Perform Reviewer Tasks on Change Orders

Reviewers can view, add, and reply to change order comments, and add additional Reviewers to the routing.

View, Add, and Reply to Comments

  1. Right-click the change order and then select View and respond.
  2. Click a tab to perform the following:
    • General: View the basic information regarding the change order.
    • Records: View the files and items associated with the change order.
    • Comments: View comments made by any of the routing participants, add your own and reply to existing comments. You can also customize the email notification.

      To add comments, click Add comments, and enter a title and your remarks in the text fields.

      To add attachments, click Attachments.

      To reply to comments, right-click a comment, and select Reply to comment. Select Include Original comment to include original comment.

      To customize an email notification, select the the Email tab and modify the message.

    • Files: View any files that are attached.
    • Routing: View the routing participants.
    • Status: View the state of the change order.
  3. Click File > Exit to close the dialog box.

Add Comments without Viewing

  1. Right-click the change order in the main pane, and select Respond > Add Comments.
  2. In the Add Comments dialog box, enter your remarks.
  3. To add attachments, click Attachments.
  4. To customize the email notification, click the Email tab and make changes as appropriate.
  5. Click OK to create the operation.

Add Additional Reviewers to the Routing

  1. Right-click the change order in the main pane, and select Edit Routing.
  2. In the Edit Routing dialog box, select a user from the left column, and then click Add.
  3. Click OK.
Note: You cannot remove any routing participants, including the ones you add.