Out-of-the-Box Team Templates
This table summarizes the team templates that are provided with your Windchill solution.
Some of these team templates are designed specifically to work with the Windchill Change Management functions. For the Windchill Change Management functions to operate properly, each of the Change Management objects listed in this section must have an associated team template, and each of the associated team templates must contain certain roles. For more information about change management, see About Change Management.
The following table indicates which team template roles administrators must define, and which are designed to remain empty. A "Yes" entry in the Modify column means that an administrator should define the role.
|
Team Template
|
Role Name
|
Modify
|
Notes
|
|
|---|---|---|---|---|
|
Problem Report Team
|
Change Admin I
|
Yes
|
Assign this role to the user serving as Change Administrator I for problem reports. This user is the initial reviewer of problem reports.
|
|
|
Problem Report Author
|
No
|
This role is used for workflow notifications and is automatically set to the creator of the problem report. It should be left blank in the team template.
|
||
|
Change Activity Team
|
Assignee
|
No
|
This role is set through the user interface. It should be left blank in the team template.
|
|
|
Reviewer
|
No
|
This role is set through the user interface. It should be left blank in the team template.
|
||
|
Change Request Team
|
Change Admin I
|
Yes
|
Assign this role to the user serving as Change Administrator I for change requests. This user is the initial reviewer of change requests.
|
|
|
Change Admin II
|
Yes
|
Assign this role to the user serving as Change Administrator II. This user is responsible for creating change notices.
|
||
|
Change Review Board
|
Yes
|
Assign this role to the users who are responsible for approving full-track change requests.
|
||
|
Change Request Author
|
No
|
This role is used for workflow notifications and is automatically set to the creator of the change request. It should be left blank in the team template.
|
||
|
Problem Report Author
|
No
|
This role is used for workflow notifications and is automatically set. It should be left blank in the team template.
|
||
|
Change Notice Team
|
Change Admin III
|
Yes
|
This user is responsible for auditing a change notice after it has been completed and before the product data is released.
|
|
|
Change Admin II
|
No
|
This role is used for workflow notifications and is automatically set. It should be left blank in the team template.
|
||
|
Change Admin I
|
No
|
This role is used for workflow notifications and is automatically set. It should be left blank in the team template.
|
||
|
Change Request Author
|
No
|
This role is used for workflow notifications and is automatically set. It should be left blank in the team template.
|
||
|
Problem Report Author
|
No
|
This role is used for workflow notifications and is automatically set. It should be left blank in the team template.
|
||
|
Change Implementation Board
|
No
|
This role is used for workflow notifications and is automatically set. It should be left blank in the team template.
|
||
|
Default
|
N/A
|
N/A
|
||
|
Promotion Request Team
|
Reviewer
|
No
|
This role is used for the workflow to issue notifications and assignments to review the promotion request. Users are chosen in the promotion request user interface based on the setup of the promotion reviewer role.
|
|
|
Approver
|
No
|
This role is used for the workflow to issue notifications and assignments to approve the promotion request. Users are chosen in the promotion request user interface based on the setup of the promotion approver role.
|
||
|
Owner
|
No
|
|||
|
Variance Team
|
Change Admin I
|
No
|
Assign this role to the user serving as Change Administrator I for the variance. The user is responsible for processing the variance in the system.
|
|
|
Variance Approvers
|
No
|
The roles used to define the users responsible for approving the variance.
|
||
|
Variance Author
|
No
|
The user who is marked as the author of the variance.
|
||
To associate a team template with a particular object type, use the Object Initialization Rules Administration utility.