2. Problem management and Change requests

This course will enable you to discover the process of managing issues and associated changes through specific applications such as Issue Management, Change Action, Issue 3D Review, and Validation Route.

Context: Scenario

Let's imagine you work for a company that manufactures drones. During a test cycle of your new drone model, a problem is identified: the motors heat up abnormally after 20 minutes of flight

We'll use this scenario to illustrate how to deal with this problem and implement a solution using 3DEXPERIENCE tools.

 


Step 1 : Create a problem report and notify the appropriate team

Objective: Capture the identified problem and assign it to the appropriate team.

I advise you to create a tab dedicated to issue management, containing the Issue Management, Change Action and Issue 3D Review applications, as in the video below. This will simplify your navigation.

Activities:

1. Create a Problem report:

    • Action: Open the Issue 3D Review app.
    • Details: Record the motor overheating problem. Describe the problem in detail, including test conditions, symptoms observed, and any relevant data.

2. Add relevant Data:
    • Action: Choose the item(s) concerned and add the documentary resources that illustrate the concern.

3. Assign the problem:
  • Action: Assign the problem to the team responsible for solving it.


Step 2: Analysis and review in 3D context

Objective: Analyze the problem using 3D visualization and prepare a collaborative discussion.

Activities:

Explore the 3D Model with Issue 3D Review:

  • Action: Load the 3D model of the drone into Issue 3D Review.
  • Détails: Use the navigation tools to examine engine components and visually identify areas of overheating. Add annotations to highlight problem areas.

Step 3: Change planning and validation

Objective: Propose and validate the corrective actions needed to solve the problem.

Activities :

1. Create a Change Action:
  • Action: Open the Change Execution application and propose a change (for example, replacing the motors or adding a cooling system).
  • Details: Document the change proposal, including details such as estimated costs, timescales and potential impacts on design and production.

2. Validation route:

  • Action: Create a validation route to obtain approval for the change.
  • Details: Define a validation sequence involving key stakeholders (such as the project manager, production team, and quality department) to review and approve the change.

👉 Need more information on validation routes? Read the article!

 


Step 4: Implementing and Monitoring Change

Objective: Apply the approved change and monitor its implementation.

Activities:

Change Plan execution:

  • Action: Implement approved corrective actions.

Step 5: Final validation and problem closure

Objective: Verify that the change has solved the problem and close the problem record in the system.

Activities:

1. Final Validation:

    • Action: Run tests to verify that the overheating problem has been solved.
    • Details: Use the same test conditions as those used to identify the problem to ensure that the solution is successful.

2. Closing the problem in Issue Management:

    • Action : Close the issue in Issue Management after validation.
    • Détails : Mark the issue as resolved, add comments on actions taken and archive it for future reference.

Conclusion

This structured process helps you to identify, analyze, and resolve issues while ensuring the necessary coordination and approval for changes using Issue Management, Change Action, Issue 3D Review, Route Management tools.

👉Contact us to learn more!