Prior to execution of Change Management, there needs to be some configuration performed.  Follow these steps to configure your way to using Change Management in EZ-MES.  

If you would like to watch video tutorials on this please click the following link:

Video Help - Configuration Management Part 1 of 2 [Configuration]

 Video Help - Configuration Management Part 2 of 2 [Execution]

Create an Event, Trigger and Action

Create an Event

To begin this you will need to first Create New Event Definition. This Event Definition should have the following values:

• Event Name: Move to Active
• Event Type: Configuration Management
• Allow Manual Fire: false
• Repeat:: Does not repeat
• Do Not Check on Time Loop:: true

Create a Trigger and Add it to the Event

You will now Create New Trigger and then Add Trigger to Event.  Because we will use a Done String Formula of 'true', the Trigger will fire immediately without any other checks being made.  

This Trigger will have the following values:

• Trigger Name: True
• Done String Formula: true

Create and Add Action to Event

You will now Create New Action followed by Add Action to Event. This Action will change the Status to Active.

This Action will have the following values:

• Action Name: Move to Active
• Action Type: Server State Change
• Change Status To: Active

After adding both the Action and Trigger to your Event you can now change the Event Status to Active.  

Additional Events

Due to the nature of configuration Management you may need additional Events that handle 'Move to Pending' and 'Move to Archive'.  This can be done by simply cloning the First Action Created and also Cloning the orginal Event as well.  The Trigger can be re-used on each cloned Event.

Cloning Actions

Take the following steps to clone your original Action.  There should be an Action for each of the following Status:

• Change Status To: Pending
• Change Status To: Active
• Change Status To: Archived

Cloning Events

Take the following steps to clone your original Event.  There should be an Event for each of the following Status, make sure to rename the Event to match the attached Action:

• Change Status To: Pending
• Change Status To: Active
• Change Status To: Archived

To make a very simple Change Flow, take the following steps.

Create 'Make Change' Flow Definition

1. Open Configuration Desktop
2. Click on Flow Definition Icon
3. Click 'Make a New Flow Definition' icon
4. Fill out the required fields (sample below)

• Name: Change Order Work Flow
• Flow Definition Number: CO-01
• Revision: A
• Flow Definition Type: Make Change
• Part State When Active: Pending
• Part State When Done: Released

Create the Step Definition

This example will be single step Flow that will assign a Change Order Number.  Afterward it will approve the Change.

Create a new Step Definition

Create New Step Definition with the following values:

• Name: Approve Change
• Operation Number: CO-01
• Revision: A

Create an Name-Value for the Step Definition

Create a Name Value Unique ID for the 'Approve Change' Step Definition using the following settings.

• Name: ECN ID
• Value Type: Unique ID
• Auto Generate: true
• Auto Execute: true
• Syntax: L{ECN-}N{3}

After completion of this you may now move the Step Definition to the Active state

Add Step Definition to Flow Definition

Now you are ready to add your 'Approve Change' Step Definition to your 'Change Order Work Flow' Flow Definition. 

After the Step has been added to the Flow Definition you can also move the Flow Definition to the Active State.

Create Change Definition

The last item that needs to be create a Create a new Change Definition with the following values:

• Change Name: Change Order
• Change Number: CO-001
• Change Rev: A

Execution of Change Flow

In order to execute your new Change Flow follow the instructions on the Change Flow Execution help page.