Issue a Consultant Recommendation

Consultant recommendations are issued to request for a change to be considered or for a supplemental instruction to be issued. Consultant recommendations can only be issued by a Consultant.

To issue a consultant recommendation:

  1. From the Construction menu, select Consultant Recommendation.

The Consultant Recommendation Search page displays.

  1. Click .

The Consultant Recommendation Edit page displays.

Note: The document number is automatically populated in sequence based on the Project.

  1. Complete the necessary fields:

    1. Enter the Title.

    2. Required: Select the Document to IssueClosed Document to Issue options can be customized globally or on a per project, by an Administrator as required..

    3. Using the Rich Text Editor:

      • Enter a Description.
      • Required: Enter a Reason.
  2. Complete any additional fields:
  1. Attachments
  2. Linked Documents
  3. Private Comments
  1. To action the Consultant Recommendation, select one of the action buttons from the top toolbar:
  1. Click for info on issuing a document the Consultant Recommendation. For more information, see Issue a Document.
Who's next?
Contract Administrator to review the Consultant Recommendation. For more information, see Review a Consultant Recommendation
What's next?
A confirmation page affirming all required information is completed and the document has successfully transitioned to the identified status.
  1. the Consultant Recommendation to issue or edit later. For more information, see Save a Document.