Review a Consultant Recommendation

If a Consultant Recommendation has been issued on a project, and you are the Contract Administrator, you will receive an action item on your Home page to review the Consultant Recommendation. You can also access the document on the Consultant Recommendation Search page.

To review a Consultant Recommendation:

  1. Click on the Project that contains the Consultant Recommendation in your Action Itemslist.

The Action Items list expands.

Tip: Documents requiring your review will be labeled "Issued for Review" after the document title.

  1. Click the Action Item.

The Consultant Recommendation Close page displays.

  1. Review the Consultant Recommendation, and any attachments or comments entered by the Consultant .

Note: Any linked documents with the Consultant Recommendation will display in the Linked Documents section.

  1. Complete any additional fields:
    1. Attachments
    2. Linked Documents
    3. Private Comments
  1. To action the Consultant Recommendation, click one of the action buttons from the top toolbar:
    1. If a Change is required, click . For more information, see Issue a Change for Approval.
What's next?
The Consultant Recommendation has been closed and the Change Edit page displays.

Note: The initiated Change will be linked to this Consultant Recommendation.

  1. If a Change Directive is required, click . For more information, see Issue a Change Directive.
What's next?
The Consultant Recommendation has been closed and the Change Directive Edit page displays.

Note: The initiated Change Directive will be linked to this Consultant Recommendation.

  1. If a Supplemental Instruction is required, click . For more information, see Issue a Supplemental Instruction (SI).
What's next?
The Consultant Recommendation has been closed and the Supplemental Instruction Edit page displays.

Note: The initiated Supplemental Instruction will be linked to this Consultant Recommendation.

  1. If no further action is required, click . For more information, see Close a Document.
What's next?
A confirmation page affirming all required information is completed and the document has successfully transitioned to the identified status.
  1. If there is missing or incorrect information, return the document to the Issuer:
    • Enter a comment addressing the reason for returning the recommendation.
    • Click . For more information, see Return a Document.
Who's next?
Consultant to review and issue the Consultant Recommendation. For more information, see Issue 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.