Viewing the Change Order Detail Record

The Change Order Detail is always the first information displayed when entering the Change Order record. The Change Order Detail is displayed whenever the user selects the Change Order No. from the change order list. The change order tree is located to the left of the change order detail and contains all other information regarding the change order.

From the SmartSolve Portal Page, click the Home tab at the top of the window.
In the Document Management section of the list, select Find > Change Order.
Result: A list of change orders is displayed.
Click the Change Order No. of the change order to be viewed.
Result: The change order's detail record is displayed.
The following information is displayed in the detail record:

Information	Description
Header	The header of the Change Order record is always displayed at the top of the window and contains the following information: Change Order Number – Displays a unique number assigned to the Change Order record (this number cannot be changed). Status – Displays the current status of the change order, such as INWORKS or CLOSED. Category - Indicates the type of workflow. Current Approval Status – Displays the current approval status of the change order. Phase – This is a user defined field that displays the current activities for the change order while under the current workflow status, such as CHANGES UNDERWAY. Change Status - Displays the current status of the change workflow, such as PENDING, ROUTED or STOPPED. Title – Displays the title of the change order, such as Change Project Title..
Ownership	Each Change Order record contains an owner who is responsible for managing the activities within the Change Order record, such as performing or managing the changes and approvals. Change Order ownership can be changed at any time.
Organization Unit	The Org Unit is a business entity (Department, Customer, Supplier) that can be tied to the document for better searching and change control management.
Priority	The Priority is the degree of importance of the change order.
Product and Process	A product and/or business/manufacturing operation that is tied to the document for better searching and change control management.
Plant Area	A Plant Area is a user defined field used to identify additional document information that can be used for searching and change control management.
Dates	Dates reflect the lifecycle of the document. Recorded Date - The date when the change order was created. Due Date – This is the date when the by which the change order must be completed. Effective Date – This is the date the change order became CURRENT. Expiration Date – This is the date the change order is due to expire. Approved Date – This is the date when the change order was approved. Closed Date – This is the date when the change order was closed.
Proposed Change Required	This field indicates whether or not proposed change approval is required.
Change In Sync	When autosync is enabled, this field specifies whether or not the primary and secondary formats for all documents attached to the change order are in synch.
Change Approval Group	Displays the approval group for the change order.
Auto Start Approval	Specifies whether or not approval will be started automatically.