[FW][IMP] PLM: Update style in ECO

content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst

@@ -15,23 +15,21 @@ products, and :doc:`bills of materials <../../manufacturing/basic_setup/bill_con
 Engineering change orders can be created:
 
 #. :ref:`directly in the ECO type <plm/eco/create-eco>`.
-#. by an operator in the :ref:`tablet view <plm/eco/tablet-view>` of an operation.
 #. automatically from feedback submitted to the :ref:`ECO type's email alias <plm/eco/eco-type>`.
 
 .. _plm/eco/create-eco:
 
 Create ECO
 ==========
 
-To create a new |ECO|, begin by navigating to the *PLM* app. Then, select the |ECO| type card that
-will be used to track the progress of the change. On the :guilabel:`Engineering Change Orders` page,
-click the :guilabel:`New` button in the top-left corner.
+To create a new |ECO|, begin by navigating to the **PLM** app. Then, select the |ECO| type that
+should be used to track the progress of the change. On the :guilabel:`Engineering Change Orders`
+page, click the :guilabel:`New` button in the top-left corner.
 
 .. note::
-   Learn how to create new :ref:`ECO types <plm/eco/eco-type>` to categorize and organize change
-   orders. Doing so ensures employees only view the |ECOs| related to their responsibilities,
-   whether it involves new product introductions, targeted product line updates, or regulatory
-   compliance fulfillment.
+   :doc:`ECO types <eco_type>` categorize and organize change orders. Doing so can ensure that
+   employees only view the |ECOs| related to their responsibilities, whether it involves new product
+   introductions, targeted product line updates, or regulatory compliance fulfillment.
 
 On the |ECO| form, fill in the following fields accordingly:
 
@@ -43,16 +41,24 @@ On the |ECO| form, fill in the following fields accordingly:
 - :guilabel:`Bill of Materials` specifies the changed |BOM|. It auto-populates if the product in
   :guilabel:`Product` field has an existing |BOM|. If multiple |BOMs| exist, select the intended
   radio options from the drop-down menu.
+
+   .. important::
+      A :guilabel:`Product` must be selected before :guilabel:`Bill of Materials` options is
+      available.
+
 - :guilabel:`Company` field is used in multi-company databases. Specify if the change applies to
   products in a specific company, or leave blank if the change applies to all companies.
+
+   .. note::
+      :guilabel:`Company` is only available to specify with multiple companies enabled. See
+      :doc:`../../../general/multi_company`.
+
 - :guilabel:`Responsible` represents the assignee in charge of this |ECO|. (Optional)
 - :guilabel:`Effective` specifies when the |ECO| becomes live. Choosing :guilabel:`As soon as
   possible` means the |ECO| applies to the production |BOM| as soon as an authorized user
-  :ref:`applies the changes <plm/eco/apply-changes>`.
-
-  On the other hand, choosing :guilabel:`At Date`, and setting a specific date, leaves a date that
-  makes it easier to track the version history of the |BOM|, and the specific date |BOMs|, used for
-  production.
+  :ref:`applies the changes <plm/eco/apply-changes>`. :guilabel:`At Date` with a specific date
+  selected will only apply the |BOM| at that date, making it easier to track the version history of
+  the |BOM| in production.
 - :guilabel:`Tags` are assigned to |ECOs| for prioritization and organization. Create a new tag by
   typing the name in the field and selecting :guilabel:`Create` from the drop-down menu. (Optional)
 
@@ -61,7 +67,7 @@ the changes.
 
 By pressing :guilabel:`Start Revision`, three actions occur:
 
-#. The :guilabel:`Documents` smart button appears, storing relevant files of the |BOM|.
+#. The :guilabel:`Documents` smart button appears, storing the relevant files of the |BOM|.
 #. A copy of the production |BOM| is stored in the newly-appeared :guilabel:`Revision` smart button
    of the |ECO|. The next available version number (e.g., `V2`, `V3`, ...) is also assigned to keep
    track of all |BOM| versions.
@@ -73,8 +79,7 @@ By pressing :guilabel:`Start Revision`, three actions occur:
    Revision` button has been pressed.
 
 .. image:: engineering_change_orders/eco-form.png
-   :align: center
-   :alt: ECO with overview of stages in the top-right corner, and *Revision* smart button.
+   :alt: ECO with overview of stages in the top-right corner, and Revision smart button.
 
 Change components
 =================
@@ -89,7 +94,6 @@ the current version, by flagging the test |BOM| with a large :guilabel:`Archived
    Doing so opens the archived |BOM|, marked with a large red :guilabel:`Archived` flag.
 
    .. image:: engineering_change_orders/archived-bom.png
-      :align: center
       :alt: Show the archived Bill of Materials.
 
 On the new |BOM|, in the :guilabel:`Components` tab, proceed to modify the components list, by
@@ -103,15 +107,20 @@ changing the :guilabel:`Quantity` of existing components, adding new components
    additional component, `Stabilizers`, is added.
 
    .. image:: engineering_change_orders/version-2-bom.png
-      :align: center
-      :alt: Make changes to components by going to the new BoM with the *Revision* smart button.
+      :alt: A revised BOM
 
 Compare changes
 ---------------
 
-Once the changes are complete, navigate back to the |ECO|, by clicking `ECO00X` in the breadcrumbs
-located in the top-left corner. On the |ECO| form, a new :guilabel:`BoM Changes` tab displays the
-differences between the current |BOM| and the new version.
+To compare a revised |BOM| to the previous version, navigate to the |ECO| for that |BOM| in either
+of these ways:
+
+#. From the revised |BOM|, click the |ECO| name (for example, `ECO005: Improve...`) in the
+   breadcrumbs located in the top-left corner.
+#. From the :guilabel:`PLM Overview`,  select the |ECO| type in the :guilabel:
+
+On the |ECO| form, a new :guilabel:`BoM Changes` tab displays the differences between the current
+|BOM| and the new version.
 
 Blue text indicates new components added to the revised |BOM| that are not in the production |BOM|.
 Black text represents updates shared by both |BOMs|, while red text indicates components removed in
@@ -125,8 +134,7 @@ used in production. That is, until the :ref:`changes are applied <plm/eco/apply-
    :guilabel:`BoM Changes` tab of the |ECO|.
 
    .. image:: engineering_change_orders/bom-changes.png
-      :align: center
-      :alt: View summary of component changes in the *BoM Changes* tab.
+      :alt: View summary of component changes in the BoM Changes tab.
 
 Change operations
 =================
@@ -152,8 +160,13 @@ clicking the :guilabel:`Archive Operation` button.
 Compare changes
 ---------------
 
-Once the changes are complete, navigate back to the |ECO|, by clicking `ECO00X` in the breadcrumbs
-located in the top-left corner.
+To compare a revised operations to the previous version, navigate to the |ECO| for the |BOM| in
+either of these ways:
+
+#. From the revised |BOM|, click the |ECO| name (for example, `ECO005: Improve...`) in the
+   breadcrumbs located in the top-left corner
+#. From the :guilabel:`PLM Overview`,  select the |ECO| type card, and then the correct |ECO| from
+   the Kanban view.
 
 On the |ECO| form, a new :guilabel:`Operation Changes` tab displays the differences between the
 current production |BOM| and the new version.
@@ -182,8 +195,7 @@ reflect the following information:
    it.
 
    .. image:: engineering_change_orders/instructions-smart-button.png
-      :align: center
-      :alt: Show *Instructions* smart button to check whether an operation has additional
+      :alt: Show Instructions smart button to check whether an operation has additional
             instructions.
 
 - :guilabel:`Step Type` details the type of quality control for further instructions in the
@@ -212,8 +224,7 @@ reflect the following information:
       provides additional assembly details.
 
    .. image:: engineering_change_orders/operation-changes.png
-      :align: center
-      :alt: Show *Operation Changes* tab in an |ECO|.
+      :alt: Operation Changes tab in an |ECO|.
 
 .. _plm/eco/apply-changes:
 
@@ -231,7 +242,7 @@ archives the original production |BOM|, and the revised |BOM| becomes the new pr
 Verify changes
 --------------
 
-To ensure the changes are live, from the |ECO| where the :guilabel:`Apply Changes` button was just
+To ensure the changes are live, from the |ECO| where the :guilabel:`Apply Changes` button was
 pressed, return to the revised |BOM| by clicking the :guilabel:`Revision` smart button.
 
 On the revised |BOM|, the large red :guilabel:`Archived` flag is removed.
@@ -251,105 +262,52 @@ latest |ECO|.
    :guilabel:`Revision` smart button of the |ECO|.
 
    .. image:: engineering_change_orders/bom-version.png
-      :align: center
-      :alt: View current *BOM* version in the Miscellaneous tab.
-
-.. _plm/eco/tablet-view:
-
-Create ECO from tablet view
-===========================
-
-Operators can directly suggest clearer operation instructions, while performing manufacturing orders
-(MOs) in the *Manufacturing* app.
-
-To create |ECOs| in this manner, begin by navigating to :menuselection:`Manufacturing app -->
-Operations --> Manufacturing Orders`. Then, select the desired :abbr:`MO (Manufacturing Order)` and
-switch to the :guilabel:`Work Orders` tab. Then, click the :guilabel:`📱 (mobile phone)` icon for
-the desired work order to open the *tablet view* of the operation.
-
-.. important::
-   The :guilabel:`📱 (mobile phone)` icon is **only** available for :abbr:`MOs (Manufacturing
-   Orders)` with a :guilabel:`Confirmed` or :guilabel:`In Progress` status.
-
-.. image:: engineering_change_orders/tablet-icon.png
-   :align: center
-   :alt: Find the tablet icon for each operation, second from the far right.
+      :alt: View current BOM version in the Miscellaneous tab.
 
-Next, add an instructional step, by clicking the :guilabel:`☰ (three horizontal lines)` icon in the
-tablet view of an operation. Doing so opens the :guilabel:`Menu` of action items for a :abbr:`MO
-(Manufacturing Order)`. Then, click the :guilabel:`Add a step` button.
+View changes
+============
 
-.. image:: engineering_change_orders/additional-options-menu.png
-   :align: center
-   :alt: Open the *Add a Step* pop-up by clicking the three horizontal lines icon in tablet view.
+To review proposed changes, navigate to the :menuselection:`PLM app --> Overview`. In the `BOM
+Updates` |ECO| type card, the :guilabel:`# Engineering Changes` button represents the number of
+operational changes created.
 
-Clicking the button reveals an :guilabel:`Add a step` pop-up window, where the proposed changes are
-submitted.
-
-In the :guilabel:`Title` field, enter a short step description. Next, in the :guilabel:`Instruction`
-text field, type the instructions of the step in greater detail. Optionally, add an image to the
-:guilabel:`Document` field. Once completed, finish by clicking the :guilabel:`Propose Change`
-button.
-
-.. example::
-   To propose an additional check for broken components, enter the details in the :guilabel:`Add a
-   Step` pop-up window. Doing so creates an instructional quality control point that will be
-   reviewed in the following section.
-
-   .. image:: engineering_change_orders/add-a-step.png
-      :align: center
-      :alt: Fill out the *Add a Step* form to suggest an additional quality control point.
-
-Based on the inputs from the :guilabel:`Add a Step` pop-up window, an |ECO| is created with the
-following information:
-
-#. :guilabel:`Description` is the name of the operation, followed by the :abbr:`MO (Manufacturing
-   Order)` number for reference.
-#. The |ECO| :guilabel:`Type` is automatically assigned to `BOM Changes`.
-#. :guilabel:`Product` and :guilabel:`Bill of Materials` fields are automatically populated, based
-   on the |BOM| used in the :abbr:`MO (Manufacturing Order)`.
-#. :guilabel:`Responsible` is the operator who submitted the feedback.
-
-View ECO
---------
-
-To review the proposed changes, navigate to the :menuselection:`PLM app --> Overview`. In the `BOM
-Updates` |ECO| type card, the :guilabel:`X Engineering Changes` button represents the amount of
-operational changes created from the tablet view.
-
-Click on the :guilabel:`X Engineering Changes` button to open the kanban view of the |ECO| type. To
+Click on the :guilabel:`# Engineering Changes` button to open the Kanban view of the |ECO| type. To
 view the suggestion, select an |ECO| in the `New` stage.
 
 On the |ECO|, view a summary of the proposed changes in the :guilabel:`Operation Changes` tab. Click
 the :guilabel:`Revision` smart button to navigate to the revised |BOM| and look into the proposed
 changes in greater detail.
 
 .. example::
-   An operator suggested another check for broken components by adding a step from the tablet view,
-   while performing the `Assemble switches` operation for the :abbr:`MO (Manufacturing Order)`
-   `WH/MO/00010` for the product, `Keyboard`.
+   An operator suggested another check for broken components by adding a step while performing the
+   `Assemble switches` operation for the :abbr:`MO (Manufacturing Order)` `WH/MO/00010` for the
+   product, `Keyboard`.
 
    Then, this created |ECO| can be viewed by navigating to the `BOM Changes` ECO type found in
-   :menuselection:`PLM app --> Overview`. By default, |ECOs| created from tablet view are set to
-   spawn in the `New` stage.
+   :menuselection:`PLM app --> Overview`.
 
    The :guilabel:`Responsible` field is assigned to the operator who made the suggestion, allowing
    the employee revising the |BOM| to seek further clarification from the person who proposed the
    changes.
 
+
    .. image:: engineering_change_orders/view-bom-change.png
-      :align: center
-      :alt: Find the new ECO in the "BOM Changes" ECO type, in the *New* stage.
+      :alt: Find the new ECO in the "BOM Changes" ECO type, in the "New" stage.
 
-On the revised |BOM|, switch to the :guilabel:`Operations` tab, and select the :guilabel:`☰ (three
-horizontal lines)` icon. Doing so opens a list of :guilabel:`Steps` to perform the operation, with
-the newest instruction titled `New Step Suggestion:`, followed by the user-entered title. Click the
-line item to view the suggested changes.
+On the revised |BOM|, switch to the :guilabel:`Operations` tab, and select the :icon:`fa-list-ul`
+:guilabel:`(Show Instructions)` icon. Doing so opens a list of :guilabel:`Steps` to perform the
+operation, with the newest instruction titled `New Step Suggestion:`, followed by the user-entered
+title. Click the line item to view the suggested changes.
 
 .. image:: engineering_change_orders/show-instructions.png
-   :align: center
    :alt: "Show Instructions" icon in the *Operations* tab of a BoM.
 
+Quality control points
+----------------------
+
+.. important::
+   The :doc:`Quality <../../quality>` app is required to configure quality control points.
+
 On the :ref:`quality control point <quality/quality_management/quality-control-points>` form, ensure
 the following form fields are accurately filled out to give detailed instructions for operators:
 
@@ -370,10 +328,9 @@ Once the quality control point is configured, return to the :guilabel:`Steps` li
 breadcrumbs. Finally, drag the last quality control line item to its intended order of instructions.
 
 .. example::
-   Drag and reorder the `Check for broken switches` instruction, by clicking and dragging its "6
-   dots" icon to move it from the bottom to the second position.
+   Drag and reorder the `Check for broken switches` instruction, by clicking and dragging its
+   :icon:`oi-draggable` :guilabel:`(draggable)` icon to move it from the bottom to the second
+   position.
 
    .. image:: engineering_change_orders/reorder.png
-      :align: center
-      :alt: Drag and reorder instructions by selecting the "6 dots" icon on the far left.
-
+      :alt: Drag and reorder instructions by selecting the "draggable" icon on the far left.