ISO 10007 Portal Training

[Audio] This PowerApps solution has been developed to digitize and standardize Configuration Management activities across Transnet Engineering in accordance with ISO 10007, SAE EIA-649-C, and CM2/IPX Configuration Management best practices. During this short demonstration, we'll explore the system architecture, user roles, and the four primary business functions available through the portal. On the left of the screen you'll see the System Purpose. The application replaces fragmented manual engineering processes with controlled electronic workflows. The objectives of the system are to: Standardize engineering numbering Control engineering changes Improve document traceability Eliminate duplicate numbering Improve audit readiness Reduce engineering delays Integrate engineering information across enterprise systems Together these objectives establish a single source of truth for engineering information. In the centre of the screen is the Overall System Architecture. Every process begins with the user, who accesses the PowerApps Portal. The portal securely integrates with: Microsoft SharePoint S-A-P Document Management System Siemens Teamcenter Information from these enterprise systems is synchronized into the Configuration Database. The Configuration Manager validates and authorizes controlled releases, ensuring every engineering record is traceable throughout its lifecycle. On the right is the User Roles Matrix. Each role has clearly defined responsibilities. The Requestor initiates requests. The Configuration Controller validates submitted information. The Configuration Manager approves configuration records. The Senior Engineer performs technical approvals. The Plant Configuration Management Coordinator oversees local configuration activities. Finally, the System Administrator manages portal configuration and user access. This segregation of duties strengthens governance and maintains configuration integrity. At the bottom left is the Home Dashboard. This serves as the central navigation point for all Configuration Management activities. From here users can access: Create New Number Engineering Change Requests Document Requests Configuration Status Accounting Dashboard Reporting Each module follows a standardized workflow, making the system intuitive and consistent. Selecting Create New Number opens the Engineering Numbering module. Users enter metadata such as: Product Plant Project Engineering Discipline Classification Business Unit The system validates mandatory information, checks for duplicate numbers, generates a unique engineering identifier, registers it in S-A-P--, and automatically creates a complete audit trail. When an engineering problem is identified, users select Engineering Change Request. The request captures: Product information Problem origin Classification Description Affected drawings Supporting attachments The request is routed through Engineering Review, Configuration Management approval, and the Configuration Control Board before implementation. This ensures all engineering changes are fully evaluated and authorized before execution. The Document Request module allows users to request controlled engineering documentation. After entering requestor information and document details, the system verifies: Document availability Current revision Control status Only the latest approved controlled copies are issued. Every request is recorded to maintain complete traceability and revision control. Finally, Configuration Status Accounting, or C-S-A--, provides real time visibility of engineering information. Management can instantly monitor: Configuration baselines Engineering changes Released drawings Document status Lifecycle state Revision history Approval status This enables informed decision making while ensuring compliance with ISO 10007, SAE EIA-649-C, and enterprise governance requirements. The ISO 10007 Configuration Management System transforms engineering information into a secure, controlled, and fully traceable digital process. By integrating PowerApps, S-A-P--, SharePoint, and Siemens Teamcenter, the solution delivers standardized workflows, stronger governance, improved operational efficiency, and complete lifecycle visibility—supporting Transnet Engineering's commitment to safe, reliable, and world class engineering excellence..

[Audio] Let's take a guided tour of the screen. After successfully logging in using your corporate credentials, you will arrive at the Home Screen. At the top of the page, you'll see your user profile together with notification and help icons. These provide quick access to system alerts, pending approvals, and user assistance. On the left hand navigation panel are the primary Configuration Management functions available to your role. The first option is Home, which always returns you to this dashboard. Next is Create New Number. Select this option whenever you need to generate a controlled engineering identifier such as a Drawing Number, Document Number, or Design Project Number. The system validates all information, checks for duplicate numbers, and registers approved identifiers in S-A-P-. The second function is Create Engineering Change Request, where engineering problems or proposed changes are formally captured. Every Engineering Change Request follows an approved workflow that includes engineering review, configuration approval, audit logging, and Change Control Board processing. The Create Document Request module allows users to request controlled engineering documents. The application verifies document revisions, maintains issue history, and ensures only authorized controlled copies are released. Selecting Configuration Status Accounting, or C-S-A--, provides visibility of configuration baselines, released drawings, engineering changes, lifecycle status, revision history, and approval status across all managed Configuration Items. Finally, the Dashboard presents management information including workload statistics, key performance indicators, open requests, approval status, and overall Configuration Management performance. At the centre of the screen are the Quick Action tiles. These provide one click access to the same major functions, allowing users to begin work immediately without navigating through menus. Below the Quick Actions is the My Tasks section. This area displays work items assigned specifically to you, including pending approvals, requests currently under review, approved submissions, and any returned requests requiring further action. Selecting any task opens it directly for processing. Alongside My Tasks is the Notifications panel. Here you'll receive real time updates whenever a request is submitted, approved, rejected, or completed. This helps users remain informed without searching through emails or multiple systems. On the right hand side of the screen is the Home Screen Workflow, which illustrates the complete Configuration Management process. Every transaction follows the same controlled sequence. First, the user logs into the system. Next, the required business function is selected. The user then completes the electronic form and uploads any supporting documentation. The application automatically performs validation checks, verifies mandatory fields, and prevents duplicate records. Once validated, the request is routed to the appropriate approver according to the configured approval workflow. After approval, the system updates the relevant records in SAP S/4HANA and S-A-P Document Management System, ensuring configuration data remains synchronized. Notifications are automatically sent to all relevant stakeholders. Finally, Configuration Status Accounting is updated, providing real time visibility of the current configuration baseline for reporting, compliance, and audit purposes. Across the bottom of the dashboard, you'll find key business benefits and live performance indicators. These demonstrate how the system improves engineering efficiency through standardized processes, full traceability, integrated enterprise systems, real time configuration visibility, reduced engineering delays, secure engineering data management, and compliance with international Configuration Management standards..

[Audio] Let's walk through the process. At the top of the screen, you'll see the Supported Numbers panel. The system can generate three controlled engineering identifiers: Drawing Numbers Document Numbers Design Project Numbers Select the appropriate number type from the Number Type drop down list before entering any additional information. In the centre of the screen is the Metadata Details section. This is where all mandatory engineering information is captured. Begin by selecting the Product that the number relates to. Next, choose the appropriate Plant, followed by the Business Unit responsible for the engineering work. Enter or select the relevant Project, then identify the Engineering Discipline, such as Mechanical, Electrical, Civil, or Systems Engineering. Next, select the appropriate Classification, which determines how the engineering information will be managed and reported. Provide the Reason for requesting the new number, ensuring that it accurately reflects the business need. The remaining fields—including Requested By, Cost Centre, Priority, Reference Document, Requested Date, and Description—provide additional traceability information that becomes part of the permanent audit record. Notice that mandatory fields are marked with a red asterisk. These fields must be completed before the system allows the request to proceed. On the right hand side of the screen is the Number Preview panel. As metadata is entered, the system automatically prepares the proposed engineering number using Transnet Engineering's standardized numbering convention. In this example, the preview displays a Drawing Number generated from the selected Plant, Engineering Discipline, Project, and sequence number. Directly below is the Status panel, which shows the progress of your request through the controlled workflow. As each stage is successfully completed, a green indicator confirms progress. The workflow begins with Metadata Completed, followed by Validation Passed, where the system checks that all required information has been entered correctly. Next is the Duplicate Check, which automatically searches the Configuration Database and S-A-P to ensure that the requested identifier does not already exist. If no duplicates are found, the request proceeds to Approval, where it is routed electronically to the appropriate Configuration Manager or authorized approver. Once approved, the system automatically Generates the Number, registers it within SAP S/4HANA, and sends a notification confirming successful completion. The workflow illustrated on the left hand side summarizes these eight controlled steps—from selecting the number type through to notifying the requestor. Once you have reviewed all information, simply select Submit. The system will immediately validate the request and begin the automated approval workflow. If corrections are required before submission, the Clear button allows you to reset the form and begin again. Along the right hand side of the screen, you'll also find a summary of the Required Inputs and the expected Outputs. Upon successful completion, the system delivers four key outputs: A unique engineering number. A permanent audit trail. Automatic registration in S-A-P-. And a confirmation email to the requestor. At the bottom of the screen is the Audit Trail example. Every significant action—including request submission, validation, duplicate checking, approvals, S-A-P registration, and notification—is automatically recorded with the date, time, responsible user, and action performed. This provides complete lifecycle traceability and supports internal audits, regulatory compliance, and engineering governance. Finally, the Integration Overview illustrates how the New Number Module connects the PowerApps Portal, the Configuration Database, SAP S/4HANA, and the email notification service. This seamless integration ensures that engineering information remains synchronized across enterprise systems while eliminating manual data entry and reducing the risk of errors..

[Audio] Welcome to the Engineering Change Request, or E-C-R--, module of the ISO 10007 Configuration Management System. This module provides the formal process for identifying, evaluating, approving, and implementing engineering changes across Transnet Engineering. Every engineering change—whether driven by a quality issue, safety concern, reliability improvement, customer requirement, or design enhancement—must be captured and managed through this controlled workflow. The E-C-R process ensures that all changes are fully traceable and compliant with ISO 10007, SAE EIA-649-C, CM2/IPX, ISO 9001, and ISO 15288, protecting the integrity of engineering baselines and ensuring that no unauthorized changes are introduced into operational products. Let's walk through the screen together. At the top of the page, you'll see the Purpose of the module—to capture engineering problems requiring controlled change. Across the top are the key business benefits delivered by the process, including controlled change management, reduced engineering risk, improved configuration integrity, audit readiness, enhanced reliability, and complete stakeholder visibility. The main section of the screen contains the E-C-R Details form. The E-C-R Number is automatically generated by the system once the request is created, ensuring every Engineering Change Request has a unique identifier. Begin by selecting the affected Product, followed by the relevant Plant where the issue occurred. Next, identify the Problem Origin, such as Assembly, Manufacturing, Operations, Maintenance, or Field Service. Select the appropriate Problem Type, followed by the engineering Classification, which helps determine the level of review and approval required. Then identify the associated Project, if applicable, and assign the Approver, normally the responsible Senior Engineer or Design Authority. On the right hand side, you'll enter supporting information including the current Status, the engineering Priority, the Requested By field, and the Requested Date. The Description field is one of the most important sections of the form. Here, clearly describe the engineering problem, including what was observed, where it occurred, the impact on the product or process, and any immediate actions already taken. A clear and accurate description enables faster technical assessment and more effective decision making. To the right is the Affected Items section. This is where you identify every Configuration Item impacted by the proposed change, including affected drawings, technical specifications, procedures, reports, or other engineering documentation. Accurately identifying affected Configuration Items ensures that downstream engineering baselines remain complete and fully traceable. Below this section is Attachments. Upload supporting evidence such as photographs, inspection reports, failure analysis results, test reports, drawings, or supplier documentation. Providing comprehensive supporting information reduces review time and improves engineering decision quality. Once all required information has been entered, you may select Save Draft if additional information is still being gathered, or select Submit E-C-R to begin the formal engineering approval process. On the left hand side of the screen is the E-C-R Process Flow, illustrating the complete lifecycle of an Engineering Change Request. The process begins when an engineering problem is identified. An Engineering Change Request is then created and assigned to the appropriate reviewer. The engineering team evaluates the issue before it proceeds for technical approval. Next, the Configuration Manager reviews the proposed change to assess its impact on configuration baselines and related Configuration Items. Where required, the Change Control Board, or C-C-B--, evaluates the technical, operational, commercial, and safety implications before making a formal approval decision. Once approved, an Engineering Change Order is issued, authorizing implementation of the approved solution. Following implementation, the Configuration Status Accounting records are updated to reflect the new approved configuration baseline. On the right side of the screen, the Engineering Controls remind users of the mandatory assessments that occur during every Engineering Change Request. These include Failure Classification, Impact Assessment, Configuration Verification, Risk Review, Approval Workflow, and comprehensive Audit Logging. These controls ensure that every engineering change is evaluated not only for technical correctness, but also for its effect on safety,.

[Audio] Welcome to the Document Request module of the ISO 10007 Configuration Management System. This module provides a secure and standardized process for requesting controlled engineering documents across Transnet Engineering. Whether you require engineering drawings, specifications, technical manuals, data packs, or other controlled records, every request is managed through a structured workflow that ensures only the latest approved revisions are issued. The Document Request process supports the principles of ISO 10007, SAE EIA-649-C, ISO 9001, and CM2/IPX, ensuring complete document traceability, configuration integrity, and audit readiness throughout the engineering lifecycle. Let's walk through the screen together. At the top of the page, you'll see the Purpose of the module—to request controlled engineering documents. Alongside this are the key benefits of the process, including controlled document distribution, full traceability and visibility, regulatory compliance, improved time efficiency, and enhanced audit readiness. The request process is divided into three simple steps. Step 1 – Requestor Details Begin by completing the Requestor Details section. The system automatically records your Requestor Name and Email Address once you log into the portal. Next, select the appropriate Request Type, such as a Drawing, Data Pack, Manual, or Technical Specification. Choose the required Control Type. For most engineering activities, this will be Controlled Copy, ensuring that the document remains under formal Configuration Management control. Select your Cost Centre, followed by the relevant Business Unit, Project Name, and Plant. Next, select the Reason for Requesting the document, such as Quality Assurance, Maintenance, Manufacturing, Inspection, or Engineering Design. Finally, enter any additional information in the Remarks field. Providing sufficient detail helps the Configuration Management team process your request more efficiently. Once all mandatory fields have been completed, select Next to continue. Step 2 – Document Details In the second step, specify the engineering documents you require. Begin by entering the S-A-P Document Number, if known. Next, enter one or more Drawing Numbers. Select the required Document Size, followed by the Number of Copies required. If additional sub drawings are needed, simply enable the Sub Drawings option and enter the associated drawing numbers. Where supporting information is available, upload any relevant attachments using the Browse Files button. These attachments may include purchase orders, engineering instructions, work orders, or customer correspondence that support the request. Once all document information has been completed, select Review and Submit to begin the approval process. Process Workflow On the left hand side of the screen is the Document Request Process Flow, which illustrates the complete lifecycle of every request. The process begins when the request is submitted. The application immediately performs automated validation, checking that all mandatory information has been entered and that business rules have been satisfied. The request is then routed to the Configuration Management team for review. During the Document Availability Check, the system verifies that the requested document exists within S-A-P Document Management System, confirms that the latest approved revision is available, and checks the requestor's authorization to receive the document. If approved, the system prepares the appropriate Controlled Copy in accordance with the selected control type. The document is then formally released to the requestor. Every activity is automatically recorded in the Audit Log, including timestamps, user information, and document issue history. Finally, the request is closed and the status is updated for reporting and Configuration Status Accounting. Request Summary and Document Preview On the right hand side of the screen is the Request Summary panel. This provides a real time overview of the request, including the Request ID, current status, priority, requestor, project, plant, and control type. Below this is the Document Preview. Where available, the system displays the latest approved revision together with the document number, revision level, release date, and current status. Users can also select View in SAP DMS to access the official controlled document directly from the enterprise document management system. The Recent Requests panel provides quick access.

[Audio] Welcome to the Configuration Status Accounting, or C-S-A--, module. In this video, you'll learn how to use the C-S-A dashboard to monitor the real time status of engineering configuration information throughout the product lifecycle. Configuration Status Accounting is one of the core principles of ISO 10007 and EIA-649-C Configuration Management. Its purpose is to provide accurate, current, and traceable information about every controlled engineering item. Let's begin. When you open the C-S-A module, you'll immediately see the C-S-A Dashboard, which acts as the single source of truth for engineering configuration information. Across the top of the screen are the major configuration elements being monitored. These include: Configuration Baselines Engineering Changes Released Drawings Document Status Lifecycle State Revision Status and Approval Status. These indicators are updated automatically as approved engineering activities occur within the system. In the centre of the screen is the Real Time Configuration Visibility Dashboard. This provides live engineering metrics. The first tile displays the total number of Configuration Baselines currently under management. Next is the Engineering Changes tile, showing all open Engineering Change Requests and Engineering Change Orders. The Released Drawings tile displays the number of controlled engineering drawings currently released for use. Finally, the Document Status tile shows the total number of controlled engineering documents managed by the system. These values are automatically synchronized from SAP, SAP DMS, Teamcenter and the Configuration Database. Below the summary tiles are graphical dashboards that help you quickly understand engineering performance. The Lifecycle State chart shows whether configuration items are As Designed, As Built, As Maintained or As Disposed. The Revision Status chart displays how many documents are Current, Superseded, Obsolete or still in Draft. The Approval Status chart shows the progress of engineering approvals, allowing management to identify pending or rejected items. These visual indicators help engineering teams focus attention where action is required. On the right hand side is the Recent Configuration Changes panel. Here you can view recently submitted Engineering Change Requests and Engineering Change Orders together with their current status and submission dates. Selecting any item allows you to drill into its complete engineering history. Below this is the Document Status Overview, which summarizes the release status of all controlled engineering documents. The Alerts and Notifications section highlights important activities requiring attention. Examples include: Engineering Changes awaiting approval, Documents pending release, Baselines requiring verification, or obsolete configuration items that may require action. This enables proactive management before issues affect operations. Further down the screen is the Configuration Items Overview table. Each configuration item displays: Item ID, Description, Associated Baseline, Lifecycle State, Revision, Document Status, Approval Status, and the date it was last updated. This provides complete traceability for every managed engineering asset. At the bottom of the screen you'll find the Integration Flow. This illustrates how approved engineering information moves seamlessly from the PowerApps Portal into SAP S/4HANA, S-A-P Document Management System, the C-S-A Database, and finally into executive dashboards and management reports. This automated integration eliminates manual reporting and ensures everyone is working from the same controlled information. The Key Performance Indicators, or K-P-I-s-, provide valuable management insight into engineering performance. These include: Average Change Cycle Time, Document Release Time, Baseline Accuracy, and Approval Lead Time. These metrics support continuous improvement and operational excellence. Finally, the Reports Available section provides direct access to standard Configuration Management reports, including: Configuration Status Reports, Baseline Compliance Reports, Document Release Reports, Lifecycle Reports, Revision History Reports, Approval Status Reports, Change Impact Reports, and Obsolescence Reports. These reports support engineering governance, audits, compliance verification and informed management decision making..