Change Order Administration
The Change Orders tab contains options for controlling change order behavior, configuring the markup folder, and managing change order link properties. You can also disable the change-orders feature.
Change Order Enablement
Disable or enable the change-orders feature to better control user access.
- Click Configure to display the Enable Items and change-orders dialog box.
Options
Restrict File and Item Lifecycle state changes to change-orders – Click Configure to specify whether lifecycle state changes are driven only by change orders.
Note: You can also select whether to allow users with administrator permissions to override the restriction.Restrict change-orders from moving out of Work state based on File and Item Lifecycle states – Click Configure to select which lifecycle states prevent a change-order from moving out of a work state.
Customize the email notification for change-orders - Click Customize to specify the email notification template.
Markup Folder
- Select Use Common Markup Folder to force all markup files to be added to the folder specified by the Configure command. If a folder is not configured, the markup command prompts for a folder in which to place the markups. Click Configure to specify the location for the common markup folder.
- Select Store Markups in the Same Folder as the File Being Marked-up to store the markups with the corresponding file.
- Select User Select Markup Folder to allow users to chose where markup files are stored.
Link Properties
Linked user-defined change order properties are defined and managed in the User Defined Linked Properties (Change Order) dialog.
- Click Properties to assign user-defined change order linking properties to items.
- These properties will be linked with items in the records tab.
Change Order Numbering
The numbering scheme used for identifying change orders can be customized.
- Click Define to define your own change order numbering scheme.