Your first ECO
This walkthrough takes you through the full process from a CCB-approved change request to a published action list with phase-in dates — in under 10 minutes.
Step 1 — Create the ECO
Section titled “Step 1 — Create the ECO”1
Open the approved ECR
Go to the ECR List. Find the ECR with status “CCB Approved”. Click to open it.
2
Click “Create ECO”
The ECO creation form opens. Redline pre-fills the ECO number from your configured numbering format and links the source ECR. The affected items from the ECR are pre-populated.
3
Enter a title and select a strategy
Give the ECO a clear operational title — for example “Switch hydraulic motor AG-HYD-04221 to new revision”. Select your initial strategy. If unsure, start with Run-down existing stock — you can compare all four strategies before committing.
4
Click “Save as Draft”
The ECO is created with status Draft and an auto-generated ECO number. It appears in the ECO list and is only visible to Coordinators until it is released.
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The ECO creation form — ECO number auto-filled, affected items pre-populated from the ECR, and the strategy dropdown showing all four options.
Step 2 — Run the phase-in calculation
Section titled “Step 2 — Run the phase-in calculation”1
Open the Phase-In tab
Inside the ECO, click the Phase-In tab. Each affected item shows “Not calculated”.
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Check ERP data freshness
The panel shows “Last synced [time]”. If the data is older than 24 hours, upload a fresh CSV before proceeding. Calculations on stale data are blocked.
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Click “Compare Strategies”
Redline shows all four strategies side-by-side — each with a recommended phase-in date, number of conflicts, and estimated inventory at risk. This replaces the mental simulation you used to do in Excel.
4
Select your strategy and apply
Click the strategy column you want, then click Apply Selected Strategy. The phase-in date is locked to the ECO. A plain-language explanation is shown below the date.
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The strategy comparison view — four columns (Run-down, New-only, Stop, Proactive) each showing a date, conflict count badge, and inventory-at-risk figure. The Run-down column is highlighted.
Step 3 — Generate & review the action list
Section titled “Step 3 — Generate & review the action list”1
Open the Action List tab. Click “Generate Action List”
Redline calls the AI engine — generation takes 5–15 seconds. Actions are grouped by department when complete.
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Review each action line
Each action line contains: an action verb, ERP reference (PO number or order ID), quantity, due date, and a justification sentence. Read every line — the AI draft is a starting point, not a final document.
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Edit if needed
Click any line to edit the text. Edited lines are marked with an edited badge so you can distinguish them from AI-generated content at a glance.
Step 4 — Release the ECO
Section titled “Step 4 — Release the ECO”1
Click “Release ECO” on the Overview tab
A confirmation dialog summarises what will happen: the ECO moves to Released status and N1 notification emails are sent to all action owners.
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Confirm release
Click Confirm Release. Emails are sent immediately. Each recipient receives only the actions assigned to their department — not the full action list.
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Monitor progress from the Action List tab
The Action List tab shows live status: which owners have acknowledged, who is in progress, and which are overdue. Redline sends automatic reminders after 48 hours — you do not need to chase people manually.