Change order approval overview
This feature is part of an extension. Extensions are a flexible way to access additional capabilities in Fusion. Learn more.
Change orders are managed using an approval workflow. As a change order progresses through the workflow, it stops at various states. At each state, team members can perform different workflow actions depending on their assigned role on the change order. The process of performing actions and moving the change order through the workflow continues until the change order has been completed or cancelled.
Workflow roles
There are three roles that can act on a change order:
- Owner: the creator of the change order. Optionally, other team members can be assigned the role of additional owner, allowing them to act on behalf of the original owner.
- Approver: a team member identified on the change order as having the authority to validate and approve the change order requirements have been met. There can be more than one approver, but only one approver is needed to move the change order through the workflow.
- Reviewer: an optional team member who can provide feedback on the change order. A reviewer cannot approve a change order. There can be more than one reviewer.
If the approval workflow requires you to perform an action, your Outstanding Work dashboard shows an item for the action and you receive an email notification. You perform a workflow action by opening the change order.
Open
The approval workflow for a change order begins when you release a Fusion design or drawing with a change order using the Manage extension. The change order starts in the Open workflow state. By default, the person who creates the change order is the owner. Additional owners can be assigned to a change order. Only owners can re-open a change order or cancel a change order.
| Role | Action | Destination |
|---|---|---|
| Owner | Submit to Work | Work |
| Fast Track to Review | Review | |
| Cancel | Cancelled | |
| Approver | Fast Track to Approval | Approved (closed) |
| Fast Track to Review | Review | |
| Reviewer | Fast Track to Review | Review |
Work
Once the owner of the change order moves it to Work, the requested changes can begin. An owner can decide to withdraw the change order or move it forward to be reviewed. An approver can decide to by-pass the Review state to approve and close the change order immediately.
| Role | Action | Destination |
|---|---|---|
| Owner | Submit to Review | Review |
| Withdraw to Open | Open | |
| Approver | Bypass Review and Approve | Approved (closed) |
Review
When you move a change order into the Review state, its affected items are locked. This makes sure that the correct information is sent to the reviewers; if any changes are made to items after the change order is in Review, the changes are not reflected in the change order.
Those tasked with providing feedback and approving the work decide if the change order requirements are met.
If the change order requirements are met, the approver can approve and close the change order. This means the change order is done.
If the approver decides that the change order requirements are not met, the approver adds a comment and returns it to open. It is now up to the owner to re-open the change order where it can either be sent through the workflow again or cancelled.
If reviewers have been identified for the change order, they supply their optional feedback in the form of a review. The feedback is collected in the workflow history and serve to inform the approver.
| Role | Action | Destination |
|---|---|---|
| Owner | Return to Open | Open |
| Approver | Review | Review |
| Approve and Close | Approved (closed) | |
| Reviewer | Review | Review |
Approved (Closed)
The change order is completed and closed. It can no longer be re-opened and the items affected by the change order can now be associated with another change order.
Cancelled
The owner of the change order has decided to discard the change order. It can no longer be re-opened and the items affected by the change order can now be associated with another change order.