Adding Notes to a Change Order

Activity notes are recorded as activities in the Notes link of the Change Order Tree.

1. Click the drop down arrow on the Portal Page and select Home.
2. In the Document Management section of the list, select Find > Change Order.
   Result: The change order list is displayed.
   
3. Click the Document No. of the record to be changed.
   Result: The Change Order record is displayed
4. In the change order tree on the left side of the record, click the Notes link.
   Result: The Notes window is displayed.
5. Click Action > Add.
6. Enter the note.
7. Click the Save button.
   Result: The note has been added.

See Also

Attaching a Change Request to a Change Order from the Change Order Record

Removing a Change Request from a Change Order from the Change Order Record

Adding Attachments to a Change Order

Adding Proposed Changes to a Change Order

Routing a Proposed Change for Approval

Approving a Proposed Change

Adding Changes to a Change Order

Implementing Changes from the Change Order Record

Routing a Change for Approval

Routing Final Change Approval

Changing the Change Order Effective Date

Change Order Setup

Change Order End User Steps