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Drive approval roles on characteristics of parts, documents, and changes

Drive approval roles on characteristics of parts, documents, and changes

We have a need to have the approval roles (required, optional or preassigned) be determined based off of criteria of the change; what objects are on the change, what site is the change originating from; what states are the objects going to; what plant are the objects for, etc. These are all questions that result in different approvers being needed for the change, such as whether or not regulatory needs to be involved and whether or not distribution specialists need to be added to the change. Having the system determine what roles are needed and which are required vs optional as well as what the resource pool for each of those roles should is a large use case for us and is used by all business processes in Windchill across the company.

2 Comments
rvuta
3-Visitor

We have similar requirements in our system. Based on site impacted by the change and other field values, the approval roles vary.

 

Also, we have requirement to seek approvals from atleast one person in each group (number of groups vary in each role).

olivierlp
Community Manager
Status changed to: Archived

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