To Implement a Modification

Create a modification and add the following:

Number – Unique ID for Mod. Action
Requestor – Relate Person
Date Registered
Description
Priority – based on Admin Setup
Status – Not Approved
Implementation Status – System Driven

Relate change request(s) to the modification. In the change requests topic, add the ECR(s) authorization to the modification.

Note: The CR must be in the Expedited or Approved status to allow the modification to proceed.

Modifications Dependencies Definition: If Prerequisite, Co-requisite, Prerequisite To, or Optional Modification needs to be performed as part of this modification , drag and drop the relevant modification object(s) in the Modifications Dependencies topic.

Impacted Physical Items Definition:

Select the item(s) to be modified and either enter a Mod Strike identifier (number) or set the New check box.
Identify the new Item No and New Version and update (New here implies either a new version or totally new part number).

Note: With results in New, this will automatically add the same serial item numbers to the new physical item with a status of Reserved.

Note: It is also useful to add this new physical item in the Alternative Physical Items pane in the serialized item list so that these new serialized items can be moved into the As Configured positional structure once implemented.

Modification Approval: In the Modifications window, change the status to Approved and save.

Related Serialized Items Definition in the Impacted Physical Items topic: Include serialized items by searching for the associated serial numbers for the item to be modified and then dragging and dropping these serial numbers against the physical item.

Note: Only associated serial numbers can be added to the topic. All others will result in an error message.

Note: The Current (Under Modification) status is set against each serialized item. This can be viewed in the Serialized Item Content pane.

Impacted Physical Items Implementation Definition: Highlight each Serial/Batch Number and fill in Date Implemented and then click the Save icon.

Note:

The Modification Implemented Status shows WIP (Work In Progress).
The OLD PI Serial Item shows the status of Superseded. This is not deleted as record of existence must remain in AssetWise.
The NEW PI Serial Number shows the status as Current (was Reserved).

Modification Status:

Only when all Impacted Serial Items have been implemented will the Implemented status change to Completed.
The user should then change the Mod Status to Closed manually.

Note: Ensure that all supporting documents are linked to the modification before closing it to maintain a permanent record of this modification event.