Initiating change with investigation requests in Upchain

In this lesson, we’ll explore the purpose of Investigation requests, how to create them, and how to access and action them.

About Investigation requests 

In this video, we’ll discuss and explore Investigation requests (IRs) in Upchain, including their purpose, how to create one, and where to find them if you are assigned to one.

Any referenced datasets can be downloaded from "Module downloads" in the module overview.

Key takeaways

  1. Investigation requests (IR) can be used to track problems with the product, or suggest enhancements to be made, and are typically the first formal step in the change process.
  2. While not all Investigation requests will produce a Change request, they often precede Change requests. Change requests will typically implement the changes proposed by an IR.
  3. Your assigned Investigation requests can be found in a number of places including the Main dashboard, Project dashboards, the Investigation request tab of the Business processes section of a project, and the My assignments tab of the Mechanical CAD plugin.