sign in as...  username = joe.engineer, password = joe

click initiate EC under the user menu

set attributes to... Change Type = Type III - Form,Fit,Function... Business Unit = Monitoring

type in a description such as "change component to reflect new standard"

continue

in the document number field, enter "1" and click find (you are launching a search into the site's MRP/ERP system to find that part)

select part 121-4578 (click the hyperlink under the "doc no." column, this will then write the part's information into the form fields)

set document type to Assembly Drawing

describe change as, e.g. "replace part for new standards"

click add (this adds the part to the documents affected table)

click the object editor (BOM) icon hyperlink in the data line under the "documents affected" section

a pop-up appears for the components in the assembly (clicking the BOM icon the first time launches a search of a customer's data, e.g. ERP/MRP, system for BOM items.  When items are found, they are written to the I-PROCESS database and thus a snapshot of the BOM is preserved and ready to be edited.)

remove the third item cable by checking its checkbox ... and clicking delete

add a new part by clicking add...- enter new part information:  qty = 1, part no = 1... click Find, select part no 160-3051 in the doc no. column..., rev = 1,... and click add in the add new item area

Close Window (no more items to add)

under the TO BE column, click the File Allowed icon

browse to some sample file on your hard drive (in real life, this would be a drawing, model or text file that clarifies the desired engineering change)

(Note: the companion I-FIND product could be used at this point to conveniently search and access files from all the leading CAD systems)

click add (wait for upload to complete)

click the icon under TO BE (icon will vary based on document type) to view the file (will open in a new browser window)

back on the window initiate EC, click continue

a review of all information is presented to the user - you may at this point edit the first two steps, if you like, or...

click submit to set the EC process in motion (emails at this point go out to all affected users)

a confirmation page appears informing you that your process has been submitted, and which people were notified

click the link at the bottom of the e-mail list to view the process folder (view EC 1)

The site process administrator has pre-defined the steps involved in processing this type of engineering change (a function of the Change Type and Business Unit selected above).  For this example the steps are Create (the EC), Pre-Approval, Board Review, and Implement.  The Create and Implement steps are "action" steps requiring certain activities to be performed while the Pre-Approval and Board Review steps are "approval" steps requiring defined individuals to either approve or reject the engineering change.

Under Process Status, click the plus sign to show detailed status of the process

Under the Routing list, click all the plus signs to open each process step... now you're viewing the progress of the "engineering change folder" -- look over the various steps and see the next users that will sign on and continue the EC process.

sign out of joe.engineer (upper right hand corner)... and we'll next start logging in as the other process participants

username = frank.johnson, password = moxy  (Frank is Engineering Manager)

under Active, In Process folders... (if needed) expand out Folders in which you have an open item:... click the newly created process, e.g. EC 1 (your folder number may vary)

here, Frank may wish to quickly check data related to the change... e.g. expand Tasks and Documents Affected

	open object details for the assembly drawing
	click on the object editor icon to view the edited BOM... Close Window
	click on the TO BE document that was uploaded by Joe

click approve (upper right)... enter the authentication code = moxy... approve  (note that the Pre-Approval tile is now shown as complete)

sign out

username = hank.cordt, password = moxy (Hank is from Manufacturing)... open the EC 1 folder as above, and then approve (for demo purposes, all users have the same password and authentication code) -- (note the progress bar for the Board Review is now half complete)... sign out

username = karen.brown, password = moxy... open the EC 1 folder as above

	(note that Karen was "invited" to comment on the EC (noted by the inv: in front of her name in the Routing list), but there is no Approve button for Karen.  The process merely tracks her as having viewed the folder, but her signoff is not required)
	comment... type something like "this looks fine to me"... add comment
	sign out

username = sophie.franks, password = moxy (Sophie is from Purchasing)... open the EC 1 folder as above... approve... sign out

username = cheryl.rogers, password = moxy... open the EC 1 folder as above

expand the Tasks and Documents Affected section (note that there are three tasks assigned to Cheryl as part of the Implement process step)

click on the clipboard sign-off under the status column... for each task that Cheryl is assigned (update flowcharts, electronic docs, BOM), make sure the box is checked ... then pull down closed, auth code = moxy... submit

once her tasks are finished, the process step Implementation is automatically noted as complete and turns goes gray... and the process is moved to the archive state. All process steps, data and decisions are preserved.

sign out

username = andy.admin, password = andy... note that Andy has an additional admin menu (in the left menu bar) including... mosaic assignment matrix, process variables settings, user management

click mosaic assignment matrix from the admin menu... we now see that a matrix has been established for the process variables, for our demo company, namely 3 Business Units and 4 Change Types... at this point, all cells in the matrix instance the same process "1" as was followed in above (Create, Pre-Approval, Board Review, Implement)

click the cell in row 2 and column B of the matrix (i.e. Monitoring business unit, Type II change type)

edit just this instance (rather than editing process "1", we will be evolving a process "2" that applies only to cell 2B)... note that our process edit will apply only to newly initiated activities... processes already archived (as was our demo above) or currently underway are not altered.

as a view to what has been configured for each original process step

	click on the Create box... cancel
	repeat for the Pre-Approval, Board Review, and Implement boxes

click on insert below the Implement box

	enter tile name = "Final Sign-off"
	pull down tile type = Approval
	insert

click on the yellow Final Sign-off box... now we'll specify how various people participate in this task

	add signature... role = Exec Mgt... pull down name = gary.smith... add
	click OK near the top the the window
	note that fully defined process boxes are colored green

enter "Change incl Final Sign-off" for mosaic name... save settings

click mosaic assignment matrix from the admin menu... we now see that process "2" is defined and applicable to cell 2B of the matrix

check this by initiating a dummy change order

	from the left menu bar, initiate EC
	set attributes to... Change Type = Type II - Component/Process... Business Unit = Monitoring... enter "checking" in description... continue
	on the step 2 form... continue
	on the step 3 form... submit
	view process folder 2 (your number may vary)... we now see the new Final Sign-off stage of the process

sign out