Create and Edit Change Order Routing Definitions

Define and activate routing lists, edit an existing routing list, and edit routing participants on the Change Orders tab of the Global Settings Dialog dialog.

Rules for Change Orders

Create and Edit Routing Definitions

    Note: You must specify at least one Approver, one Responsible Engineer and one Change Administrator in order to create a routing list.
  1. Go to Tools  Administration Global Settings

  2. In the Global Settings dialog box, click the Change Orders tab.
  3. In the Routing Definition section, click Define.

    The Routing dialog box displays available routings and active routings.

  4. To create a new routing, click New.
  5. In the Edit Routing dialog box, enter a name for the new routing.
  6. Highlight a name in the Change Order Participant field, and click Add to add the participant to the Routing Participant list.
  7. To assign one or more roles to a routing participant, click Edit Roles.
  8. In the Edit Roles dialog box, select one or more roles in the Available Roles field, and then click Add to add to the Selected Role field.

    Note: To remove a role, highlight a name in the Selected Role field, and click Remove.

  9. If you are adding more than one approver and want to require unanimous approval, click Settings.
  10. In the Routing Settings dialog box, select Unanimous approval required.
  11. Click OK to close the dialog box.
  12. Click OK in the Edit Routing dialog box to close the dialog box.