In Part 1 of this guide, we covered the foundations of Nora IPLM’s change management process, including how to create a change request, connect affected items, share it with stakeholders, and request approvals. Now, in Part 2, we move from initiating changes to executing and completing them.
As designs evolve, requirements shift, and reviews introduce new insights, managing changes effectively becomes critical. Nora IPLM ensures that every modification is controlled, traceable, and aligned with your product goals.
In this section, you’ll learn how to approve a change request and generate a new change order, create and assign change tasks, work through updates, and ultimately complete the full change process. With structured workflows, version control, and built-in traceability, teams can assess impact, collaborate efficiently, and execute changes with confidence.
Let’s walk through each step of the advanced change management workflow in Nora IPLM.
1. After reviewing the Change Request, click the state to approve it.
2. Select Approved from the dropdown to set the Change Request to the approved state.
3. Click on “OK” to Approve the Change request.
4. The Change Request has moved to the Approved state, triggering automatic creation of a new Change Order.
5. Open the “Change Request – Change Order” tab in the Relations pane to view the newly created Change Order.
6. Right click on the Change Order and Click on “Open in Structure”.
7. The new Change Order is displayed along with the corresponding affected item in the Structure widget.
8. Open the Change Order in the Details widget and note that all the details are automatically transferred from the Change Request to the Change Order.
2. Select the affected items and click Create Change Task.
Note: If there are multiple affected items, they can either be added to a single Change Task or split into multiple Change Tasks based on the nature of the tasks and the assigned users.
3. Add an appropriate Change Task name and description, select an assignee, and click Create to generate the Change Task.
4. Change Task created successfully.
2. After reviewing the Change Task, promote it to “In Work” to automate the Operation Category selection.
For example, if the affected item is set to “Revise,” it will advance to the next revision, allowing the assignee to modify it.
3. The affected item has been automatically revised and added as a Resulting Item.
4. The Resulting Item is automatically added to the Change Request and Change Order as well.
5. Review the change implementation instructions and perform the tasks to complete the Change Task.
2. The Change Order and Change Request are all automatically completed upon Change Task completion there by completing the Change Process.
By completing the change approval, executing assigned tasks, and closing out the change order, you’ve now seen how Nora IPLM brings structure and clarity to every stage of the change management process. What begins as a simple change request in Part 1 becomes a fully guided workflow in Part 2 – ensuring each update is reviewed, acted on, and documented with precision.
By following these steps, you’ll establish a clear, structured process for managing product changes in Nora IPLM, right from initiating change requests to approvals and implementation. The result is a controlled, transparent environment where teams stay aligned, decisions are traceable, and risks are minimized.
With Nora IPLM, change management becomes a strategic advantage, empowering you to innovate faster while maintaining product quality and compliance.
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