{"id":47973,"date":"2025-03-19T00:21:21","date_gmt":"2025-03-18T23:21:21","guid":{"rendered":"https:\/\/ohmycad.com\/2-problem-management-and-change-requests\/"},"modified":"2025-03-19T00:21:21","modified_gmt":"2025-03-18T23:21:21","slug":"2-problem-management-and-change-requests","status":"publish","type":"post","link":"https:\/\/ohmycad.com\/en\/2-problem-management-and-change-requests\/","title":{"rendered":"2. Problem management and change requests"},"content":{"rendered":"<h3 style=\"text-align: justify;\">Context: Scenario<\/h3>\n<p style=\"text-align: justify;\">Let&#8217;s imagine you work for a company that manufactures drones. During a test cycle of your new drone model, a problem is identified: <strong>the motors heat up abnormally after 20 minutes of flight<\/strong>. &nbsp;<\/p>\n<p style=\"text-align: justify;\"><img decoding=\"async\" class=\"hs-image-align-center\" height=\"390\" style=\"height: auto; width: 640px;\" src=\"https:\/\/8764694.fs1.hubspotusercontent-na1.net\/hubfs\/8764694\/Drone-png.png\" width=\"640\" loading=\"lazy\"><\/p>\n<p style=\"text-align: justify;\">We&#8217;ll use this scenario to illustrate how to deal with this problem and implement a solution using 3DEXPERIENCE tools.<\/p>\n<p style=\"text-align: justify;\">&nbsp;<\/p>\n<hr>\n<h3 style=\"text-align: justify;\">Step 1: <strong>Create a problem report and notify the relevant team<\/strong><\/h3>\n<p style=\"text-align: justify;\"><strong>Objective<\/strong>: Capture the identified problem and assign it to the appropriate team.<\/p>\n<h4 style=\"text-align: justify;\">Activities :<\/h4>\n<p><strong>1. Create a problem statement<\/strong>:<\/p>\n<div class=\"hs-callout-type-tip\" data-hs-callout-type=\"tip\">\n<p>I advise you to create a tab dedicated to issue management, containing the <strong>Issue Management<\/strong>, <strong>Change Action<\/strong> and <strong>Issue 3D Review <\/strong>applications, as in the video below. This will simplify your navigation. <\/p>\n<\/div>\n<ul>\n<ul>\n<li><strong>Action<\/strong>: Open the <strong>Issue 3D Review<\/strong> application.&nbsp;<\/li>\n<li><strong>Details<\/strong>: Record the motor overheating problem. In the &#8220;Properties&#8221; tab, write down the problem in detail, including test conditions, observed symptoms, and any relevant data. <\/li>\n<\/ul>\n<\/ul>\n<div class=\"hs-embed-wrapper hs-fullwidth-embed\" style=\"position: relative; overflow: hidden; width: 100%; height: auto; padding: 0px; min-width: 256px; display: block; margin: auto;\" data-service=\"youtube\" data-responsive=\"true\">\n<div class=\"hs-embed-content-wrapper\">\n<div style=\"position: relative; overflow: hidden; max-width: 100%; padding-bottom: 56.25%; margin: 0px;\" data-mce-style=\"position: relative; overflow: hidden; max-width: 100%; padding-bottom: 56.25%; margin: 0px;\" data-mce-fragment=\"1\"><iframe height=\"144.64\" src=\"https:\/\/www.youtube.com\/embed\/ZiqPY7Ms-a8?feature=oembed\" style=\"position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;\" width=\"256\" allowfullscreen=\"allowfullscreen\" data-mce-src=\"https:\/\/www.youtube.com\/embed\/ZiqPY7Ms-a8?feature=oembed\" data-mce-style=\"position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;\" data-mce-fragment=\"1\" loading=\"lazy\"><\/iframe><\/div>\n<\/div>\n<\/div>\n<p><strong>2. Add relevant data:<\/strong><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul style=\"text-align: justify;\">\n<li><strong>Action: <\/strong>In the &#8220;Content&#8221; and &#8220;Attachments&#8221; tabs, select the item(s) concerned and add the documentary resources that illustrate the concern.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<div class=\"hs-embed-wrapper hs-fullwidth-embed\" style=\"position: relative; overflow: hidden; width: 100%; height: auto; padding: 0px; min-width: 256px; display: block; margin: auto;\" data-service=\"youtube\" data-responsive=\"true\">\n<div class=\"hs-embed-content-wrapper\">\n<div style=\"position: relative; overflow: hidden; max-width: 100%; padding-bottom: 56.25%; margin: 0px;\" data-mce-style=\"position: relative; overflow: hidden; max-width: 100%; padding-bottom: 56.25%; margin: 0px;\" data-mce-fragment=\"1\"><iframe height=\"144.64\" src=\"https:\/\/www.youtube.com\/embed\/UbDUzBe3KM8?feature=oembed\" style=\"position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;\" width=\"256\" allowfullscreen=\"allowfullscreen\" data-mce-src=\"https:\/\/www.youtube.com\/embed\/UbDUzBe3KM8?feature=oembed\" data-mce-style=\"position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;\" data-mce-fragment=\"1\" loading=\"lazy\"><\/iframe><\/div>\n<\/div>\n<\/div>\n<p><strong>3. Assign the problem<\/strong>:<\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li><strong>Action<\/strong>: In the &#8220;Members&#8221; tab, assign the problem to the team responsible for solving it.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<div class=\"hs-embed-wrapper hs-fullwidth-embed\" style=\"position: relative; overflow: hidden; width: 100%; height: auto; padding: 0px; min-width: 256px; display: block; margin: auto;\" data-service=\"youtube\" data-responsive=\"true\">\n<div class=\"hs-embed-content-wrapper\">\n<div style=\"position: relative; overflow: hidden; max-width: 100%; padding-bottom: 56.25%; margin: 0px;\" data-mce-style=\"position: relative; overflow: hidden; max-width: 100%; padding-bottom: 56.25%; margin: 0px;\" data-mce-fragment=\"1\"><iframe height=\"144.64\" src=\"https:\/\/www.youtube.com\/embed\/fdiAcJLr8d4?feature=oembed\" style=\"position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;\" width=\"256\" allowfullscreen=\"allowfullscreen\" data-mce-src=\"https:\/\/www.youtube.com\/embed\/fdiAcJLr8d4?feature=oembed\" data-mce-style=\"position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;\" data-mce-fragment=\"1\" loading=\"lazy\"><\/iframe><\/div>\n<\/div>\n<\/div>\n<p><\/p>\n<hr>\n<h3 style=\"text-align: justify;\">Step 2: Analysis and review in 3D context<\/h3>\n<p style=\"text-align: justify;\"><strong>Objective<\/strong>: Analyze the problem using 3D visualization and prepare the modification phase.<\/p>\n<h4 style=\"text-align: justify;\">Activities :<\/h4>\n<p><strong>Explore the 3D model with Issue 3D Review<\/strong>:<\/p>\n<ul>\n<li><strong>Action<\/strong>: Load the drone&#8217;s 3D model into <strong>Issue 3D Review<\/strong>.<\/li>\n<li><strong>Details<\/strong>: Use the navigation tools to examine engine components and visually identify areas of overheating. Add annotations to highlight problem areas. <\/li>\n<\/ul>\n<div class=\"hs-embed-wrapper hs-fullwidth-embed\" style=\"position: relative; overflow: hidden; width: 100%; height: auto; padding: 0px; min-width: 256px; display: block; margin: auto;\" data-service=\"youtube\" data-responsive=\"true\">\n<div class=\"hs-embed-content-wrapper\">\n<div style=\"position: relative; overflow: hidden; max-width: 100%; padding-bottom: 56.25%; margin: 0px;\"><iframe width=\"256\" height=\"144.64\" src=\"https:\/\/www.youtube.com\/embed\/wcwzYwoMlpY?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen=\"\" title=\"Problem management and change requests - Step 2\" style=\"position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;\" loading=\"lazy\"><\/iframe><\/div>\n<\/div>\n<\/div>\n<hr>\n<h3 style=\"text-align: justify;\">Step 3: Planning and validating change<\/h3>\n<p style=\"text-align: justify;\"><strong>Objective<\/strong>: Propose and validate the corrective actions needed to solve the problem.<\/p>\n<h4 style=\"text-align: justify;\">Activities :<\/h4>\n<p><strong>1. Creating a Change Action<\/strong>:<\/p>\n<ul>\n<li><strong>Action<\/strong>: Open the <strong>Change Execution<\/strong> application and propose a modification (e.g. replacing motors or adding a cooling system).<\/li>\n<li><strong>Details<\/strong>: Document the change proposal, including details such as estimated costs, timescales and potential impacts on design and production.<\/li>\n<\/ul>\n<div class=\"hs-embed-wrapper hs-fullwidth-embed\" style=\"position: relative; overflow: hidden; width: 100%; height: auto; padding: 0px; min-width: 256px; display: block; margin: auto;\" data-service=\"youtube\" data-responsive=\"true\">\n<div class=\"hs-embed-content-wrapper\">\n<div style=\"position: relative; overflow: hidden; max-width: 100%; padding-bottom: 56.25%; margin: 0px;\"><iframe width=\"256\" height=\"144.64\" src=\"https:\/\/www.youtube.com\/embed\/53FTVI2zmf0?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen=\"\" title=\"Problem management and change requests - Step 3\" style=\"position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;\" loading=\"lazy\"><\/iframe><\/div>\n<\/div>\n<\/div>\n<p><strong>2. Validation route<\/strong>:<\/p>\n<ul>\n<li><strong>Action<\/strong><span style=\"font-size: medium;\"> Create a validation route to obtain approval for the change.<\/span><\/li>\n<li><strong>Details<\/strong>: Define a validation sequence involving key stakeholders (such as the project manager, production team, and quality department) to review and approve the change.<\/li>\n<\/ul>\n<p>\ud83d\udc49 Need more information on validation routes?  <a href=\"https:\/\/hub.xdinnovation.eu\/knowledge\/processus-de-validation-routes\" target=\"_blank\" rel=\"noopener\">Read the article!<\/a><\/p>\n<p>&nbsp;<\/p>\n<hr>\n<h3 style=\"text-align: justify;\">Stage 4: Implementing and monitoring change<\/h3>\n<p style=\"text-align: justify;\"><strong>Objective<\/strong>: Apply the approved change and monitor its implementation.<\/p>\n<h4 style=\"text-align: justify;\">Activities :<\/h4>\n<p><strong>Implementing the Change Plan<\/strong>:<\/p>\n<ul>\n<li><strong>Action<\/strong>: Implement approved corrective actions.<\/li>\n<\/ul>\n<div class=\"hs-embed-wrapper hs-fullwidth-embed\" style=\"position: relative; overflow: hidden; width: 100%; height: auto; padding: 0px; min-width: 256px; display: block; margin: auto;\" data-service=\"youtube\" data-responsive=\"true\">\n<div class=\"hs-embed-content-wrapper\">\n<div style=\"position: relative; overflow: hidden; max-width: 100%; padding-bottom: 56.25%; margin: 0px;\"><iframe width=\"256\" height=\"144.64\" src=\"https:\/\/www.youtube.com\/embed\/mQ7pBy89kkQ?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen=\"\" title=\"Problem management and change requests - Step 4\" style=\"position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;\" loading=\"lazy\"><\/iframe><\/div>\n<\/div>\n<\/div>\n<hr>\n<h3 style=\"text-align: justify;\">Step 5: Final validation and problem closure<\/h3>\n<p style=\"text-align: justify;\"><strong>Objective<\/strong>: Check that the change has solved the problem and close the problem record in the system.<\/p>\n<h4 style=\"text-align: justify;\">Activities :<\/h4>\n<p><strong>1. Final validation<\/strong>:<\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li><strong>Action<\/strong>: Run tests to check that the overheating problem has been solved.<\/li>\n<li><strong>Details<\/strong>: Use the same test conditions as those used to identify the problem, to ensure the success of the solution.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<div class=\"hs-embed-wrapper hs-fullwidth-embed\" style=\"position: relative; overflow: hidden; width: 100%; height: auto; padding: 0px; min-width: 256px; display: block; margin: auto;\" data-service=\"youtube\" data-responsive=\"true\">\n<div class=\"hs-embed-content-wrapper\">\n<div style=\"position: relative; overflow: hidden; max-width: 100%; padding-bottom: 56.25%; margin: 0px;\"><iframe width=\"256\" height=\"144.64\" src=\"https:\/\/www.youtube.com\/embed\/8xKx5nOW-CA?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen=\"\" title=\"Problem management and change requests - Step 5 1\" style=\"position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;\" loading=\"lazy\"><\/iframe><\/div>\n<\/div>\n<\/div>\n<p><strong>2. Closing the problem in Issue Management<\/strong>:<\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li><strong>Action<\/strong>: Close the issue in <strong>Issue Management<\/strong> after validation.<\/li>\n<li><strong>Details<\/strong>: Mark the problem as solved, add comments on the actions taken and archive it for future reference.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<div class=\"hs-embed-wrapper hs-fullwidth-embed\" style=\"position: relative; overflow: hidden; width: 100%; height: auto; padding: 0px; min-width: 256px; display: block; margin: auto;\" data-service=\"youtube\" data-responsive=\"true\">\n<div class=\"hs-embed-content-wrapper\">\n<div style=\"position: relative; overflow: hidden; max-width: 100%; padding-bottom: 56.25%; margin: 0px;\"><iframe width=\"256\" height=\"144.64\" src=\"https:\/\/www.youtube.com\/embed\/oM2jhIh_Cr8?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen=\"\" title=\"Problem management and change requests - Step 5 2\" style=\"position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;\" loading=\"lazy\"><\/iframe><\/div>\n<\/div>\n<\/div>\n<hr>\n<h3>Conclusion<\/h3>\n<p>This structured process helps you to identify, analyze and resolve problems, while ensuring the necessary coordination and approval of changes using <strong>Issue Management<\/strong>, <strong>Change Action<\/strong>, <strong>Issue 3D Review and Route Management<\/strong> tools.<\/p>\n<p>\ud83d\udc49To find out more, contact us!<\/p>\n<hr>\n","protected":false},"excerpt":{"rendered":"<p>Context: Scenario Let&#8217;s imagine you work for a company that  &#8230;<\/p>\n","protected":false},"author":283,"featured_media":0,"comment_status":"","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"content-type":"","footnotes":""},"categories":[500],"tags":[],"class_list":["post-47973","post","type-post","status-publish","format-standard","hentry","category-validation-process"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.4 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>2. 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