Change Order Routing Roles

When a change order is created, you must specify a routing. A routing is a list of participants with pre-defined roles. Each of the six different routing roles has specific permissions and responsibilities.

The Change Administrator, Responsible Engineer, and Approver roles control the progression of the change order. The Reviewer role can add markups, view, add, and reply to comments.

The person creating the change order automatically becomes a Reviewer on the change order routing. Any participant can add additional Reviewers to the routing as needed.

The task a routing participant can perform depends on the routing participant role.

Note: Only users with Administrator or Change Order Editor privileges can be assigned routing roles. Refer to Manage Users and Roles for more information.

Routing Roles Details

Routing Role	Definition
Approver	Can review, approve, and reject a change order.
Change Administrator	Can add or remove Approvers, Change Administrators, and Responsible Engineers. This participant can edit the title of the change order, add or remove files or items, and modify user-defined properties. An item becomes effective when it is released. The Change Administrator can also cancel the change order or reopen a rejected change order.
Change Requestor	This participant initiated the change order and automatically becomes a reviewer.
Checker	If Check State is enabled, a Checker is added to the list of routing participants when a work order is rejected. The checker can review, approve, or reject the change order. Note: The standard workflow does not included the Check State or Checker role.
Notification User	Receives notification when the change order is closed.
Responsible Engineer	Can edit the change order, make necessary revisions, and submit the change order for review.
Reviewer	Can only view, add, and reply to comments.

Note: Any participant can add additional Reviewers to the routing as needed.