Contract Change Order - Edit - Status
Updated
Suggested Prior Reading
Contract Change Order - View/Edit
Overview
The Status is used to manage the Contract Change Order. See Contract Change Orders – Status for a description of all the Statuses, the functional impacts for a Status and see Contract Change Orders – Status - Where Used for where Status(es) are displayed and reported and how they are used.
The Contract Change Order Status can be changed to track the life cycle of the Change Order.
When viewing or editing a Contract Change Order, the Status displays at the top of the view/edit form - regardless of which component is displayed i.e. General, Schedule of Values or Financial Markup. The Status can be changed when any component is displayed and if a Status is changed from any of the components, it applies overall to the Change Order.
Changing the Status invokes an automatic save and no other save functions are required (i.e. the form could now be closed and the status change is retained as it is already saved). If other information is changed in the same session, prior to changing the status, changing the status will invoke the save automatically for all changes. However, any changes made after the status is changed would require that the save function to be invoked to save those changes.
To set the Status during the Edit
- Edit an existing Contract Change Order, see Contract Change Order - View/Edit.
The Contract Change Order View/Edit form displays. See Contract Change Order – View/Edit - Form Layout and Navigation for more information on the form.
- To change the Contract Change Order Status, click in the Status drop down (it displays near the top of the form below the Contract Change Order # and the Related Contract and displays regardless of what Component is selected to display: General, Schedule of Values and Financial Markup).
This list of Change Request Statuses display. The currently selected status is highlighted with a gray bar in the drop down list. Also, any status that is hovered on is highlighted with a gray bar.
- Select the Status by clicking on it.
The new Status displays.
All the information about the Contract Change Order including the Status change is automatically saved and a green popup message displays to confirm that (it will automatically disappear). The form may also update to reflect the functionality associated with the new status. For example, if the Contract Change Order was draft and was changed to approved and the Schedule of Values component was showing, the component display will change to indicate that the Schedule of Values can no longer be edited.
- Enter or change other information as required, go to Next Steps below.
OR
Click the Close
button (at either the top or bottom of the form) to close the form. The Contracts List displays (see Contracts List - Overview).
Next Steps
Enter or Change general information about the Contract Change Order, see Contract Change Order - General.
Create or manage Contract Change Order Schedule of Values, see Contract Change Order - Schedule of Values.
Create or manage Contract Change Order Financial Markups, see Contract Change Order - Financial Markups.
Email a PDF of the Contract, see Contract Change Orders - Email.
Create a PDF of the Contract, see Contract Change Orders - Export.
