Change Order Phases indicate all possible phases within the change order workflow. When each step in the change order is completed, the change order record is updated to the phase specified by the step to indicate the current stage or milestone in the change order's life cycle.
NOTE: The phase is used in the change order to help identify where you are in the process. To enhance overall usability, you may want to edit the existing default phases to better indicate the phase. The diagram below shows an default change order phases provided with the system.
The following default phases are applied to the change order workflow listed below in the order that they would appear:
| Phase | Description |
|---|---|
|
PROPOSED CHANGE APPROVAL |
The change order goes into this phase once the change order has been routed for proposed change approval. |
|
IN CHANGE |
The change order goes into this phase once the change tasks have been routed and are underway. |
|
CHANGE REVIEW |
The change order goes into this phase once all change tasks are closed and the final review of the change order (or document records attached) are under review to release the changes. |
|
COMPLETE |
The change order goes into this phase once the final change approval has been completed and the status of the change order is changed to PRERELEASED. This change order remains in this phase once the status of the change order also changes to CLOSED. |
User Rights
The following rights must be assigned to a user for that user to manage or view change order phases:
| Rights | Description |
|---|---|
|
CPS_MANAGE |
Allows the administrator to add new change order phases, modify existing phases, or delete phases. |
|
CPS_VIEW |
Allows the user to access change order phases for viewing and selecting. |
NOTE: See Rights Groups for more information on assigning rights groups to users.
See Also
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