Additional Predefined Comment on ECN approval page

Hi All,

Is there any way to add predefined comment on the ECN approval page ( separate  note at each phase ). This is to notify what activities needs to be performed before approval to next status. 

Option 1 – We can configure Manual mails  and trigger (rather OOTB Mails ) on each status  on approval with the predefined comment. 

Is there any other good way to accomplish this.  Intention is inform approve in mail 
 what needs to be done before approving.  This is unique at each status so not to write it again and again for each ECN. . 

( In lay man concept as we we automate approvers  based on functional team concept, can we add/comment too. This will avoid creating multiple manual emails  for each stauts)

Regards
gykumar

Add Comment
6 Answer(s)

use discussion object by establishing relationship with the ECN.

Agile Angel Answered on April 25, 2017.

This is an interesting idea – especially when it comes to changes that might require a bit more back and forth among users.  I could see a combination of this along with instructions on the Cover Page being very beneficial.  Thanks!

on April 25, 2017.
Add Comment

Hi Gykumar,

what we do is a little bit different but I’d like to share. Instead of sending e-mails via Agile, what we believe would turn Agile into a spammer, we put together under a heading attribute all the attributes related to that specific change status. We also include some non editable text attributes with instructions on how and what to fill up.

My best
Carlos

Agile Angel Answered on April 25, 2017.
Add Comment

Thanks  Carlos,  

Yes true, so far we can publish the note – we are good. 

The  intention is to inform approver  whats needs to be done/validated  before approval. 

example: ( This is just an example)
Review 1- Validate the ECN inout with all stake holders, Impact analysis, Create task etc
Review 2- Update SAP data, Update Drawing, 
Review 3-  Inform Manufacturing applications, Copy drawing to vendors share point

Regards
gykumar

Agile User Answered on April 25, 2017.
Add Comment

We do almost exactly as Carlos describes for some Change Objects / Approval Processes.  Screenshot:

RE: Additional Predefined Comment on ECN approval page


  
The text in “Routing Instructions” is set as the Default Value of the attribute.  Only the change analyst has the ability to modify this field.  This could easily be mapped to be included in the notification if you wanted, but I agree that doing too much with email notifications tends to lead to them being ignored.    

We also have a  “Required Approvals at CCB” field that is defaulted (according to the SOP).  This is helpful for the change analyst to compare to the Users/Job Functions that are added automatically to make sure that the approval matrix is configured correctly and pulling the appropriate reviewers.  

Agile Angel Answered on April 25, 2017.
Add Comment

Thanks for your input/direction, yes it will work 🙂

Regards
gykumar

Agile User Answered on April 25, 2017.
Add Comment

Thanks for your valued input, we have implemented and it worked well 🙂

Agile User Answered on May 10, 2017.
Add Comment

Your Answer

By posting your answer, you agree to the privacy policy and terms of service.