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How do I configure Change Requests?

You must be the Project’s Admin to be able to configure any document.

Change Request Configuration 

To access the Change Request settings, click on the Admin Tab, then click Project Admin. This will bring up the Project Administration page. On the Project Administration page, below the Project Information boxes, are the Document Configuration boxes. There is a separate box for each document type. If you are the Project Admin, these boxes will have a Security and a Configuration button. If you are a Company Admin, only the Security button will be available to you. Each Document Configuration box will have a brief description of the document’s current configuration.

On the Document Configuration box for Change Request, click on the Configure button.

Ensure that Change Requests are enabled for the project. The Change Requests enabled for project checkbox should be checked.

Change Request Default Submission: This dropdown lists the companies (except subcontractors) that have access to this project. The Project Admin can set one company to receive all Change Request submissions. If the Allow user to override default checkbox is checked, the creator of the Change Request will be able to select which company gets the Change Request upon submission.

Approval Processing: This dropdown sets the approvals required for the Change Requests. The following options are available:

  • Approval by AOR only
  • Approval by Owner only
  • Approval by AOR -OR- Owner
  • Approval by both AOR -AND- Owner

Once you are satisfied with the Change Request configuration, click the Save button at the bottom of the configuration screen. 

Updated on September 7, 2021

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