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Create a change order from a change request

To implement an approved change request, you must create and execute a change order. You can either generate a new change order or link the request to an existing one.

Create a new change order automatically

When your change request reaches the Change Order In Progress status, the system automatically:

  • Creates a new change order.
  • Links it to the current request.
  • Copies relevant details (such as the selected change template) from the request.

To connect your change request to an existing change order:

  1. In the Related Processes section, select the existing change order process.
  2. The system links your current request to the selected change order instead of creating a new one.
Note: You can link multiple change requests to a single change order using this method.

Complete a change order

When the change order is completed, the system automatically completes the change request and any related problem reports.

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