Close a Change Directive
A Change Directive has two workflows:
- Pricing is optional: If the Change Directive has been approved and acknowledged, and you are the Contract Administrator, you will receive an Action Item on your Home page to review the Change Directive. You can also access the document on the Change Directive Search page.
- Pricing is required: If a Quotation has been provided on a Change Directive, and you are the Contract Administrator, you will receive an Action Item on your Home page to review the Quotation and close the Change Directive. You can also access the document on the Change Directive Search page.
To close a Change Directive:
- Click on the Project that contains the Change Directive in your Action Items list.
Tip: Documents requiring your review will be labeled "Acknowledged" (if the price is optional) or "Issued for Review" (if the price is required) after the document title.
- Depending on the status of the Change Directive, select the workflow that is applied on your project:
A. Acknowledged (Price is optional)
The Action Items list expands.
The Change Directive Close page displays.
- To action the Change Directive, select one of action buttons from the top toolbar:
- Click
to request pricing on the scope of work. For more information, see Request Pricing.
General Contractor Project Manager to review and provide a Quotation. For more information, see Provide Pricing on a Change Directive
- Click
close the Change and create a Change Order.
The Change Directive has been closed and the Change Order Edit page displays. For more information, see Issue a Change Order.
- Click
to close the Change Directive and no further action is required. For more information, see Close a Document.
A confirmation page affirming all required information is completed and the document has successfully transitioned to the identified status.
Any e-mails required to be sent for this document (Action Item notification or E-mail Subscription e-mails) are queued.
B. Priced (Price is required)
The Action Items list expands.
- Click the Action Item to review the Quotation.
- Review the Quotation, and any attachments or comments entered by the General Contractor Project Manager.
- If required, you can revise the following fields:
- Complete any additional fields:
- To action the Quotation, select one of action buttons from the top toolbar. For more information on additional actions, see Review a Quotation.
- Once the Quotation has been closed, the Change Directive Approve page displays.
- To action the Change Directive, select one of action buttons from the top toolbar:
- to close the Change Directive and create a Change Order.
The Change Directive has been closed and the Change Order Edit page displays. For more information, see Issue a Change Order.
Any e-mails required to be sent for this document (Action Item notification or E-mail Subscription e-mails) are queued.
-
to close the Change Directive and no further action is required. For more information, see Close a Document.
A confirmation page affirming all required information is completed and the document has successfully transitioned to the identified status.
Any e-mails required to be sent for this document (Action Item notification or E-mail Subscription e-mails) are queued.
-
the Change Directive to close or edit later. For more information, see Save a Document.
