Effective change control for design modifications in CATIA V5 is essential. It maintains design integrity and enhances collaboration ensuring efficient workflow management. Here’s why:
- Precision and Consistency: Ensures all changes are accurately tracked and uniformly applied
- Enhanced Collaboration: Facilitates real-time teamwork, reducing miscommunication
- Efficient Workflow: Streamlines approvals and revisions, saving time
- Traceability: Provides a clear audit trail for accountability and quality assurance
- Flexibility: Supports iterative design, allowing quick adaptations for new requirements
Change management is a process that helps ease organizational transitions. It provides a controlled, clearly defined method to manage changes within the organization. Users can request changes to objects, manage change approvals, and track the changes.
Change control and design modifications in CATIA V5 are driven by the change management framework. It includes change tracking, version control and an approval workflow to structure the review and approval processes. Impact analysis evaluates the effects of proposed changes on the project, ensuring no negative repercussions.
Change Coordinators, Product Integrators, Product Managers and Designers
Change Management | End to End Process
Change methodology outlines a structured framework for managing changes within the organization, ensuring effective identification, evaluation, planning, and implementation. Each stage Change Identification, Evaluation and Implementation plays a crucial role. It helps maintain the integrity of reported issues, assess proposed changes thoroughly, plan comprehensively and execute successfully. The framework provides a structured approach to managing change, while Change Objects detail its specific elements.
Change Objects
Issue
Organizations can allow any employee to submit issues against products. Issues that are identified as requiring a change in design, can be resolved by a Change Request or Change Order.
Change Request (CR)
These are formal end-to-end change objects. The change process is driven by a governance body such as a Change Board for major product development initiatives. Secondly, they also require full assessment and impact analysis from all the impacted organizations.
Change Orders (CO)
These change objects are governance monitored. The change implementation process is initiated by a functional organization that requires coordination between the teams.
Change Actions (CA)
These change objects are self-governing and allow you to implement a single functional change that does not require governance monitoring and governance level approval. The change implementation process is exempt from governance. These are generally low risk changes that require minimal change traceability.
Use Case 1: Execute Design Modifications on a Part Based on New Requirement
Change Process
This use case illustrates an implementation change process that involves a change action.
Note: All the parts are under change control.
Scenario
After analyzing the requirement, a markup is generated to represent the proposed changes. Subsequently, a Change Action (CA) is initiated and the affected component is added. The markup is attached to the CA for reference. Modifications to the design are executed in CATIA V5, adhering to the prescribed work standards. The Change Action undergoes review and approval once the design adjustments are completed.
Persona
Design Engineer: Initiates the Change Action and implements the design changes.
Workflow
Use Case 2: Resolve a Reported Issue Using a Change Request
Change Process
This use case illustrates a governed implementation change process that involves an issue, change request and a change action.
Note: All the parts are under change control and you need the Change Manager (CHG -OC) role to link the Change Action (CA) to the Change Request (CR).
Scenario
An issue is reported with an assembly. After analyzing the problem and identifying the affected component, a change request is generated to oversee the change assessment and execution process.Next, a Change Action (CA) is initiated, and the impacted component is included. A markup detailing the proposed changes is attached to the CA for reference. Design modifications are then executed in CATIA V5 by applying Work Under Change Action. Once the design adjustments are completed, the Change Action undergoes a review and approval process. Once the change action is complete, the change request is completed and the issue can be closed accordingly.
Personas
Product Manager: Acts as a Change Coordinator, initiates the change request and approves the changes.
Design Engineer: Works under CA and implements the design changes.
Stakeholder: Reports an issue on the assembly.
Workflow
Prerequisite Roles
3DSwymer (IFW-OC), Collaborative Industry Innovator (CSV-OC), Collaborative Designer for CATIA V5 (UE5-OC), 3D Product Architect (PAU-OC)
Product Modification in CATIA V5 Using Change Action
Here are the steps to follow:
Step 1: Initiate a Change Action
Step 2: Execute Design Modifications
Step 3: Validate and Approve Design Modifications
You can launch CATIA V5 using the CATIA V5 connector in the 3DEXPERIENCE platform or create a desktop shortcut from the platform for ease of use.
You can open a part for modification as proposed in the Change Action, by dragging and dropping it from the Proposed Changes tab. You can open the corresponding assembly from the Context tab.
You can save CATIA V5 files to the 3DEXPERIENCE platform and modify the files in CATIA V5 with a collaborative, safe, and concurrent design approach. You can reserve a part while modifying it in CATIA V5. This way, no other user will be able to modify the part you are working on.
