• Vault Professional

Process change requests and change orders inside Vault Pro

Some key aspects to learn before using change orders in Vault Professional to control the release of new designs or changes to designs include Vault Professional's built-in change order workflow states and the roles assigned to each state. This content teaches you how to set up and configure Vault Professional's change order workflow in order to create and process change orders.


Course overview

Some key aspects to learn before using change orders in Vault Professional to control the release of new designs or changes to designs include Vault Professional's built-in change order workflow states and the roles assigned to each state. This content teaches you how to set up and configure Vault Professional's change order workflow in order to create and process change orders.

By the end, you should be able to:

  • Understand the change order process in Vault Professional.
  • Create and process a change order in Vault Professional.
  • Practice creating and processing a change order in Vault Professional.

This presentation has been created using Vault 2022. Please note that people using a different software version may experience some difference in user experience, however the key functionality and core concepts presented should remain the same. We appreciate your understanding.

Course outline

15 min.

Change order process in Vault Professional overview

Learn the change order process used in Vault Professional to manage the release of the designs, as well as the setup involved for the change order process and the configuration options available. 

Learn the change order process used in Vault Professional to manage the release of the designs, as well as the setup involved for the change order process and the configuration options available. 

This content series takes approximately 15 minutes to complete. By the end, you should be able to:  

  • Describe the purpose of a change order.
  • Describe the change order process used in Vault Professional.
  • Define a routing list.
  • Identify the ways a change order can be configured.

Prerequisites 

This content series requires user-level knowledge of Vault Professional and is focused on best practices and its industry applications. If you don't have experiences with this product, we recommend you take foundational training using one of the resources below: 

  • Built-in tutorials, available via in-product Help 
  • eLearning Partners
  • Authorized Training Centers 

About the author 

This content series was created by Barb Nash, Product Leader – Learning Content Development, ASCENT.


15 min.

Creating and processing a change order in Vault Professional

A change order role is assigned to each Vault user participating in the change order process. Learn about the activities that each change order role performs at each state of the change order workflow from the change order's creation through to its closure. 

A change order role is assigned to each Vault user participating in the change order process. Learn about the activities that each change order role performs at each state of the change order workflow from the change order's creation through to its closure. 

This content series takes approximately 15 minutes to complete. By the end, you should be able to:  

  • Identify the change order roles at each change order workflow state.
  • Describe the steps to create a change order.
  • Describe the steps to process a change order.

Prerequisites 

This content series requires user-level knowledge of Vault Professional and is focused on best practices and its industry applications. If you don't have experiences with this product, we recommend you take foundational training using one of the resources below: 

  • Built-in tutorials, available via in-product Help 
  • eLearning Partners 
  • Authorized Training Centers 

About the author 

This content series was created by Barb Nash, Product Leader – Learning Content Development, ASCENT.


15 min.

Practice creating and processing a change order

In this content series, a simulation is used to practice the steps that each change order role performs at each state of the change order workflow from the change order's creation through to its closure.

In this content series, a simulation is used to practice the steps that each change order role performs at each state of the change order workflow from the change order's creation through to its closure.

This content series takes approximately 15 minutes to complete. By the end, you should be able to:

  • Understand creating and processing a change order.
  • Practice creating and processing a change order.

Prerequisites 

This content series requires user-level knowledge of Vault Professional and is focused on best practices and its industry applications. If you don't have experiences with this product, we recommend you take foundational training using one of the resources below: 

  • Built-in tutorials, available via in-product Help 
  • eLearning Partners 
  • Authorized Training Centers 

About the author 

This content series was created by Barb Nash, Product Leader – Learning Content Development, ASCENT.