Change management using Upchain
Change is inevitable in every project and product design. How you manage the changes plays a large role in the success of your team. Explore the change management process used in Upchain.
Course overview
Change is inevitable in every project and product design. How you manage the changes plays a large role in the success of your team. Explore the change management process used in Upchain.
After completion, you’ll be able to:
- Send a change request
- Review and approve change requests
- Use item maturity to define your organization's change process
- Manage changes between revisions
- Submit items to subsequent change requests and note differences between releases
Course outline
Introduction to change management in Upchain
Explore what change management is and what it means to release an item. We also explore the general process of sending an item to a Change request, explore the Change request interface, and review and approve the Change request to release the items. We also introduce the concept of item maturity and how it can be used as part of your organization's change processes.
Module outline
Explore what change management is and what it means to release an item. We also explore the general process of sending an item to a Change request, explore the Change request interface, and review and approve the Change request to release the items. We also introduce the concept of item maturity and how it can be used as part of your organization's change processes.
This content applies to both mechanical and electrical design use cases, and will help you get started with change management at your organization.
This content takes approximately 35 minutes to complete. By the end, you should be able to:
- Describe what change management is
- Define key concepts including change request, release status, major and minor revisions, and workflow
- Send an item to a Change request
- Describe the key steps that should be included in a Change request workflow
- Complete a Change request workflow to release an item
Revising released items in Upchain
Explore how the change process can be initiated using Investigation requests. We then look at how to revise items to make the required changes and some best practices surrounding this process. Finally, we look at how to submit items to subsequent Change requests and what aspects of this process are different from initial Change requests. You’ll find the content of this module common practice when determining the finished state of your items in Upchain.
Module outline
Explore how the change process can be initiated using Investigation requests. We then look at how to revise items to make the required changes and some best practices surrounding this process. Finally, we look at how to submit items to subsequent Change requests and what aspects of this process are different from initial Change requests. You’ll find the content of this module common practice when determining the finished state of your items in Upchain.
This content takes approximately 45 minutes to complete. By the end, you should be able to:
- Describe the purpose of an Investigation request
- Revise a released item in the web application and describe when you would use this approach
- Revise a released item in the Mechanical CAD plugin and describe when you would use this approach
- Send the revised item to a new Change request, and identify what has changed between revisions
