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.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

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  1. Project/product name
  2. ECO number
  3. Client
  4. Location of work
  5. Requester
  6. Request date
  7. Type of action
    • Drawing update
    • Product improvement
    • Cost savings
    • First release
    • Process
    • Other
  8. Priority
  9. Needed changes description
  10. Reason for change
  11. If needed, attach support documents.

Engineering approval

  1. Engineering Manager
  2. Do you approve this change?
    • Yes (move card to the next phase)
    • No (move card either to “Adjustments” or “Canceled”)
  3. Comments

Quality Control approval

  1. Quality Control Manager
  2. Do you approve this change?
    • Yes (move card to the next phase)
    • No (move card either to “Adjustments” or “Canceled”)
  3. Comments

R&D approval

Procurement approval

  1. Procurement Manager
  2. Do you approve this change?
    • Yes (move card to the next phase)
    • No (move card either to “Adjustments” or “Canceled”)
  3. Comments

Sales approval

  1. Sales Manager
  2. Do you approve this change?
    • Yes (move card to the next phase)
    • No (move card either to “Adjustments” or “Canceled”)
  3. Comments

Marketing approval

  1. Marketing Manager
  2. Do you approve this change?
    • Yes (move card to the next phase)
    • No (move card either to “Adjustments” or “Canceled”)
  3. Comments

Production approval

  1. Production Manager
  2. Do you approve this change?
    • Yes (move card to the next phase)
    • No (move card either to “Adjustments” or “Canceled”)
  3. Comments

To change

  1. Change date
  2. Change assignee
  3. Attach change evidence.
  4. Comments

Adjustments

  1. Needed adjustments
  2. Adjustments assignee

Done

Canceled

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