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Engineering Change Orders (ECO)
Engineering Change Orders (ECO)
Updated over 3 months ago

Engineering Change Order (ECO) Overview

Engineering Change Orders (ECOs) are crucial for managing and tracking all file changes, approvals, change descriptions, etc. leading up to a product release. While checking files in and out helps monitor incremental changes, releasing files through an ECO allows for managing major releases and up-revisioning, ensuring teams stay organized and aligned. Closing and releasing an ECO not only finalizes these changes and up-revs your files but also ensures locked historical data.

Creating An ECO

  1. In the left menu dock, click on the "ECOs & Revs" icon

  2. Click the "+ New" button

  3. Choose the file(s) you want to include in the ECO
    ​*Note: You can add child files on the next page


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  4. Give your ECO a title and description
    ​*Optional: If needed, select "Add Child Files" to include any child files


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  5. Click "Create"

Note: A file can only be part of one Active ECO at a time, but you can always modify your ECO by adding or removing files later.

Adding Files To An Existing ECO

  1. Click on the "ECOs & Revs" icon in the left menu dock to open the ECO page

  2. Find and select the ECO you want to modify

  3. Click the "+ Add Files" button

  4. Choose the files you'd like to add
    ​*Note: Select "Add Child Files" to view or add any relevant child files

  5. Click "Add" to include the files in your ECO

Creating An Approval within An ECO

  1. Open the ECO page by selecting the "ECOs & Revs" icon on your left menu dock

  2. Navigate to the ECO you'd like to create an approval for

  3. Select the "Create Approval" button
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  4. Edit the approvals' information (due date, add approvers/groups)

  5. Click "Request Approval"

ECO approvals will only be added to files that are not currently in review, locked or checked out

Canceling An ECO

  1. Click on the "ECOs & Revs" icon in the left menu dock to open the ECO page

  2. Locate and select the ECO you want to cancel

  3. Click the "Cancel ECO" button

  4. Confirm the cancellation

  5. Click "Cancel ECO" to finalize the cancellation

Release And Close An ECO

  1. Click on the "ECOs & Revs" icon in the left menu dock to open the ECO page

  2. Find and select the ECO you want to release and close

  3. Click the "Release & Close" button
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  4. Enter or confirm the revision attribute for the file(s)

  5. Click "Release & Close" again to complete the process

Note: An ECO cannot be closed if any files are in review, checked out, or locked.

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