Adding Notes to a Change Order

Activity notes are recorded as activities in the Notes link of the Change Order Tree.

  1. Click the drop down arrow on the Portal Page and select Home.
  2. In the Document Management section of the list, select Find Change Order.
    Result: The change order list is displayed.
  3. Click the Document No. of the record to be changed.
    Result: The Change Order record is displayed
  4. In the change order tree on the left side of the record, click the Notes link.
    Result: The Notes window is displayed.
  5. Click Action > Add.
  6. Enter the note.
  7. Click the Save button.
    Result: The note has been added.

See Also

Searching for a Change Plan

Viewing the Change Plan Detail Record

Viewing Task Statuses for a Change Plan

Initiating Rollback Action Plans

Managing Change Plan Attachments

Managing Change Plan Cross References

Updating the Change Plan Team

Generating the Change Plan Detail Report

Voiding a Change Plan

Changing the Change Plan Task Owner

Change Plan End User Steps

     

 

 
Friday, September 25, 2015
9:38 AM