Manage Change Order Routings

Edit the Routing Participant List or assign and remove users from Routing Roles to create your optimal change order work and approval process.

When a change order is created, you must specify a routing. A routing is a list of participants with predefined roles. Each of the different roles has specific permissions and responsibilities. Change order activities can only be performed by routing participants.

Routing Rules

• Routing lists can only be created by a user with Administrative permissions.
• Only users with Administrator or Change Order Editor privileges can be assigned routing roles. Refer to Manage Users and Roles for more information.
• Depending on the state of the change order, anyone on the routing can add another reviewer, except for the Notification User.
• The Administrator, Change Administrator, and Responsible Engineer can add and remove Approvers and Change Administrators.
• Only the Administrator, Change Administrator, and Responsible Engineer can remove a reviewer.

Edit Routing Participant List

1. In the main pane, right-click the change order, and select Edit Routing or click the routing tab and click Edit.
2. In the Edit Routing dialog box, highlight a participant on the left, and click Add.
   Note: Only users with Administrator or Change Order Editor permissions are listed.

   To remove a participant, highlight a participant on the right, and click Remove.

   Note: A reviewer cannot be removed.
3. Click OK to save changes.
   Note: To edit the role of a participant on the routing participant list, highlight the name of the participant, and click Edit roles. In the Edit Roles dialog box, modify the participants role as needed.

Edit Routing Roles

The Edit Roles dialog box displays the following:

• Available Fields lists the roles the participant may be assigned.
• Selected roles lists the roles assigned to the participant.

1. In the Edit Roles dialog box, highlight a role on the left, and click Add.

   To remove a user, highlight a role on the right, and click Remove.

   Note: A reviewer cannot be removed.
2. Click OK to save changes.