Change order configuration

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Other change order configurations include the following.

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You can set a routing list to be active or the default routing list.

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First, you create the routing list and you will define which ones are the active routing lists.

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The restrict state change configuration options

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can force users to go through the change order process in order to change the states.

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And you can restrict change orders from moving out of the work state

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based on file and item lifecycle states.

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You can also configure your markup folder settings for your change order markups,

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as well you can define a custom numbering scheme for your change orders.

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This is similar to how you define your numbering schemes for drawings and items.

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Besides the routing list configuration,

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there are other configuration options you can set for change orders.

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One is that you can go through the menus of Tools,

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Administration, Global Settings, then select the Change Orders tab.

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And select Check State to add a check state before the review state in the workflow

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if set the checker role will need to be assigned in the routing list.

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Other configuration settings are within the Tools,

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Administration, Vault Settings menu under the Change Orders tab.

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The first, is that you can restrict file in item lifecycle state changes to change orders

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by selecting these options.

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Also you can restrict change orders from moving out of the work state

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based on selected file and item lifecycle states.

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Shown here are the change order markup folder options.

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The first option is to use a common markup folder,

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you can configure the folder either by selecting an existing folder, or creating a new folder.

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You can store markups in the same folder as the file being marked up

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or let the user select the markup folder.

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From the Behaviors tab, you can define a custom numbering scheme

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for your change orders by selecting change order from the dropdown list,

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and then define your numbering scheme like you would for drawings and items.