Glossary

Effectivity Management

Effectivity management controls when a product, process, document, or configuration change becomes applicable.

Effectivity management is the practice of controlling when a product, process, document, or configuration change becomes applicable. In manufacturing, it defines the point at which a specific revision, bill of materials, routing, work instruction, specification, or quality requirement should be used.

Effectivity is commonly expressed by date, production order, lot, batch, serial number, unit number, model, customer program, or configuration condition. For example, an engineering change may apply only to units built after a certain serial number, while earlier units continue to follow the previous revision.

Effectivity management is used across PLM, ERP, MES, quality management, and document control systems. It helps align engineering changes with planning, purchasing, production execution, inspection, and traceability records. In regulated or quality-sensitive operations, it also supports clear evidence of which version of a requirement was applicable at the time work was performed.

Effectivity management is related to change control, configuration management, and revision control, but it is not the same as any one of them. Change control governs approval of a change. Revision control identifies versions. Configuration management defines valid product or system structures. Effectivity management defines where and when those approved versions or configurations take effect.

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