Change order configuration

00:06

Other change order configurations include the following.

00:09

You can set a routing list to be active or the default routing list.

00:13

First, you create the routing list and you will define which ones are the active routing lists.

00:19

The restrict state change configuration options

00:22

can force users to go through the change order process in order to change the states.

00:26

And you can restrict change orders from moving out of the work state

00:30

based on file and item lifecycle states.

00:34

You can also configure your markup folder settings for your change order markups,

00:39

as well you can define a custom numbering scheme for your change orders.

00:43

This is similar to how you define your numbering schemes for drawings and items.

00:50

Besides the routing list configuration,

00:52

there are other configuration options you can set for change orders.

00:56

One is that you can go through the menus of Tools,

00:60

Administration, Global Settings, then select the Change Orders tab.

01:07

And select Check State to add a check state before the review state in the workflow

01:13

if set the checker role will need to be assigned in the routing list.

01:18

Other configuration settings are within the Tools,

01:22

Administration, Vault Settings menu under the Change Orders tab.

01:29

The first, is that you can restrict file in item lifecycle state changes to change orders

01:34

by selecting these options.

01:36

Also you can restrict change orders from moving out of the work state

01:39

based on selected file and item lifecycle states.

01:43

Shown here are the change order markup folder options.

01:47

The first option is to use a common markup folder,

01:50

you can configure the folder either by selecting an existing folder, or creating a new folder.

01:59

You can store markups in the same folder as the file being marked up

02:03

or let the user select the markup folder.

02:07

From the Behaviors tab, you can define a custom numbering scheme

02:10

for your change orders by selecting change order from the dropdown list,

02:14

and then define your numbering scheme like you would for drawings and items.

Video transcript

00:06

Other change order configurations include the following.

00:09

You can set a routing list to be active or the default routing list.

00:13

First, you create the routing list and you will define which ones are the active routing lists.

00:19

The restrict state change configuration options

00:22

can force users to go through the change order process in order to change the states.

00:26

And you can restrict change orders from moving out of the work state

00:30

based on file and item lifecycle states.

00:34

You can also configure your markup folder settings for your change order markups,

00:39

as well you can define a custom numbering scheme for your change orders.

00:43

This is similar to how you define your numbering schemes for drawings and items.

00:50

Besides the routing list configuration,

00:52

there are other configuration options you can set for change orders.

00:56

One is that you can go through the menus of Tools,

00:60

Administration, Global Settings, then select the Change Orders tab.

01:07

And select Check State to add a check state before the review state in the workflow

01:13

if set the checker role will need to be assigned in the routing list.

01:18

Other configuration settings are within the Tools,

01:22

Administration, Vault Settings menu under the Change Orders tab.

01:29

The first, is that you can restrict file in item lifecycle state changes to change orders

01:34

by selecting these options.

01:36

Also you can restrict change orders from moving out of the work state

01:39

based on selected file and item lifecycle states.

01:43

Shown here are the change order markup folder options.

01:47

The first option is to use a common markup folder,

01:50

you can configure the folder either by selecting an existing folder, or creating a new folder.

01:59

You can store markups in the same folder as the file being marked up

02:03

or let the user select the markup folder.

02:07

From the Behaviors tab, you can define a custom numbering scheme

02:10

for your change orders by selecting change order from the dropdown list,

02:14

and then define your numbering scheme like you would for drawings and items.

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