Categories & actions
The two company-scoped lookups that sit alongside change orders — the category list and the reusable action-task templates.
Two configuration lists live next to change orders in the Items nav. Both are company-scoped and edited by
employees with the parts permission.
Change order categories
Items → Change Order Types holds the values for a change order's "Category" field — the same idea as issue types in Quality. Carbon seeds three: Design improvement, Obsolescence, and Cost reduction. Add, rename, or remove them to match how your shop classifies changes.
Category is descriptive: it groups and filters change orders, but it doesn't change how release behaves. That job belongs to the change type on each affected item.
Change order actions
Items → Change Order Actions holds reusable action-task templates — the checklist items a change order commonly needs. Carbon seeds seven:
- Engineering Review
- Update Drawings / CAD
- Update BOM / Routing
- Cost Impact Review
- Quality Review
- Inventory Disposition (rework / scrap / use-as-is)
- Notify Affected Parties
A new change order can seed its task list from the active templates. On the change order, each task tracks a status — Pending, In Progress, Completed, or Skipped — plus an assignee, due date, and notes.
Action tasks are freeform, not gates.
Tasks are a coordination checklist, not an approval workflow. A task's status never blocks a stage from advancing or a change order from releasing — the stages are the only gate.