Viewing the Potential Changes Record

This is the last step in the workflow. You cannot take action on this step. All form fields are read-only and the record is in a terminal status: Approved, Rejected, or Canceled. Once on the End step the record is viewable only in the business process log.

To view the Potential Changes record on the End step:

  1. Go to your project and ensure that you are in User mode.
  2. Click to expand the Change Management node.
  3. Click Potential Changes. The Potential Changes log opens.
  4. Open the record. In the record you can see the record status. When the record is on the End step, Task Details displays the text "Record has been closed."
  5. Click the "Click here" link. The Workflow Progress window opens. This is where you can trace the record's progress through the workflow.
  6. Click View Graphic to see an image of the workflow.

See Also

Potential Changes Business Process

Potential Changes Workflow

Creating a Potential Changes Record

Routing from Subcontractor Quotes Review Step

Routing from the ID of Impacted Contracts Step

Routing from the Budget Change Request Prep Step

Routing from the Owner Review Step



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Last Published Tuesday, March 2, 2021