topic Re: Change Notice Template / Implementation Plan / Assignee in Windchill

Change Notice Template / Implementation Plan / Assignee

jbailey — Mon, 11 Mar 2024 13:51:24 GMT

Running into a scenario where I have a process that would have a set group of activities in a change plan that would be assigned to certain known individuals.

I know in the Change Notice template you can create an implementation plan, however users would have to still have to be manually assigned as assignee / reviewer (if applicable).

Has anyone approached this before and have a viable solution? I am not opposed to sub-typing the Change Notice or Change Activity type.

Re: Change Notice Template / Implementation Plan / Assignee

Hari_Vara — Wed, 13 Mar 2024 05:40:44 GMT

Hi,

I think in the CN template itself, you can have the implementation plan templated with pre-determined Context Roles allocated to Assigned and Reviewer. Have you tried pre-casting the Imp Plan with context roles?

The users in the context roles will be notified, and its as usual, who ever picks the task first , typical WF stuff.

I think it can be worth a try.

Best Regards

Hari

Re: Change Notice Template / Implementation Plan / Assignee

jbailey — Mon, 18 Mar 2024 18:23:20 GMT

I looked at that, but I didn't dive too deep yet- figured I would see if anyone else in the community had some practical examples of how they are doing it today.

Re: Change Notice Template / Implementation Plan / Assignee

Florent@BRP — Thu, 17 Oct 2024 17:36:18 GMT

I think the ask is similar to another question, where I replied this: https://community.ptc.com/t5/Windchill/Is-there-a-way-to-set-Change-Task-Asignee-Reviewer-with-template/m-p/978605/highlight/true#M82598

Florent