Change Controlled Item

Can anyone advise what attributes for an itemtype do I need to create, so it become a Change Controlled Item? In ECR, from the affected Items tab, you can add affected item, and a search dialog for Change Controlled Item pops up, the types are Part, Document, or CAD Document. How do I add a custom ItemType, so it become a sub-type of the Change Controlled Items?
  • Hello, You can do this by following the steps below.
    1. Log in as admin
    2. Navigate to Administration > ItemTypes in the Table of Contents
    3. Add the following properties to your custom ItemType
      1. effective_date : Date
      2. itemtype : List [Change Controlled Item]
      3. item_number : String
      4. name : String
      5. release_date : Date
      6. superceded_date : Date
    4. Save, unlock, and close your custom ItemType
    5. Open the Change Controlled Item poly ItemType
    6. Navigate to the Poly Sources relationship tab
    7. Add your custom ItemType as a relationship
    8. Save, unlock, and close the Change Controlled Item ItemType
    After following these steps, your custom ItemType should now be searchable and selectable from any search dialog for Change Controlled Items. Chris
    Christopher Gillis Aras Labs Software Engineer
  • How would I go about searching for change controlled items? I have a potential orphaned changed controlled item that I need to locate for an eco.

  • Hello,

    I'm not sure what you mean by an "orphaned" changed controlled item, but there's a couple different ways to search for them. If you're trying to add this item to an ECO anyway, the easiest way to do this would be to simply add a new affected item to the ECO's Impact Matrix. This launches a search dialog that lets you search on all of the Change Controlled Items in your system.

    Alternatively, you can add a TOC Access relationship to the Change Controlled Item ItemType to let you search for these items in the main grid. To do this...

    1. Login as admin
    2. Navigate to Administration > ItemTypes
    3. Search for and open Change Controlled Item
    4. Edit this item
    5. Navigate to the TOC Access relationship tab
    6. Pick an identity that should be able to see this item in the TOC
    7. Choose a folder for this item to appear in in the TOC
    8. Save the ItemType

    Now you should be able to select this item from the TOC to perform a search in the main grid.