Creating / editing / revising engineering document

In this tab, you can create an engineering document with or with out Maintenance Change Request (MCR) number. On creation of engineering document, if the primary MCR does not have any Process Change Request (PCR) document, system creates a PCR in Confirmed status. The status of the MCR is changed to “Processed”.

The 'Main" tab appears by default, in the “Manage Eng. Document” page.

MCR details

The system displays the following in the “MCR Details” section:

Note: This section is enabled only when the “Create’ radio button is selected.

MCR # / Rev #

The code identifying the Maintenance Change Request (MCR) number / revision number of the MCR.

This field is hyperlinked to display the MCR details.

Subject

The textual description of the MCR.

Doc. Issue Date

The issue date of the MCR.

Enter the following document details:

Eng. Doc. #

A unique number identifying the engineering document (Alphanumeric, 16). Mandatory.

Eng. Doc. Type

Use the drop-down list box to select the Eng. Doc. Type. Mandatory. The system lists the user defined "Document Types" in “Active” status for the Document "Eng. Doc Type" in the “Configure Document Attributes” activity of the “Common Master” business component.

If a default 'Eng Doc Type' is defined for the for the selected 'Source Doc Type' in the “Common Master” business component, the system considers the Default Eng. Doc Type as the 'Eng. Doc Type' for the Eng. Doc # generated.

The system leaves the field blank by default.

Num. Type

Use the drop-down list box to select the numbering type in which the engineering document number must be generated. The system lists all the values defined in the “Create Numbering Type” activity of the “Document Numbering Class” business component for the “Engineering Document” transaction, and which are valid for the current date in alphabetical order.

For MCR, the system identifies the Eng. Doc Type for the Source Document Type defined in the current page. The Numbering Type defined for this Eng, Doc. Type in the “Configure Document Attributes” activity is defaulted here.

For Eng. Doc. the system defaults the Numbering Type defined for the Eng, Doc., in the “Configure Document Attributes” activity.

Note: The ‘Eng. Doc #’, ‘Eng. Doc Type’ and ‘Num. Type’ fields are disabled, when the screen is in ‘Revise’ mode i.e. ‘Revise’ radio button is selected.

ATA #	The ATA chapter on which the engineering document must be executed (Alphanumeric, 16). Mandatory. The ATA chapter number must be in “Active” status in the “Aircraft” business component. Mandatory. Help facility available.
Applicability	Use the drop-down list box to specify whether the engineering document is applicable for an “Aircraft”, “Engine” or a “Component”. Mandatory. You cannot modify the Applicability, if the Effectivity details are available in the “Effectivity” tab. By default, the system displays “Aircraft”.
Mod Status #	The modification status number of the engineering document.
Eng. Doc. Subject	The textual description of the engineering document. Mandatory.
Category	Use the drop-down list box to specify the category of the engineering document. The system lists all the active quick codes description that are of type “Eng. Doc - Category” as defined in the “Create Quick Codes” activity. On creation of Eng. Doc. you must specify the Category, if the ‘Include Category for Numbering Generation’ attribute for the Document ‘Eng. Doc Type’ is set as “Yes” in the “Edit Document Type Attributes” page of the “Common Master” business component. The system leaves the field blank by default.
Effec. from Date	Use the drop-down list box to specify the level at which the From Date is effective. The system lists the following values: Eng. Doc. Level – Specifies the effective date at document level. Maint. Obj. Level – Specifies the effective date at maintenance object level.
	The date from which the engineering document is effective. Note: This field is enabled only if the drop-down value is selected as ‘Eng. Doc. Level’
Source Document Type	Use the drop-down list box to select the type of the source document. The system lists all the ‘active’ MCR document types for which the “Applicable For” is set as "Eng Doc" or "MCR & Eng Doc" in the “Common Masters” business component. On creation of Eng. Doc., you must specify Source Document Type, if the ‘Include Source Document Type for Numbering Generation’ attribute for the Document ‘Eng. Doc Type’ is set as “Yes” in the “Configure Document Attributes” activity of the “Common Master” business component. The system leaves the field blank, by default.
Mandatory?	Indicates whether the engineering change must be effectively executed on the part # - serial # on which the engineering document is applicable. The drop-down list box displays No and Yes. Note: This field displays no value, if the engineering document has no PCR reference. However, if the engineering order was created based on PCR, the field displays the value recorded in the PCR, which you can update here.
Reliability Impact?	Indicates whether the part # - serial # impacted by the engineering change must be taken into consideration for component reliability analysis. The drop-down list box displays No and Yes. Note: This field displays no value, if the engineering document has no PCR reference. However, if the engineering order was created based on PCR, the field displays the value recorded in the PCR, which you can update here.

User Defined details

Enter the following fields in the “User Defined” section.

EO User Defined 1	Additional details on the engineering document.
EO User Defined 2	Additional details on the engineering document.
EO User Defined 3	Additional details on the engineering document.
EO User Defined 4	Use the drop-down list box to select the user defined value. The drop-down list box displays the 'Active' quick codes defined under the quick code type 'User Defined 4' in the Create Quick Codes / Edit Quick Codes screen of Engineering Document.
EO User Defined 5	Use the drop-down list box to select the user defined value. The drop-down list box displays the 'Active' quick codes defined under the quick code type 'User Defined 5' in the Create Quick Codes / Edit Quick Codes screen of Engineering Document.
EO User Defined 6	Use the drop-down list box to select the user defined value. The drop-down list box displays the 'Active' quick codes defined under the quick code type 'User Defined 6' in the Create Quick Codes / Edit Quick Codes screen of Engineering Document.

Execution details

Enter the following fields in the “Execution Details” section:

Priority	Use the drop-down list box to set the priority for the engineering document. This indicates the level of urgency. The system lists all the priority descriptions defined in the “Common Masters” business component, in alphabetical order. On selection of Engineering Document Type, Priority set for same in the “Configure Document Attributes” activity, will be defaulted.
Eng. Doc. Class	Use the drop-down list box and select the classification of the engineering document. The system lists the following: "Replacement” - Select this option to indicate that the engineering document is generated for replacement of part. “Retrofitment” - Select this option to indicate that the engineering document is generated for servicing the existing part. “Task Improvisation” - Select this option to indicate that the engineering document is generated for revising the existing task details. “Task Schedule Related” - Select this option to indicate that the engineering document is generated for changing the schedule details of the task. “Informative” - Select this option to indicate that the engineering document is informational and need not be executed. The system leaves the field blank, by default.
On-wing?	Use the drop-down list and select the options “Yes” or “No” to indicate whether change can be performed or not when the part is fitted to the aircraft. By default, the system displays “Yes”.
Est. Man Hours	The total man-hours estimated for “Skill” type resources to execute the engineering document (Decimal). Mandatory. A positive value must be entered here.
Est. Elapsed Time	The total time estimated for completing the Engineering Document (Decimal). Mandatory. A positive value must be entered here. Use the drop-down list box provided alongside, to specify the unit of measurement for the time allotted for the Engineering Document. The system provides the options “Minutes”, “Hours” and “Days”, and sets the field to “Days” by default.

Other Details

Enter the following fields:

Background	The textual description of the background information such as the prerequisites for the current change.
Reason	The textual information detailing the reason for which the engineering document has been created.

To proceed

Enter the following:

File Name

The file name of the document attached to engineering document.

Help facility available.

Click the “Save” pushbutton to create / modify / revise the engineering document details.

Note: Process Parameter dependency on retrieval of search results: If the process parameter "Enable Part level MCR / EO processing?" defined under the entity type Eng. Doc, Type and the entity “All Eng. Doc Types” is set as 1 for Yes in the Define Process Entities activity of Common Master, the search retrieves only those parts that satisfy advanced part effectivity but currently have no serial #.

The system performs the following on saving the engineering document:

On saving the engineering document in ‘Revise’ mode, the system:

Updates the status of the engineering document as “Fresh”.
Updates the Authorization Status as:

- “Pending Authorization” if If 'Authorization Rule' is defined for the 'ATA # - Eng. Doc Type'.
- “Authorization Not required” if If 'Authorization Rule' is not defined for the 'ATA # - Eng. Doc Type'.
On save without revising the engineering document:

For Eng. Doc Type with 'Numbering Logic' as either 'Manual' or 'Automatic', the system allows the user to modify Mod Status #, Subject, Category, Eff. From Date, Source Doc Type, Priority, Eng. doc class, On-Wing, Est. Man Hours, Est. Elapsed time, Background, Reason and File Name.
For Eng. Doc Type with 'Numbering Logic' as 'Configured', the system allow the user to modify the values in the control such as Mod Status #, Subject, Eff. From Date, Priority, Eng. doc class, On-Wing, Est. Man Hours, Est. Elapsed time, Background, Reason and File Name.

If ‘Create’ radio button is selected, the system generates Eng. Doc. # based on the 'Eng. Doc Type Attributes' defined for the selected 'Eng. Doc Type' in the “Edit Document Type Attributes” page of the “Common Master” business component.

Eng. Doc. Type Attribute set in “Common Master”		Impact
Numbering Logic – Manual		Ensure that a unique ‘Eng. Doc #’ is entered
Numbering Logic - Automatic	'Allow Num Type Change?' set as "Yes"	If 'Numbering Type' is selected, the system generates Eng Doc # based on the selected Numbering Type If 'Numbering Type' is not selected, the system generates Eng Doc # based on the default 'Numbering Type' defined in the 'Eng Doc Type Attributes'
Numbering Logic - Automatic	'Allow Num Type Change?' set as "No"	The system generates Eng Doc # based on the default 'Numbering Type' defined in 'Eng Doc Type Attributes' irrespective of the value selected by the user.
Numbering Logic - Configured	'Allow Num Type Change?' set as "Yes"	If 'Numbering Type' is selected, the system generates Eng Doc # based on the selected Numbering Type. If 'Numbering Type' is not selected, the system generates Eng. Doc. # based on the attributes selected for inclusion of numbering generation and also based on the sequence of its occurrence. The following attributes must be set “Yes” in the “Configure Document Attributes” activity: Include ‘Eng. Doc. Type’ for Numbering Generation? Include ‘MCR # / Rev #’ for Numbering Generation? Include ‘ATA #’ for Numbering Generation? Include ‘Source Doc Type’ for Numbering Generation? Include ‘Applicability’ for Numbering Generation? Include ‘Category’ for Numbering Generation?
Numbering Logic - Configured	'Allow Num Type Change?' set as "No"	The system generates Eng. Doc. # based on the attributes selected for inclusion of numbering generation and also based on the sequence of its occurrence.

Generates a unique Direct Engineering Document # with / without any MCR reference.
On cretaing the Engineering Document, the system flips the radio button from “Create” to “Edit”. The ‘Main’ part of the progress bar dispayed above the tabs, is changed from Orangecolor to Green color.
Creates an engineering doucment with Applicability different from the Applicability of the MCR and vice-versa.
In ‘Revise’ mode, the system revises the engineering document.
When an Engineering document is created with reference to an MCR #, the system updates the following details to MCR reference:

MCR #
Rev. #
MCR subject
Ref. Type as Primary
Associated By / Date as User Name of the user who created the engineering document / date on which the engineering document is created.

Copying details from MCR to Engineering Document

4 If a new Eng. Doc. # is created for the selected MCR #, the system copies the following details from the 'MCR # - Rev #' combination to 'Eng. Doc #':

Effectivity details - The effectivity details are copied, based on the applicability of the engineering document.
Aircraft Effectivity - The models and the tail numbers belonging to the models are copied only if they exist in the “Active” status in the “Aircraft” business component.
Part and Serial Effectivity - The part number and the serial number details are copied. The system copies all the 'active' parts identified in the MCR.

Note: If a process change request exists for the MCR # and process change request # in “Confirmed” status, the system copies the effectivity details from the Process Change Request only if no Engineering document reference exist in PCR. Else, the effectivity details get copied from MCR #.

Conditional Effectivity - Conditional effectivity is copied depending on the conditional effectivity filters. For example, if the conditional effectivity filter is defined as “Parameter flight hours greater than 500”, all the models and the aircrafts or components with flight hours greater than 500, are copied.
Concurrent Requirements - The system copies the Engineering Documents that are already identified as concurrent requirements for the MCR in the “Edit Concurrent Requirement Information” page of the “Create MCR” activity of the “Maintenance Change Request” business component.
Task Details - The details of the task, such as description, time UOM, estimated elapsed time, estimated man-hours, access panels, work area and zone information, piece parts, resources, sub tasks, notes and document references are copied to the Engineering Document.

Note: If the tasks in MCR are defined in the “Maintenance Task” business component, the system copies the details from the same and updates the “Task Classifier” as “Existing”.

If the tasks in MCR are not defined in the “Maintenance Task” business component, the system copies the details from the “Maintenance Change Request” business component and updates the “Task Classifier” as “New”.

Configuration Change details - The configuration change details are copied in the “Edit Aircraft Configuration Change Information” and “Edit Component Configuration Change Information” pages. If the part identifier is “Internal”, the system copies the existing parts and the new parts as defined in the “Part Administration” business component. If the part identifier is “Vendor”, the system copies the existing parts and the new parts as defined in the “Maintain Other Part Nos” activity of the “Part Administration” business component.
The system checks the availability of the existing part in the aircraft configuration or component configuration for which the Engineering Document is applicable. If available, the system copies the respective level code, position code, corresponding part serial number, NHA and corresponding new part against each aircraft or component.
The resource and the tool requirement details are copied to the “Edit Resource Requirement” page.
The kits and the kit composition details specified in “MCR” are copied to the “Edit Part Requirements” and “Edit Kit Part Details” pages.
The Net Change in Weight, Net Change in Moment and the Change in Electrical Load details specified in “MCR” are copied to the Change in Weight, Change in Moment and Change in Electrical Load fields respectively.
The reference documents, publications affected and schedule details are copied to the “Edit References Information”, “Edit Publications Changed” and “Edit Schedule Information” pages for the Engineering Document.

Click the “Cancel” pushbutton to cancel the engineering document.

Note: This pushbutton is disabled, when the “Create” or “Revise” radio button is selected.

The system updates the status of the engineering document as “Cancelled”.

On saving and cancelling the engineering document:

Ensure that Eng. Doc. # and Revision # combination is not in cancelled status.
The system displays an error message, if any concurrent user attempts to modify the actual details of the engineering document.
Enter the following:

Cancellation Comments	Any additional comments for cancelling the engineering document.
Revision Comments	Any additional information related to the revision of the engineering document.

To proceed further

Select the “Effectivity” tab to defined effectivity details.
Select the “Tasks” tab to define task details.
Select the “Schedules” tab to define schedules for tasks in engineering document.
Select the “References” tab to define reference details.
Select the “More Information” tab to record additional details like cost details, warranty details for the engineering document.