Close a Change

Only a Contract Administrator can close a Change. You can also access the document on the Change Search page. For more information, see Search for a Document.

 

A Change has two workflows:

  1. If Owner approval is not required and a Quotation has been provided on a Change, you will receive an Action Item on your Home page to review the Quotation and close the Change.
  2. If Owner approval is required on a Change and the Change has been approved, you will receive an Action Item on your Home page to close the Change.

 

To close a Change:

  1. Click on the Project that contains the Change in your Action Items list.
  1. Depending on the status of the Change, select the workflow that is applied on your project:

    The Action Items list expands.

  1. Click the Action Item to review the Quotation.

  1. Review the Quotation, and any attachments or comments entered by the General Contractor Project Manager.
  2. If required, you can revise the following fields:
  1. Complete any additional fields:
    1. Attachments
    2. Linked Documents
    3. Private Comments
  1. To action the Quotation, select one of action buttons from the top toolbar. For more information on additional actions, see Review a Quotation.
  2. Once the Quotation has been closed, the Change Edit page displays.

  1. To action the Change, select one of action buttons from the top toolbar:
    1. to close the Change and create a Change Order.
What's next?
The Change has been closed and the Change Order Edit page displays. For more information, see Issue a Change Order.

  1. to close the Change and no further action is required. For more information, see Close a Document.

  1. the Change Directive to close or edit later. For more information, see Save a Document.

  1. Click the Action Item to review the Change.

The Change Close page displays.

  1. To action the Change, select one of action buttons from the top toolbar:
    1. Click . to close the Change and no further action is required. For more information, see Close a Document.
    2. to close the Change and create a Change Order.
What's next?
The Change has been closed and the Change Order Edit page displays. For more information, see Issue a Change Order.
What's next?
A confirmation page affirming all required information is completed and the document has successfully transitioned to the identified status.