MANAGE EC IMPACTED FUNCTIONAL GROUPS

Use this screen to identify different functional groups within a company that may be affected by an Engineering Change Notice. You can define these groups, link users or Costpoint Workflow roles and employees to each of these groups, and indicate whether these users should be notified via Costpoint Workflow at various points during the ECN process.

Once you have set up impacted groups on this screen, you can link them to types of engineering changes on the Manage Engineering Change Types screen. The impacted groups will then default into any new ECN that has been assigned that engineering change type. You can then modify the list of impacted groups for that specific ECN.

If you want to use impacted groups to notify users via Costpoint Workflow, you must either link the users to Workflow roles, which are lists of users maintained in Costpoint Workflow, or set up a list of Costpoint users in the Impacted Group Users subtask. You cannot do both.

Set up this screen after establishing the controls and defaults on the Configure Engineering Change Settings screen and before creating ECNs. maintain this screen whenever necessary.

Location

Impacted Group

Enter a unique ID the group that may be affected by the engineering changes. The first character cannot be a space.

Group Name

Enter a name for the group that may be affected by the engineering changes.

Workflow Role

Enter, or click to select, the workflow role of users that you want to notify for this group.

Workflow Notify - ECN Create

Select this check box to have group users notified through workflow if an ECN is created or submitted.

Workflow Notify - ECN Approval

Select this check box to have group users notified through workflow if an ECN is approved.

Workflow Notify - Customer Approval

Select this check box to have group users notified through workflow if an ECN is customer approved.

Workflow Notify - ECN Implementation

Select this check box to have group users notified through workflow if an ECN is implemented.

Workflow Notify - ECN Rejection

Select this check box to have group users notified through workflow if an ECN is rejected.

Impacted Group Users

User

Enter, or click to select, the Costpoint user ID for this impacted functional group. The value in this field must be a valid user ID from the Manage Users screen in Costpoint System Administration.

User Name

Enter, or click to select, the name of the Costpoint user for this impacted functional group.

Employee

Enter, or click to select, the employee ID of the person linked to the group. The value you enter in this field must be a valid employee ID from the Manage Employee Information screen in Costpoint Employee.

Employee Name

This field displays the name of the employee whose ID was entered above.

Workflow Notify

Select this check box if you want to have this user notified through Costpoint Workflow of ECN events. If you select this field, you must select at least one of the Workflow Notify fields for the impacted group.

Active

Select this check box to have this user considered as an active group member.

Title

This field displays the employee's title.

Phone

This field displays the employee's telephone number.

Extension

This field displays the extension of employee's telephone number.