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.
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.
