Managing engineering document

Select the “Manage Engineering Document” activity under the “Engineering Document” business component.

The “Manage Eng. Document” page appears.

Select one of the following radio buttons in the header in the search section in the left pane:

Eng. Doc. / MCR

Select this radio button to retrieve engineering documents and MCRs in the tree

This radio button appears selected, by default.

MCR

Select this radio button to retrieve the MCRs.

Eng. Doc.

Select this radio button to retrieve the engineering documents.

Note: If an MCR has an Eng. Doc. # reference, the system retrieves the corresponding Eng. Doc #. . If an Eng. Doc. # has a related Eng. Doc., the system retrieves the corresponding Eng. Doc.

On selecting various radio buttons, the system displays the records in different status in different format. This is explained in the below table:

Radio button selected	Records retrieved	Display Format in tree
Eng. Doc. / MCR	Fresh MCRs with Source Doc Type 'MCR Processing status' set as 'Fresh' as defined in the “Common Masters” business component.	Eng. Doc. # / Revision # :: Eng. Doc Description :: Eng. Doc. Status ~ MCR # / Revision # :: MCR Description :: MCR Status
	MCRs in Confirmed status
	Eng. Doc # in “Fresh” and “Released” status.
Eng. Doc.	Eng. Doc # in “Fresh” and “Released” status.	Eng. Doc. # / Revision # :: Eng. Doc Description :: Eng. Doc. Status
MCR	Fresh MCRs whose Source Doc Type has 'MCR Processing status' as 'Fresh' as defined in the “Common Masters” business component.	MCR # / Revision # :: MCR Description :: MCR Status
MCR	MCRs which are in “Confirmed” and “Processed” status.	MCR # / Revision # :: MCR Description :: MCR Status

Note: The system retrieves only those MCR and Eng. Docs for which the current employee is assigned for the given date as defined in the “Assign Employee” page.

Search Input

Enter the following:

Search Document

Enter any one of the search parameters like MCR #, Eng. Doc #, Applicability, ATA #, A/C Reg #, Model #, Part #, Serial #, Component # and Eng. Doc. subject or MCR Subject, Nose # or Ref. Doc. # to retrieve the Engineering Documents matching the search input, in a tree structure.

All the search parameters except MCR #, Eng. Doc # / Eng. Doc. subject / MCR / MCR are applicable for both MCR and Eng. Doc.

Click the “Search” pushbutton or press ‘Enter’ key

On search, the matching records are displayed in the tree, based on the selection of the radio buttons ‘Eng. Doc. / MCR’, ‘MCR’ and ‘Eng. Doc.’. The search also retrieves components from the Impact Assessment documents for which advanced part effectivity has been defined on the basis of the chosen MCR or MCR associated with the EO if the process parameter "Update impacted components from impact assessments to PCR on creation of PCR" under the entity Eng. Doc. Type and the entity All Eng. Doc. in the Define Process Entities activity of Common Master set to 1 for Yes.

Tree Structure

On search, the system displays the matching MCR and Eng. Doc. records in a tree structure with the folder ‘Engineering Mod’ as a parent node, based on the selection of the radio buttons. MCR and Engineering document are identified by different icons. A ‘Clip board with gear’ ‘’ indicates Engineering document. A simple clipboard ‘’ indicates MCR document. The records are displayed along with the Revision # concatenated with the respective MCR / Eng Doc. Description, either in alphabetical order or in ascending / descending order of Effective From Date, based on the process parameter defined for the Entity Type 'Eng. Doc Type' under the Entity ‘—All Eng. Doc—‘ in the “Common Master” business component. Example:

Right Pane – Header

The system displays the following fields in the header in the right pane:

Eng. Doc. # / Rev. #	The code identifying engineering document / revision number of the engineering document.
Applicability	The applicability of the Eng. Doc. #.
Status	The status of the engineering document, which could be “Fresh”, “Released”, “Revised” or "Cancelled".

The system displays the following icons in the header:

a. - This icon indicates that the document is ‘Pending for Authorization’.

b. - This icon indicates that the document is ‘Authorized’.

Note: If authorization is not required no icons are displayed.

Select one of the following radio buttons:

Note: By default, on launch of the page, ‘Create’ button appears selected and “Edit” and “Revise” buttons are disabled. The screen is switched to ‘Create’ / ‘Edit’ / ‘Revise’ mode, based on the status of the Eng. Doc. # / MCR selected in the tree.

Create	Select this radio button to create an engineering document. On selecting an MCR document in the tree, the ‘Create’ radio button is selected by default, to facilitate creation of engineering document.
Edit	Select this radio button to edit the engineering document. You can edit the released engineering document without revising, based on the options set in “Common Master” business component. On clicking an engineering document in “Fresh” status, the relevant data are transferred to the left pane and ‘Edit’ radio button will be defaulted.
Revise	Select this radio button to revise an engineering document, irrespective of the option setting. On clicking an engineering document in “Release” status, corresponding data gets transferred to the left pane, and the ‘Revise’ radio button is defaulted.
View	Select this radio button to review the engineering document. On clicking an engineering document in “Release” status, corresponding data gets transferred to left plane also and ‘Release’ radio button will be defaulted. No transactions are permitted in this mode.

Viewing Engineering document details

You can view the engineering document details based on the user mapping. When the user mapping is only for the “Manage Engineering Document” activity, the ‘View’ radio button appears alongside the Create / Edit / Revise buttons. In this mode, you can create / edit / revise / view the engineering document.

When the user mapping is for both the “Manage Engineering Document” activity and “View / Manage Engineering Document” activity (Dummy activity), only the ‘View' radio button appears. In the view mode, only the ‘Eng. Doc.’ radio button is enabled. The tree displays all the Eng. Doc. irrespective of the status.

Progress bar

A progress bar is displayed to indicate the completeness of data entry. The progress bar is displayed in two colors:

Green – Indicates that mandatory data has been entered.
Orange – Indicates that mandatory data has not been entered.

To proceed further

Select the “Main” tab to create / edit revise an engineering document.
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.

Record Statistics

The system displays the following in the Record Statistics group box:

Created By	The name of the user who created the engineering document.
Created Date	The date on which the engineering document was created.
Last Modified By	The name of the user who last modified the engineering document.
Last Modified Date	The date on which the engineering document was last modified.

Links in left pane

Select the following links in the left pane:

Select the “Process Change Request” link to process the change request.

Note: This link is disabled on launch of the page.

Select the “Initialize Eng. Doc. Schedules” link to initialize engineering schedules.
Select the “Edit Configuration Change Details” link to enter the configuration change information for the Engineering Document.
Select the “Confirm New Parts Requirements” link to specify the new parts that are required for executing the Engineering Document.
Select the “Plan Material Requirements” link to specify the parts for which the purchase request must be generated.
Select the “Authorize Engineering Document” link to authorize the engineering document.
Select the “View Authorization Status Log” link to view the authorization status log.
Select the “Release Engineering Document” link to release the engineering document.
Select the “Edit Eng. Notes” link at the bottom of the page to modify the additional notes for the engineering document.

Note: The above link will be available only till the engineering document is in the Fresh status. After the release of the document, the “View Eng. Notes” link will be available.

Select the “Upload Documents” link at the bottom of the page to upload documents.

Refer to the topic “Object Attachments” online help for more details.

Select the “View Associated Doc. Attachments” at the bottom of the page to view information regarding the associated document attachments.

Refer to the topic “Object Attachments” online help for more details.

Select the “View MCR Processing Details” link to view the MCR processing details.

The system displays the following links in view mode:

Select the “View Process Change Request” link to view the process change request details.
Select the “View Configuration Change Information” link to view the configuration change details.
Select the “View New Part Requirements” link to view the new part requirement details.
Select the “View Material Plan Requirements” link to view the material plan requirement details.
Select the “View Authorization Status Log” link to view the authorization status log.
Select the “View Notes” link to view the notes information.
Select the “View Associated Doc. Attachments” link to view to information regarding the associated document attachments.

Refer to the topic “Object Attachments” online help for more details.

Select the "Manage Task Cards” link to manage the task cards created in the third party application.

Note: The “Manage Task Cards” link is applicable only for Create, Edit and revise modes.

Refer to the “Task Card Publisher” online help for more details.

Select the “Edit Customer List” link to update the details of customers associated with the MCR #/Revision # referenced to the engineering order in the Create / Edit / Revise mode.
Select the “View Customer List” link to view details of customers associated with the MCR #/Revision # referenced to the engineering order in the View mode.