Creating Change Order Policies

From the SmartSolve Portal Page, click the Home tab.
In the Setup and Policy section, click Policy.
In the Document Management section, click Change Order Policy.
Result: The Policies list window is displayed.
Click Action > Add.
Result: The Policy entry window is displayed.
Enter information in the following fields:

Field	Description
Test Sequence	Enter the sequence number. The system looks from lowest to highest to meet the requirement.
Test Condition	Enter the test condition using the un-translated field name(s).
Test Description	Enter a description of the test. This better explains what the test condition means in user friendly terminology.
Change Order Role	Zoom to select the role that will be assigned to this policy. For additional information on configuration, see Roles.
Change Order Owner	Zoom to select the owner that is assigned to this policy. For additional information on configuration, see Users.
Proposed Change Required	Check this checkbox if proposed change approval is required.
Proposed Change Approval Group	Zoom to select a proposed change approval group to be applied to a change order when this policy is applied. For additional information on configuration, see Groups.
Change Approval Group	Zoom to select a change approval group to be applied to a change order when this policy is applied. For additional information on configuration, see Groups.

Click the Save button.
Result: The new change order policy has been added and the Policies list window is displayed.