Classify & screen
When an ECR is submitted, the coordinator reviews it to determine the correct path forward. This screening step prevents unnecessary CCB meetings for minor changes and fast-tracks emergencies.
Start the review
Section titled “Start the review”Open a submitted ECR and click Start review to move it to Under Review status. This signals to the organisation that you are actively screening the request.
Classification guide
Section titled “Classification guide”The classification field determines the review path:
| Classification | Meaning | Typical review path |
|---|---|---|
| Emergency | Safety risk, production stoppage, or regulatory deadline | Fast-track — coordinator can approve directly |
| Major | Significant scope, cost, or cross-department impact | Escalate to CCB |
| Minor | Low risk, limited scope, single department | Coordinator approves directly (unless ccb_required_for_minor is enabled) |
Screening decisions
Section titled “Screening decisions”As coordinator, you have three options during screening. The decision panel appears in the right sidebar.
Approve directly
Section titled “Approve directly”For minor changes or emergencies where CCB review would cause unnecessary delay. Select Approved, assign a coordinator for the resulting EC, and confirm. An Engineering Change is created automatically with the ECR data carried over.
Escalate to CCB
Section titled “Escalate to CCB”For major changes that require board-level approval. Click Escalate to CCB to move the ECR to CCB Review status. CCB members will see the ECR in their review queue.
Reject
Section titled “Reject”If the change is not justified or already addressed. Select Rejected and provide a rationale — this is mandatory. The ECR creator receives an email with the rejection reason and can choose to accept the rejection or edit and resubmit.
Preliminary actions
Section titled “Preliminary actions”During screening, you can manage preliminary action items — early tasks that should start before the full ECO process:
- Template-driven — preliminary actions auto-load based on the change type (configurable in Settings → Action Templates)
- Manual — add custom preliminary actions as needed
- AI suggestions — click Suggest actions to get AI-generated recommendations based on the ECR context
- Include / exclude — toggle individual actions on or off without deleting them
Preliminary actions carry over to the Engineering Change when the ECR is approved.
Reassign coordinator
Section titled “Reassign coordinator”If a different coordinator should own this ECR, use the coordinator dropdown to reassign.
Timeline
Section titled “Timeline”Every status change, field edit, and decision is recorded in the ECR timeline. Click the Timeline tab to see the full audit trail with timestamps and user names.