EC APPROVAL TITLES

Use this screen to set up individual approval titles, or steps, that will be used to approve engineering change notices. You can assign one or more users to these titles if you want to use online approval ECNs in the Approve ECNs screen. Use the Assign User Approval subtask to designate who can electronically approve this step. After you enter approval title information, you can assign Approval Title Codes to an approval process in the EC Approval Processes screen.

This application is similar to the Requisition Approval Titles screen in Costpoint Procurement Planning where approval titles and users are set up for requisition approval.

Approval Title Code

Enter a descriptive name for the group assigned to approve engineering changes. You can enter up to 15 alphanumeric characters in this required field. The first character cannot be a space.

Check Project Approvers

Select this checkbox to require that approval title users be linked to the ECN project in order to approve the ECN.

Defaults

You can override the fields in this group box during the approval process function.

Minimum Amount

Enter the minimum ECN cost amount this group needs to approve. This amount cannot be negative. If the Minimum Amount is zero, there is no minimum.

Maximum Amount

Enter the maximum ECN cost amount this group needs to approve. This amount cannot be negative. You can enter up to 999,999,999,999.99 as the maximum amount. If the Maximum Amount is zero, there is no maximum.

Approval Type

Use the drop-down box to indicate whether the approval is "Electronic" (done online using the Approve ECNs screen), by "Signature" (printed on the ECN traveler hardcopy), or "Both."

Check Organization Security

Select this checkbox to force the group's users to be tied to the ECN's organization in Organizational Security. Before selecting this checkbox, select the Org Security checkbox in the System Settings screen in Costpoint System Administration.

Check Project Work Force

Select this checkbox to specify you want only approvers with an employee ID included in the project work force of the ECN's approval project to be eligible to approve that ECN.

Customer Approval

Select this checkbox if this approval step represents a customer approval. If you select this checkbox, any applicable ECNs will require customer approval when this approval title is assigned to an approval process in the EC Approval Processes screen.

Allow ECN Changes

Select this checkbox to allow approvers to change non-configuration ECN data during approval.

Allow ECN Configuration Changes

Select this checkbox to allow approvers to change ECN configuration data during approval.

Workflow Notify

Select this checkbox if you want users to be notified of pending ECNs needing their approval via Costpoint Workflow.

Note: You can establish a link between an approval process and a system workflow in Costpoint Workflow (under the Others folder) so that, when you initiate the workflow case, for example, the system sends a message to the next approver's user ID when the ECN Status is changed to "I" (In Approval) in the Maintain ECNs screen. Be sure to check with your Costpoint Administrator or Consultant regarding establishing additional workflow settings in Costpoint Workflow.

Use for Class I Changes

Select this checkbox if this approval title applies to Class I ECNs.

Use for Class 1.5 Changes

Select this checkbox if this approval title applies to Class 1.5 ECNs.

Use for Class II Changes

Select this checkbox if this approval title applies to Class II ECNs.

Users

Select this pushbutton to open the Assign User Approval subtask to specify which users can perform electronic approval for this title.