Change Order Administration

The Change Orders tab contains options for controlling change order behavior, configuring the markup folder, and managing change order link properties. You can also disable the Change Orders feature.

Change Order Enablement

Disable or enable the Change Orders feature to better control user access.

• Click Configure to display the Enable Items and Change Orders dialog box.

Options

• Restrict File and Item Lifecycle state changes to Change Orders – Click Configure to specify whether lifecycle state changes are driven only by change orders.
  Note: You can also select whether to allow users with administrator permissions to override the restriction.
• Restrict Change Orders from moving out of Work state based on File and Item Lifecycle states – Click Configure to select which lifecycle states prevent a Change Order from moving out of a work state.
• Customize the email notification for Change Orders - Click Customize to specify the email notification template.

Markup Folder

• Select Use Common Markup Folder to force all markup files to be added to the folder specified by the Configure command. If a folder is not configured, the markup command prompts for a folder in which to place the markups. Click Configure to specify the location for the common markup folder.
• Select Store Markups in the Same Folder as the File Being Marked-up to store the markups with the corresponding file.
• Select User Select Markup Folder to allow users to chose where markup files are stored.

Link Properties

Linked user-defined change order properties are defined and managed in the User Defined Linked Properties (Change Order) dialog box.

• Click Properties to assign user-defined change order linking properties to items.
• These properties will be linked with items in the records tab.

Change Order Numbering

The numbering scheme used for identifying change orders can be customized.

• Click Define to define your own change order numbering scheme.