Change Order Workflow

Each change order follows a process based on predefined and user-defined statuses associated with the change type. The sequence of statuses define the change order's workflow.

At each status in the change order's life cycle, specified change order tasks must be completed before a change order is promoted to the next status.

Each change order workflow definition is associated with a change type. The definition determines the sequence of statuses in the workflow.

• Change order status:

  Open, Interim Approval, Approval, Scheduled, and Completed. You can configure the change type to have additional statuses including user-defined statuses.

• Sequence of status:

  The sequence of final statuses must be Approval > Scheduled > Completed.

• You can cancel change lines before the change order is in the Completed status.