Closing engineering document

This page allows you to select a Engineering Document for closing. Tell me more.

Select the “Close Eng. Doc.” link under the “Engineering Document” business component.

The “Close Eng. Doc.” page appears.

The system displays the following field:

Date Format

The format in which the date fields must be entered in this page. This format is displayed from the "User Preferences" business component based on the login user ID. In case the format is not defined, the system displays the date format from the “Enterprise Modeling” business component by default.

Enter the following in the “Search Criteria” group box, to search for a engineering document. Data entry in the following fields is optional:

Source Doc Type	Use the drop-down list box to select the type of the modification document or the source document of the engineering document to be closed. The system lists all the values defined in the "Create MCR Document Type" activity of the “Common Masters” business component. Leave this field blank, if you wish to retrieve engineering documents irrespective of the source document type.
Eng. Doc #	The engineering document number in which the details are to be modified (Alphanumeric, 18). You can enter the number in full or specify it partially using the “*” character. The system lists all the engineering document numbers that are similar to the values entered here.
User Status	Use the drop-down list box to select the user status of the engineering documents. The system lists all the user statuses of type “Eng. Doc. - User Status” that are defined in the “Create Quick Code” activity. The system retrieves all the engineering documents that are in the user status specified here. Leave this field blank, if you wish to retrieve the details of the engineering document irrespective of the user status.
Eng. Doc. Type	Use the drop-down list box to select the Engineering Document Type. The system lists the user defined "Document Types" in “Active” status for the "Eng. Doc Type" in the interacting “Configure Document Attributes” activity of the “Common Master” business component. The system leaves the field blank by default.
Exe. Type	Use the drop-down list box to select the execution type. The valid options are “Major” , “Minor” and Blank. The system displays ”Blank” by default.
Process Ref. #	The process reference number applicable for a MCR # and Revision # combination (Alphanumeric, 40).

MCR #	The number identifying the MCR for which the engineering document must be retrieved. You can enter the number in full or specify it partially using the “*” character. The system retrieves all the engineering documents that are created for the MCR number similar to the value entered here.
ATA #	The ATA chapter on which engineering document was created (Alphanumeric, 16). You can enter the number in full or specify it partially using the “*” character. The system retrieves all the engineering documents containing ATA chapter number similar to the value entered here. Leave the field blank to retrieve the all the engineering documents irrespective of the ATA chapter number.
Applicability	Use the drop-down list box to specify the applicability of the engineering documents to be retrieved. The engineering document could be applicable for “Aircraft”, “Engine” or “Component”. The system sets the field to “Aircraft” by default.
Proc Ref: From Date	The starting date, in the range of dates, on which the MCM was conducted (Date Format). The date entered here should be in the format displayed in the “Date Format” field. The system retrieves all the engineering documents for which the MCM was convened on the specified date.
Proc Ref: To Date	The ending date, in the range of dates, on which the MCM was conducted (Date Format). The date entered here should be in the format displayed in the “Date Format” field. The system retrieves all the engineering documents for which the MCM was convened on the specified date. The date entered here should be greater than the “MCM: From Date”.
Aircraft Model #	The number identifying the aircraft model (Alphanumeric, 20). You can enter the number in full or specify it partially using the “*” character. The system retrieves all the engineering documents applicable to the aircraft model specified here.
Part #	The number identifying the part for which the engineering document is applicable (Alphanumeric, 40). You can enter the number in full or specify it partially using the “*” character. The system retrieves all the engineering documents that are applicable for the part specified here.

Click the “Search” pushbutton, to display the search results.

Note: The system will not retrieve engineering documents applicable to the aircraft with record status “Frozen”.

Note: Based on the filter criteria entered, the system retrieves all the engineering documents that are in the “Released” status. The system retrieves only those engineering documents that await login user’s authorization as identified in the work flow configured in the “Work Flow Management” business component.

The system displays the following fields in the “Search Results” multiline:

Eng. Doc Type	The type of engineering document.
Eng. Doc #	The engineering document retrieved by the system.
Revision #	The revision number of the engineering document.
User Status	The user status of the engineering document.
Process Ref #	The process reference number applicable for a MCR # and Revision # combination
MCR #	The MCR number for which the engineering document is created.
ATA #	The ATA chapter, on which the engineering document has to be performed.
Applicability	Indicates whether the engineering document is applicable for “Aircraft”, “Component” or “Engine”.
Category	The category to which the engineering document belongs.
Revision #	The revision number of the MCR.
Subject	The textual description of the engineering document.

Enter the following:

Close All Related Documents

Use the drop-down list box and set the field to “Yes”, to close all the related documents. The system sets the field to “No” by default.

When this field is set to “Yes”, the system closes all the related engineering documents, identified as ‘Preceding Eng. Doc.’ and ‘Simultaneous Eng. Doc.’, in the “Create Direct Eng. Doc." activity. Ensure that all work orders (‘A/c Maint. Exe Ref #,, ‘Component Work Order’ and ‘Line Work Order’) raised against the engineering documents are closed, before closing the engineering documents.

Enter the following field in the “Closing Comments” group box:

Comments

Any comment pertaining to the closing of engineering document (Alphanumeric, 255).

Check the box in the “Select” column of the multiline, to mark the engineering document for closing.

Note: Ensure that atleast one engineering document is selected for closing.

While closing a engineering document,, ensure that the status of all parent Eng Docs are set to “Closed”, if the “Close Child Engineering Document only if Parent Engineering Document is Closed” option is set to “Yes” in the "Set Options" activity. Also ensure that all the work orders (hangar, line and component) are closed while closing the engineering document.

Click the “Close Eng. Doc.” pushbutton, to close the engineering document(s) selected in the multiline.

The system changes the status of the engineering document(s) from “Released” to “Closed”.

Note: This action is workflow-enabled. Notification messages can be sent as per the settings you have defined in the "Workflow Management" business component.

If the applicability of the Eng. Doc. is “Engine” or “Component”, the system ensures that:

No work unit of the regularization Eng. Doc. exists in the component pending tray with job status as “Allocated”.
No work unit is available in the component work order of status other than “Cancelled”, “Completed” or “Closed”, and in the repair order of status other than “Canceled” or “Closed”.
The available quantity of the component undergoing serial number change is “0” in the “Stock Maintenance” business component.

If the applicability of the Eng. Doc. is “Aircraft”, the system ensures that :

No work unit of the regularization Eng. Doc. exists in the central planning pending tray with job status as “Allocated”.
No work unit is available in the hangar work order of status other than “Cancelled”, “Completed” or “Closed”.

If the applicability of the Eng. Doc. is “Aircraft” and the “Regularization” check box is checked, the system performs the following:

Updates the last performed date for the work unit having the regularization engineering document reference in the aircraft maintenance program.
Updates the compliance history for the complied work units, with execution mode as “Manual”, execution document as closing Eng. Doc. and compliance date as the closing date.
Removes the work unit having the regularization Eng. Doc. as reference from the central planning pending tray.
Performs position part change for the model configuration and aircraft configuration, based on the details in the “Edit Model Configuration Change Information” and “Edit Aircraft Configuration Change Information” pages, if the “Update Model / Part Configuration” field is set as “After Execution” in the “Edit Configuration Change Information” page. The part change is also performed for the components that are attached in the position where the position part change is performed. The part change details are updated in the part modification history and also in “Aircraft” and “Stock Maintenance” business components.

Note: This position part change is performed for all aircraft for which a configuration change is suggested in the Eng. Doc.

Updates the compliance details against the aircraft effectivity. Also updates the execution mode as “Manual”, execution order as “Regularization” and completion date as the closing date in the engineering document compliance.

If the applicability of the Eng. Doc. is “Component” or “Engine” and the “Regularization” check box is checked, the system performs the following:

Updates the last performed date for the work unit having the regularization Eng. Doc. reference in the component maintenance program.
Updates the compliance history for the complied work units, with execution mode as “Manual”, execution document as closing Eng. Doc. and compliance date as the closing date.
Removes the work unit having the regularization Eng. Doc. as reference from the component planning pending tray.
Performs position part change for the component configuration, based on the details in the “Edit Component Configuration Change Information” page, if the “Update Model / Part Configuration” field is set as “After Execution” in the “Edit Configuration Change Information” page. The part change is also performed for the components that are attached in the position where the position part change is performed. The part change details are updated in the part modification history and also in the “Aircraft” and “Stock Maintenance” business components.

Note: This position part change is performed for all the components for which a configuration change is suggested in the Eng. Doc.

If serial number change is suggested for the component, the system updates the serial number change in the part modification history and also in the “Aircraft” and “Stock Maintenance” business components.

Updates the compliance details against the engine/component effectivity. Also updates the execution mode as “Manual”, execution order as “Regularization” and completion date as the closing date in the Eng. Doc. compliance.

To proceed, do the following:

Select the “Track Maintenance Compliance History” link at the bottom of the page to view the details of completion of the maintenance program for a specific aircraft.

Closing engineering document – An overview

This page allows you to select a engineering document for closing. You can carry out a search based on the engineering document type, source document type, engineering document number, user status, Modification Committee Meeting (MCM) that processed the change request, maintenance change request number, ATA chapter, applicability and MCM date. Based on the search criteria, the system retrieves engineering documents that are in the “Released” status.

You can close engineering document in bulk. You can enter the closing comments. The status of the engineering document changes to “Closed”.

What you can do in this page

Close engineering document in bulk

Close related documents

Close engineering documents in bulk

You can close engineering documents for which the compliance is reported through the associated work orders. You can close engineering documents in bulk.

Select the engineering document(s) that you wish to close, in the “Search Results” multiline.
Enter “Closing Comments”.
Click the “Close engineering document” pushbutton, to close the selected engineering document.

Close related documents

You can close all the related documents that are identified as concurrent requirements (“Preceding” or “Simultaneous”) for the selected engineering document.

Set the “Close all Related Documents” drop-down list box to “Yes”, to close all the related documents, while closing the engineering document.
Set the “Close all Related Documents” drop-down list box to “No”, to close only the selected engineering document, and not the related documents.