Changes
/* Overview of Scope Changes and Time Sheets */ fixed broken link
==== Creating a Scope Change ====A Scopechange is Scope Change/Additional Work can be created in two ways;* '''Duplication of an existing Operation''' using the term given to work that exceeds ''Duplicate as Scope Change'' button found in the original scope determined during bottom right of the turnaround planning phase[[Turnaround_Wallpaper#Navigation_to_Operation_Details|Activity Details]] area. When technicians have to undertake additional work due to unexpected requirements * '''Creation of maintenance or repair, this additional work must be logged as a new Operation''Scopechange'using the ' 'Create New Scope Change'' button found in the top bar of the [[Turnaround_Wallpaper#Navigation_to_WorkOrder_Gantt_Page|Workorder Gantt Page]].An active internet connection is required, as the server must generate a Scope Change Number and negotiated with autofill the project leadershiprelevant details from the original operation and/or workorder.
== Scopechange Scope Change Details ==
As mentioned above, the client takes care to copy over relevant data from the parent workorder and duplicated operation, when appropriate.
* The '''Workorder Details''' are copied over from the parent.
* A unique '''Scopechange Scope Change Number''' is assigned by the server.* On the right side of the page, a longer '''Scopechange Scope Change Description''', and attachments, can be added to further describe the work.
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==== Operation Details ====
For new ScopechangesScope Changes, the Activity Code of ''Scope Change (scocha)'' is assigned by default, and 4 digits for the Operation Number need to be assigned by the user.For duplicated ScopechangesScope Changes, the Activity Code, Operation Number, and Operation Description are copied over from the original.
* The '''Operation Description''' should be altered to describe the work concisely.
* The user should adjust the '''Operation Number''', adding +4 digits for a sub-operation if required.
** Example: 88290234 0040 0000
* The '''Activity Code''' can be selected out of the full list of Activity Codes. '''Select only already used ones for this project, otherwise, it will be maybe not visualized.'''
* The user's company is assigned as the '''Contractor'''.
==== Price Details ====
* '''Price Type''' indicates whether the scopechange Scope Change shall be billed on a ''Fix Price'', ''Unit Rate'', or ''Hourly'' basis.** Operations with a Unit Rate or Hourly price type require the attaching of [[Time_Sheets]] for budgetary tracking.
* The '''Estimated Cost''' gives an indication of how much the work should cost overall.
* The '''Early Start''' date is copied over from the Workorder. It represents the earliest that work can begin on an operation and cannot be altered.
* The '''Late Finish''' date is also copied over from the Workorder, however, it can be altered.
* The '''Affects Schedule''' checkbox should be checked on, for yes, if necessary.
== Approval Workflow for Scope Changes ==
The lifecycle of a Scopechange Scope Change includes a workflow with fixed stages of negotiation and approval that need to be completed before work can be undertaken by the contractor.
[[File:SC_Workflow.png|800px|thumb|none|A Scopechange Scope Change with all approval stages cleared. The user, company, and timestamp is displayed for every stage advancement.]]<br> {{Attention|If a scopechange Scope Change is Declined during the Technical or Financial approval phases, the workflow is terminated. Declined Scopechanges Scope Changes are still visible in the wallpaper, but cannot be edited or advanced. A new Scopechange Scope Change must to be created if necessary.}}<br> === Scopechange Scope Change User Rights ===Scopechange Scope Change creation is a priviledged action and can only be performed with certain user rights. The table below describes the various levels of permissions in descending order.
Permissions are only available during a certain phase (for example, Issuer rights during the Issuing phase) and the phase ends when the status is advanced to the next phase.
{| class="wikitable"
|-
! Role !! Phase !! Editable Details !! Buttons
|-
|'''Financial Approver'''
| (4th) Financial Approval
|
* Can change edit all properties the Issuer can, including Estimated Price and Price Type.
|
* '''Approve ''' or '''Decline ''' the scopechange Scope Change financially.* '''Request a TA Clarification ''' Meeting or reset the request afterwards.
|-
|'''Technical Approver'''
| (3rd) Technical Approval
|
* Can change properties listed below for Scopechanges Scope Changes '''within their own company'''.* Can edit all properties the Issuer can, '''Can notexcept''' edit Estimated Price and Price Type.
|
* '''Approve ''' or '''Decline ''' the scopechange Scope Change technically.* Request a TA Clarification Meeting or reset the request afterwards.
|-
|'''Issuer'''
* Can change Workorder/Operation Numbers, Operation Description, Activity Code, Affected time schedule, Late Finish date, Estimated Price and Price Type.
|
* '''Issue button to ''' the Scope Change, effectively confirm of the creation of a new Scopechangeoperation.
|-
|'''Creator'''
| (1st) Creation
|
* Can create/duplicate Scopechanges Scope Changes '''without''' editing any properties.* Can edit Scopechange Scope Change Description and add Attachments, as these actions are available to all users.
|
* '''Create ''' New Scopechange Scope Change or '''Duplicate ''' as Scopechange Scope Change buttons (found on Workorder or Operation views).
|}
[[Category:MaTaP|Scope Changes]]
[[Category:MaTaP UWP|Scope Changes]]
