To route a record from the Revision step:
- Go to your project. Ensure that you are in the User mode.
- Click on Tasks.
- From the Tasks log:
- Select the task you want to work with, and click
> Open. You can also double-click on a task to open it.
The view-only form displays all fields on the record.
- The Upper Form contains project information, including the record number and title.
- Select the task you want to work with, and click
- The Task Details section displays who sent the record, who can take action on the record, who was copied on the record, the step to which the record was sent, the task due date, the task status, and in Classic View, any task notes. In the Upper form section you can change the following record details.
- In the General block, you can revise the record Title.
- In the CO Information block, most fields are editable except Contract No and Revised Contract Completion Date (auto-calculated based on the number of days of the schedule impact).
- In the Contract Summary block, all fields are read-only and come from the contract or line items in this change order.
- In the Vendor Information block, all fields are read-only and come from the vendor selected on the contract.
- In the Line Items section you can Modify/Add/Delete Line Items as needed. You must complete all required fields on each line before you can save the Line Items form. Follow the same directions as adding line items during record creation. Changes to line items are reflected in the Contract Summary block of the Upper form.
- Click OK to save the Line Items.
- From the Workflow Actions drop-down menu, select Resubmit.
- In Action Details, select who should receive the record.
- Click To... The User/Groups picker opens and displays a list of available task recipients.
- Select the user or group who will receive the task.
- Click Add.
- Click OK. The User/Group picker closes and the selection appears in the To field. Upon sending, the record will appear in the recipient's Tasks log.
- (Optional) Click Cc... and follow steps a - d. The record will appear in the recipient's Home page under Notifications.
- Click Send.