Viewing a Change Orders (Auto Created) Record on the End Step

his is the last step in the workflow. You cannot take action on this step because 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 a record on the End step:

  1. Go to your project. Ensure that you are in the User mode.
  2. Expand the Change Management node.
  3. Click Change Orders. The Change Orders 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.
  7. Click SOV to see the schedule of values.

See Also

Change Orders (Auto Created) Business Process

Change Orders (Auto Created) Workflow

Routing from the Quote Preparation Step

Quote Preparation Clarification Step

Routing a Change Orders Record from the Review Step

Routing a Change Orders Record from the Subcontractor Review Step

Routing the Change Orders from the Scope and Pricing Step

Routing the Change Orders from the Revision Step

Quote Revision Clarification Step



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Last Published Tuesday, March 2, 2021