Create a change order

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By reviewing the Change Orders Workflow,

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you learned that the change requester creates a change order.

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Next, an individual with the role of change administrator will be notified,

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and they will assign the change order work to someone with the role of responsible engineer.

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The responsible engineer's work will then be reviewed by reviewers and approvers.

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The approvers will either approve the change order or reject it for rework or cancellation.

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The last state is the closed state, when the design files are all released.

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Note that an individual does not have to be added to the routing list

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beforehand as a change requester in order to create a change order.

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They will be automatically added to the routing list.

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The first step for the change requester is to find your item or file for your change order.

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You can either select Create New Change Order or select the item or file,

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right-click, and select Add To Change Order, To New.

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Next, the change requester will fill out the Change Order dialog box.

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First, they fill in the General tab with information

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such as Change Order Title and Detailed Description.

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They can also add comments, attach files, and select routing participants.

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The change requester clicks Submit to promote the change order to the OPEN state.

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The change requester automatically becomes a reviewer.

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Next, I will demonstrate creating a change order in Vault.

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In this demonstration, we will create a change order as the change requester role.

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We first locate the file to add to the change order.

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We will add it to a new change order by selecting from the right-click menu,

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Add To Change Order, To New.

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In the Change Order dialog box, we fill out the Change Order Title,

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as well as the Detailed Description.

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Now, let's select the Records tab to review the files associated with the change order.

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Next, let's look at the Comments tab to give more details.

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We could have also added attachments.

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In the Files tab, we can view the drawing, including using the viewing tools, such as the zoom.

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And now, we'll select the Routing tab to view the routing participants.

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We could make changes if needed.

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And note that the new routing list is being used

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with "Unanimous Approval is Required for Selected Routing in Review State."

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In the Status tab, it shows that the CREATE state is the current state.

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We then Save.

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And then click Submit to advance the change order to the OPEN state.