Attaching a Change Request to a Change Order from the Change Order Record

A change request can be attached to a change order from the change order tree. Change requests fall into one of two categories when attached to a change order:

• Active Reference - An active reference is a change request that is being addressed by and closed in a change order for the first time. If the Active Reference checkbox is checked in the Change Order record's change request window, the change request is an active reference. Otherwise, the change request is a passive reference.
• Passive Reference - A passive reference is a change request that has already been attached to and closed by a change order. These change requests no longer require further action as they were previously addressed and closed. However, they may be attached to a change order to serve as historical references.

 

1. From the Change Order record, in the change order tree on the left side of the record, click the Change Requests link.
   Result: The Change Requests window is displayed.
2. Click Action > Attach.
   Result: The change request list is displayed.
3. Check the checkbox of the change request(s) to be attached to the change order.
4. Click the Attach button.
   Result: The change request has been attached to the Change Order record.

See Also

Removing a Change Request from a Change Order from the Change Order Record

Adding Attachments to a Change Order

Adding Proposed Changes to a Change Order

Routing a Proposed Change for Approval

Approving a Proposed Change

Adding Changes to a Change Order

Implementing Changes from the Change Order Record

Routing a Change for Approval

Stopping Change Approval Routing

Routing Final Change Approval

Changing the Change Order Effective Date

Change Order Setup

Change Order End User Steps