Changes
MHM review
==== 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 ' and negotiated with 'Create New Scope Change'' button found in the project leadershiptop bar of the [[Turnaround_Wallpaper#Navigation_to_WorkOrder_Gantt_Page|Workorder Gantt Page]].<br>An active internet connection is required, as the server must generate a Scope Change Number and autofill the relevant 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.
* 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'''
* Can edit all properties the Issuer can, including Estimated Price and Price Type.
|
* '''Approve''' or '''Decline''' the Scopechange Scope Change financially.
* '''Request TA Clarification''' Meeting or reset the request afterwards.
|-
| (3rd) Technical Approval
|
* Can change properties listed below for Scopechanges Scope Changes '''within their own company'''.
* Can edit all properties the Issuer can, '''except''' Estimated Price and Price Type.
|
* '''Approve''' or '''Decline''' the scopechange Scope Change technically.
|-
|'''Issuer'''
* Can change Workorder/Operation Numbers, Operation Description, Activity Code, Affected time schedule, Late Finish date, Estimated Price and Price Type.
|
* '''Issue''' the ScopechangeScope Change, effectively confirm of the creation of a new operation.
|-
|'''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).
|}
{{Attention|Only Operations within the same company as the logged in user are displayed.}}
|[[File:SC_Overview.png|1000px]]
The list is can be sorted by Tag Number (default) or Workorder Number.
From left to right, the various columns for each item display:
* '''Clarification meeting''' needed / resolved.
* '''Tag''' / '''Workorder''' / '''Scopechange Scope Change Numbers''', and '''Scopechange Scope Change Description''' below.* '''Status''' if it is a ScopechangeScope Change, or '''Timesheet[[Time Sheet]]''' indicator if it is not.
** Possible statuses are Created, Issued, Technically Approved / Declined, Financially Approved / Declined.
* '''Activity Number''' and '''Description''', and '''Responsible''' company below.
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Similar to the [[Turnaround_Wallpaper#Advanced_Sorting_and_Filtering|Turnaround Wallpaper]], the filtering panel can be brought in from the right to narrow down the displayed list based on desired parameters.
Operations can be filtered by Plant, Responsible Contractor, Scopechange Scope Change Type, Tag Number, Workorder/Project Number, Scopechange Scope Change Status, TA Meeting Status, Price Type, Workorder Number, Scopechange Scope Change Number, Scopechange Scope Change Description, Budget condition (>80%, >100%), and Technical or Financial Approver.
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{{Hint|Filtering for a Technical or Financial Approver implies that a Scopechange Scope Change has reached at least either stage.}}
Helpful tips for filtering:
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'''Clear All''' can be used to reset all filters.
[[Category:MaTaP|Scope Changes]]
[[Category:MaTaP UWP|Scope Changes]]
