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Improve Windchill Change Notice Usability

Improve Windchill Change Notice Usability

Please make the Windchill Change Notice experience easier and more intuitive so more companies can start using the powerful Windchill Workflow capabilities. Enhancing the Change Notice Templates and out of the box emails would be very helpful so people companies don't have to create custom workflows as often. See images below.

 

Windchill Workflow 1.pngWindchill Workflow 2.pngWindchill Workflow 3.pngWindchill Workflow 4.png

4 Comments
Peridot

@lhoogeveen 

Many of these concepts are supported today - rather than try to address item by item might be easier if you PM me and we can setup a call

These include:

  1. Defining roles/participants for tasks and preventing them from being changed can be configured using Teams and Resource pools.  The Multiple Assignee/Reviewer gives you much more flexibility here, even for a single select (unless you want a wide open single select)
  2. Defining which task types need or don't need reviewers can be controlled via type mgmt
  3. Hyperlinks in Description fields (Rich text attributes since 11.1)
  4. Change Notice number can be added to the Task List as well as other PBO and related object attributes.
  5. The workflow Instructions and Descriptions are areas that can be configured for your organization to easily set for your needs.
  6. Agree that the email notification needs work for sure.  There is some configuration available here - I will update a link for that later.
Emerald I

@JeffZemsky,

Would it be possible to do a demonstration/presentation showing how to take an out-of-the-box system to one configured to work like @lhoogeveen is requesting?  Maybe at the PTC/USER winter event or in an online format?  I think there are a bunch of us that could benefit from seeing how this is done.

@JeffZemsky  That's exciting to hear that a lot of the functionality already exists! I'm more than happy to have a call with you and Tom about this this but I also agree with @TomU... there's a lot of people/companies that would benefit from seeing this list you mentioned. I think an online format would help the most people - a webinar that gets recorded/posted to YouTube would be super helpful. Maybe even a whole series for Change Requests, Promotion Requests, etc. Maybe we'd get some good ideas for how to make the out of box experience better and easier to get going - which was a significant part of this idea.

 

Sometimes PTC makes support articles summarizing different resources about a topic. Do you know if there's something like this for Windchill Change Notices or Change Management?

Peridot

@TomU - great idea.  With Windchill 11.2.1.0 content coming soon and then the PTC/USER Forum coming up an early February target for a webcast would be a good timeframe.