Updating Existing Change Requests Using a Mobile Tablet

To update an existing change request using the Change Request Entry mobile tablet application:

  1. Open the application by tapping the icon on your device, and then log in.

    See Logging In to Mobile Enterprise Applications.

  2. On the Change Requests home screen, enter a description of the change request and then tap the Search button.

    You can enter text strings, individual words, or partial words. The system returns all change requests that contain the entered text in the Description field.

  3. To narrow your search, tap the Filter button. In the Filters screen, complete any of the fields to narrow your search criteria. To continue the search using the specified filter values, tap the Apply button. When you tap the Apply button, the system:

    • Takes you to the list of change requests that meet your search criteria.

    • Saves the filter values that you entered. The system displays the saved filter values the next time you open the Filters screen.

    To discontinue the use of filter values in your search, tap the Cancel button. When you tap the Cancel button, the system:

    • Takes you to the list of change requests associated with the last saved filter values, if applicable.

    • Ignores the filter values that you entered, and restores the last saved filter values to the filter fields.

    To delete all filter values, tap the Clear button.

  4. The system displays a list of change requests that meet your search criteria on the left of the screen, and displays on the right side of the screen the header information of the first change request in the results list.

    Change Requests: Search Results
  5. From the results list, tap the change request you want to update.

  6. You can update any of the fields on the Header tab. If you are finished making your changes, tap the Save button at the top right of the screen.

  7. Tap the Details tab to review detail line items associated with the change request.

  8. To update an existing line item or add a new line item, tap the Edit Details button at the bottom right of the screen. The system brings you to a new screen with each line item on the left side of the screen, and the details of the first line item displayed in the right side of the screen.

    Change Request Line Details
  9. To update an existing line item, tap the record you want to update in the list. To enter a new line item, tap the Add button at the top of the list.

  10. Tap the Cost, Revenue, or Subcontract tabs to update the information for that line item. When you are finished, tap the Save button at the top right of the screen.

  11. To update another line item, tap the record in the list on the left side of the screen, update the details, and then tap the Save button.

  12. To return to the previous screen, tap the Change Requests button at the top right of the screen. If you have made changes to the header that you have not yet saved, tap the Save button.

  13. To log out of the application, tap the Menu button at the bottom left of the screen, and then tap Logout.