Carbon

Create a change order

The entry points that open a change order, the fields on the create form, and how change orders surface back on a part or tool page.

There's no single "new change order" button tucked in one menu. Carbon lets you start a change order from wherever you notice the change is needed — a standalone form, the part you're looking at, its method version menu, or a quality issue. Every path lands on the same change-order detail page.

Entry points

FieldType
The standalone form. Start here when the change spans several parts or you haven't opened a specific one yet.
Opens the create form as a modal with the current part or tool pre-attached as the first affected item.
A one-click start: mints the change order, attaches that part, and drops you on its detail page.
On a part's method, the same version menu that holds New Version offers New Change Order — the natural place to reach for a change while you're looking at the recipe.
From a non-conformance, this opens a change order with the issue linked, so the engineering fix is traceable back to the problem that prompted it.
NOTE

Starting from a part pre-attaches it.

The part-header, parts-table, and method-version entry points all pre-select the part or tool as the change order's first affected item, so you land ready to pick a change type and edit. The standalone form leaves the Affected Parts & Tools field empty for you to fill.

The create form

The header form is short — the substance is in the affected items you edit later.

FieldType
What this change is, in a line.
The change-order type, drawn from your configured categories. See Categories & actions.
Why the change is needed. Rich text.
What's changing, in narrative. Rich text.
The employee responsible.
Low, Medium, or High.
Defaults to today.
Optional target.
A non-conformance this change resolves. Pre-filled when you started from a quality issue.
The parts and tools to change. Parts and tools only; you can add more from the detail page later.

Submitting creates the change order, attaches any affected items, and redirects to its detail page at "Draft".

Where change orders surface on a part

Change orders don't just live in their own list — they show up on the parts and tools they touch, so nobody edits a design that's mid-change without seeing it.

  • Open change order alert. When a part is on one or more change orders that haven't reached "Done", its detail page shows a warning: "This part is on 1 open change order" (or "…# open change orders"), with each change order id linked. This is the guardrail against two people revising the same part blind.
  • Change Orders history. A card lists every change order that has touched the part, newest first, with released ones de-emphasized — the full "why did this part change?" trail.
  • Provenance back-link. A revision or part created by a released change order carries a "Created by CN-…" reference to the change order that made it.
NOTE

Change orders are numbered CN-.

Each change order gets a per-company readable id like CN-000001. That's the id you'll see in the alert, the history card, and the provenance link.

Change types

What you set on each affected item once it's attached.

Revise a part

The same flow told as a story.