The first time a document is created it is 'Draft'. Only once the document is sent for acceptance or approval etc will this status be changed and it will never say Draft again in it's life. The Effectiveness Review is optional and should be checked if it is required. Checking this option means that after approval there will be one final step to finally approve. You can change the number of days for Effectiveness review.

Set at least one Allowance in order to filter those persons who are eligible to deal with ECO requests. Use the 'Expediter' Chevron to search for eligible

Make a choice from the Expediter list displayed using the # entries box to expand the number seen if required.  If the name you require is not seen in the list then you will need to contact your Cpro Administrator to assign rights.  First check you have chosen the correct Allowance. Once a name is selected you should click 'Add Selected. Additional Expediters can be selected in the same way.

Choices need to be made for responsible department and the Reason for Change.  Click on each blue underlined topic to make selections

Make appropriate selections and click the chevron to accept.

Make appropriate selections.

Select a priority level and a date when this request needs to be closed. You can use the Calendar button or make your changes manually.  Alert messages will begin in advance of the date you select.  Contact your Administrator to find out this early alert period.

Use the drop down options to select Source of request and Basic Problem type. Only a single selection can be made.  Then enter a Short description of the change requirement.

You can enter a long more detailed description with as much detail as possible and any relevant Additional Information.

Use the 'Attach File' button to browse and attach files.  The 'Manage File Attachments' button is to remove or reorder attachments already there.

If any Notes are created during the life of this request then they will be displayed here with a link.

Using any of the 'Manage Hosted Data' buttons you can associate other records from these modules in Cpro which are appropriate to this request. The 'Manage Associated Items button (1) is to remove or reorder existing associated items.

Use the Chevron to look up indivduals or groups to notifiy once this request is mailed for acceptance and in future once it is approved. Contact your Cpro Administrator if the name you require cannot be found.

Check the box on the right and specify names of individuals who you wish to have authority to read this document.  Once you select names, only those people will be able to open and read this document.

You can now 'Save', 'Save and Close' if you wish to return to this draft later or 'Submit for Acceptance' when you are ready to send this request to the named Expediter.

THIS IS THE END OF 'CREATE AN ENGINEERING CHANGE ORDER'