Costpoint Online Help

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Contents of the Manage Engineering Change Approval Titles Screen

Use the fields and options to configure the Manage Engineering Change Approval Titles screen.

Identification

Field Description
Approval Title

Enter a description for the group assigned to approve engineering changes. The first character cannot be a space.

Check Project Approvers

Select this check box to require that approval title users be linked to the ECN project in order to approve the ECN.

Default Settings

You can override the fields in this group box during the approval process function.

Approval Limits

Field Description
Minimum Amount

Enter the minimum ECN cost amount this group needs to approve. This amount cannot be negative. If the Minimum Amount is zero, there is no minimum.

Maximum Amount

Enter the maximum ECN cost amount this group needs to approve. This amount cannot be negative. You can enter up to 999,999,999,999.99 as the maximum amount. If the Maximum Amount is zero, there is no maximum.

Approval Type

From the drop-down list, select the type of approval. Valid options are:

  • Electronic: Uses the Approve Engineering Change Notices screen
  • Signature: Prints on the ECN traveler hardcopy
  • Both: Uses both Electronic and Signature approvals.
Allow ECN Changes

Select this check box to allow approvers to modify non-configuration ECN data during approval.

Allow ECN Config Changes

Select this check box to allow approvers to modify ECN configuration data during approval.

Workflow Notify

Select this check box if you want users to be notified of pending ECNs needing their approval through Costpoint Workflow.

Check Organization Security

Select this check box to force the group's users to be tied to the ECN's organization in Organizational Security. Before selecting this check box, select the Org Security check box on the Configure System Settings screen in Costpoint System Administration.

Check Project Work Force

Select this check box to specify you want only approvers with an employee ID included in the project work force of the ECN's approval project to be eligible to approve that ECN.

Customer Approval

Select this check box if this approval step represents a customer approval. If you select this check box, any applicable ECNs will require customer approval when this approval title is assigned to an approval process on the Manage Engineering Change Approval Processes screen.

Note:

You can establish a link between an approval process and a system workflow in Costpoint Workflow (under the Others folder) so that, when you initiate the workflow case, for example, the system sends a message to the next approver's user ID when the ECN Status is changed to I (In Approval) on the Manage Engineering Change Notices screen. Be sure to check with your Costpoint Administrator or Consultant regarding establishing additional workflow settings in Costpoint Workflow.

Use for Class I Changes

Select this check box if this approval title applies to Class I ECNs.

Use for Class 1.5 Changes

Select this check box if this approval title applies to Class 1.5 ECNs.

Use for Class II Changes

Select this check box if this approval title applies to Class II ECNs.

Approver Details

Field Description
Pref Sequence

Enter up to four digits to specify the order of preference for the approver.

User ID

Enter, or click to select, the Costpoint user ID of the person doing the online approval. This field must contain a valid user ID from the Manage Users screen in Costpoint System Administration.

User Name

This field displays the name of the person whose ID you entered in the User ID field.

Employee

Enter, or click to select, the employee ID of the person responsible for approving ECNs. This field must contain a valid employee ID from the Manage Employee Information screen in Costpoint Employee.

Approver Name

This field displays the approver's name for the ID entered in the Employee field.

Title

This field displays the approver's title.

Phone

This field displays the approver's telephone number.

Extension

This field displays the approver's telephone extension.

Minimum Amount

Enter the minimum amount that this user can approve. This editable field displays the Minimum Amount from the approval title. If you enter an amount greater than the value on the Approval Title, a warning message displays.

Maximum Amount

Enter the maximum amount that this user can approve. This editable field displays the Maximum Amount from the approval title. If you enter an amount that is greater or less than the value on the approval title, a warning message displays.

Active

Select this check box if this approver is currently active for approval purposes.

Workflow Notify

Select this check box if you want this user to be notified about an ECN pending approval via Costpoint Workflow.