Build your bill of materials revision tracker.

How to build your bill of materials revision tracker

1. 1

   Describe the job

   Keep component changes, effective dates and affected work orders connected.

2. 2

   Review the first version

   Choose how the production planner records the product and how the engineering reviewer reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your bill of materials revision tracker

• Keep the product in context

  Keep product, revision, component, quantity, effective date and review decision together so the next person can understand the request or record.

• When the next step needs a decision

  A product moves to a new component revision while an existing work order references the previous version. Preserve the work order's baseline and request a controlled change decision.

• Keep review decision visible

  Preserve the work order's original bill of materials until a change is accepted.

• Choose what each person needs

  Give the production planner a working view and the engineering reviewer a review view. Keep product and revision attached to the decision as the work moves between them.