Create a Change Order

Track and officiate changes to your design files by creating change orders.

1. In the Vault Explorer, select the Change Order List, then right-click Change Order List, and select New.

   OR

   Right-click a file or item and select Add to Change Order To New to create a change order for the selected file or item.
2. In the Change Order (ECO) dialog box, select the ellipses icon next to the change order number to specify a numbering scheme.
3. In the Change Order Numbering Scheme dialog box, select the drop-down arrow and make a selection.
   Note: The numbering scheme cannot be changed after the change order has been created and enters the Open state.
4. Enter a title in the Change Order Title field.
5. Enter a description in the Detailed Description field.
6. Click the down arrow in the Due Date field, and select a date the change order is to be completed by.
7. To attach files or items to the change order, click the Records tab, and then click Add in the Associated Records section. The Find dialog box is displayed.
8. You must attach a file or item to create a change order. Use the Find dialog to locate the file(s) or item(s) to add to the change order. From the search results list, select the file(s) or item(s) to add and then click OK. The files or items are added to the change order.
   Note: If items are added, any files to which the items are assigned are added automatically.
9. To remove a file or item from the change order, highlight the file or item you want to remove, and click Remove in the Associated Items section.
10. All properties are automatically added when the change order is created. The property values can be edited. Right click in the Value field on the General tab and enter a value. The Name field cannot be edited.
11. Click the Routing tab, and then click the down arrow to specify the routing to be used.
12. All the files to which items are assigned are automatically added to the change order when the items are added. To add more files, click the, and then click attach.
    Note: You can only attach files that are in the vault.

    To remove a file, highlight the file, and then click Remove.

    To markup a file, select the file and use the Autodesk Composer markup tools. Click Save to save the markup and add a comment. Click Help on the Composer toolbar for help with using the Autodesk Composer tools. The selected file must either be a .dwf or have a .dwf file type associated with it (see details on publishing DWF files when adding them to the vault).
13. To see which items are assigned to the attached files, select a file from the list and select the Associated Items tab.
14. Click Save and Close to create the change order and exit the dialog box.

The user creating the Change Order is automatically assigned to the Change Requestor role.