Setting Up Deviations

The following steps are the suggested method for setting up deviations in your Document Management system. Please work with your Pilgrim representative to discuss this in more detail.

1. Create a Deviation document type and set the Type to Auto Expire. See Document Types for information about creating document types.
2. Attach your Temporary Change Form (Deviation) template to the Deviation document type (if you are using a template).
3. Configure a Change Order Policy to follow your temporary change process. See Change Order Policy for information about creating change order policies.
   

See Also

Deviations

Change Order Setup

Creating a Deviation from the Change Order Record