Therefore, we recommend that you read through the relevant help pages and activities so that you know what the result will be before creating or modifying anything.
• A change template is mandatory when creating a change request and change order. Therefore, in order for you to complete this and subsequent tutorials, you must either be given access to create your own change template or use one that someone else has created. The change coordinator must then assist you in completing your tutorials. Speak to your team and administrator to determine the best approach for you.
• The activities in this tutorial assume the chosen change template matches the one created in Admin Tutorial 4.

Prerequisites

Before you can complete this activity, you must complete Activity 1 so that you have tasks assigned to you to complete.

Steps

1. Locate and review your first task: CT-<CO number>-CO01-Update mechanical design.

   • Option 1: Open the change order > Task Planning tab and click the task link in the far-right column.

     

   • Option 2: Open the change order > Schedule tab and click the task in the table.

     

   • Option 3: Open the main dashboard and locate the task in your My Outstanding Work list.

     

     Note: The first task CT-<CO number>-CO01-Update mechanical design is automatically put into the Assigned state. The second task CT-<CO number>-CO02-Drawing update is put into the Planned state because it depends on the first task being complete first.

2. Explore the information that has been entered into the task.

   • Notice that this task is in the Assigned state because it was generated from a change order and already had an assignee (you).

   • Review the information in each section of the main tab.

     

     

3. Work on the task and make the design change.

   1. Click the Workflow Actions drop-down and select Acknowledge.

      

      The task is now in the In Work state.

      

   2. From the Affected Items tab of the task, click the link to the Wireless Speaker item.

   3. From the item's page, click Open in Desktop in the top-right corner.

      

      The item is opened into the Fusion desktop client.

   4. In the Fusion desktop client, make the identified design changes to the Outer Shell and the Wireless Speaker assembly and save your changes.

      Note: For this tutorial, it doesn't matter what design changes you make. You can leave the model as it is if you'd like.

4. Review the history and the properties for the Wireless Speaker and the Outer Shell components.

   • Open the history for the Wireless Speaker. Notice that the first revision is now historical (white triangle).

     

   • Open the properties and notice the state has moved to Working.

     

   • The same should be true for the Outer Shell.

     

     

5. In the Fusion Manage Extension site, mark the task as complete.

   • Option 1: from the Workflow tab, click the Complete Task transition and enter any comments.

   • Option 2: From the Workflow Actions drop-down, select Complete Task and enter any comments.

     

     Note: Workflow action comments are stored in the Comments Log in the Workflow Comments History section of the Change Task tab.

     On the change order, notice that the first task has been removed from the Task Planning tab. On the Schedule tab, the first task now shows as Complete.

6. Complete the second task to update the drawing.

   1. Notice this task is now in the Assigned state because it depended on task CO01, which is now complete.

      

   2. Click the Workflow Actions drop-down and select Acknowledge.

      

   3. From the Affected Items tab of the task, add the Wireless Speaker drawing. Click Add and select the drawing.

      

   4. From the Affected Items tab of the task, click the link to the Wireless Speaker drawing item.

   5. From the item's page, click Open in Desktop in the top-right corner.

      

      The drawing is opened into the Fusion desktop client.

   6. In the Fusion desktop client, update the drawing with the design changes.

      Note: Again, for this tutorial, it doesn't matter what changes you make.

   7. Open the history for the Wireless Speaker drawing. Again, notice that the revision is now historical (white triangle) and the state is Working.

      

      

      

   8. In the Fusion Manage Extension site, mark the task as complete.

      

7. Notice the change order has now automatically transitioned to the Results Review state since all the tasks have been completed. Notice as well that the additional items added to each task have now been added to the Affected Items tab of the change order.

   

8. Set the lifecycle to Revise Production for all items.

   1. Click Edit.

   2. Click Bulk Lifecycle Change.

      

   3. From the drop-down, select Revise Production.

      

   4. Click Update.

   5. Click Save.

      

9. Send the change order for review by the CCB.

   • Option 1: From the Workflow tab, click the Submit to CCB transition.

   • Option 2: From the Workflow Actions drop-down, select Submit to CCB.

     

     This sends the CO to the Change Control Board Review state where the change control board reviews the design changes you made and determines if the items can be released.

Activity 2 summary

In this activity, you completed change order tasks to carry out design changes.