Engineering change order (ECO)
Template
Pipefy’s ECO Template is designed to help you make changes to the scope of work outlined in an original project contract. The phases are elaborated to improve the management of the approval process and the information register.
Template structure
See how this template is structured. As this is just an example, you can customize it.
Start form
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1. Project/product name
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2. ECO number
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3. Client
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4. Location of work
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5. Requester
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6. Request date
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7. Type of action
- Drawing update
- Product improvement
- Cost savings
- First release
- Process
- Other
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8. Priority
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9. Needed changes description
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10. Reason for change
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11. If needed, attach support documents.
Engineering approval
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1. Engineering Manager
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2. Do you approve this change?
- Yes (move card to the next phase)
- No (move card either to "Adjustments" or "Canceled")
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3. Comments
Quality Control approval
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1. Quality Control Manager
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2. Do you approve this change?
- Yes (move card to the next phase)
- No (move card either to "Adjustments" or "Canceled")
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3. Comments
R&D approval
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1. R&D Manager
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2. Do you approve this change?
- Yes (move card to the next phase)
- No (move card either to "Adjustments" or "Canceled")
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3. Comments
Procurement approval
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1. Procurement Manager
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2. Do you approve this change?
- Yes (move card to the next phase)
- No (move card either to "Adjustments" or "Canceled")
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3. Comments
Sales approval
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1. Sales Manager
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2. Do you approve this change?
- Yes (move card to the next phase)
- No (move card either to "Adjustments" or "Canceled")
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3. Comments
Marketing approval
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1. Marketing Manager
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2. Do you approve this change?
- Yes (move card to the next phase)
- No (move card either to "Adjustments" or "Canceled")
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3. Comments
Production approval
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1. Production Manager
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2. Do you approve this change?
- Yes (move card to the next phase)
- No (move card either to "Adjustments" or "Canceled")
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3. Comments
To change
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1. Change date
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2. Change assignee
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3. Attach change evidence.
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4. Comments
Adjustments
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1. Needed adjustments
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2. Adjustments assignee