Issue and Change Management in the 3DEXPERIENCE Platform

Issue and Change Management in the 3DEXPERIENCE Platform

In today’s product development environment, managing issues and changes in a structured way is very important.

The 3DEXPERIENCE platform provides a digital and collaborative system to manage Issues and Changes efficiently.

This blog explains Issue Management and Change Management in simple language and shows how both work together.

Issue Management:

Issue Management is the process of identifying, tracking, and resolving problems that occur during product development.

Issues can come from:

  • Design reviews
  • Simulation or validation failures
  • Manufacturing problems
  • Quality or customer feedback

In the 3DEXPERIENCE platform, users can create an issue, assign it to a responsible person, set priority and severity, and track its status from open to closed.

All related data such as CAD models, documents, and comments can be linked to the issue.

Benefits of Issue Management:

  • Clear communication
  • Better collaboration
  • Faster problem resolution
  • Full traceability

Basic Workflow:

You can create issues to track resolutions of problems or initiatives.

  1. From the toolbar, click → New Issue . You can also enter the title of the issue you are creating and click  New Issue. The New Issue panel appears (including the Title of the issue, if specified).
  2. Click  Settings and choose from the following options:
  1. If you want to automatically assign the issue, select Assign automatically content owner to the Issue
  2. If you want the issue to use the workflow process, select Enable the approval to ensure validation and review of this issue. This option might be enabled or disabled depending on whether you are using the approval workflow. See Configuring Issue Management for more information.
  3. If you want this issue to be saved as a template, select Save the Issue as a reusable template and enter a name and description for the template.

Note: Click  and  to switch between full form view and multistep view.

Change Management:

Change Management is the process of controlling and implementing changes in product design, documents, or processes.

When an issue requires a design or process update, a Change Request is created. The change is then analyzed to understand its impact on cost, quality, schedule, and manufacturing. After approval, the change is implemented, and a new revision is released. All actions are recorded, providing a complete history of the change.

Benefits of Change Management:

  • Controlled and approved changes
  • Reduced risk
  • Clear responsibility
  • Audit-ready documentation

How Issue and Change Management Work Together

Issue Management helps identify problems. Change Management helps solve those problems in a controlled way.

Typical flow:

1. Issue is created

2. Issue is analyzed

3. Change Request is raised

4. Impact analysis and approvals are completed

5. Change is implemented

6. Issue is closed

This connection ensures full traceability from problem to solution.

Conclusion:

Managing issues and changes using emails or spreadsheets is risky and inefficient.The 3DEXPERIENCE platform provides a structured, collaborative, and transparent way to manage both. Using Issue Management and Change Management together improves product quality, reduces rework, and shortens time to market.