Transcript
00:05
By reviewing the Change Orders Workflow,
00:08
you learned that the change requester creates a change order.
00:12
Next, an individual with the role of change administrator will be notified,
00:16
and they will assign the change order work to someone with the role of responsible engineer.
00:21
The responsible engineer's work will then be reviewed by reviewers and approvers.
00:27
The approvers will either approve the change order or reject it for rework or cancellation.
00:33
The last state is the closed state, when the design files are all released.
00:39
Note that an individual does not have to be added to the routing list
00:42
beforehand as a change requester in order to create a change order.
00:47
They will be automatically added to the routing list.
00:50
The first step for the change requester is to find your item or file for your change order.
00:56
You can either select Create New Change Order or select the item or file,
01:01
right-click, and select Add To Change Order, To New.
01:05
Next, the change requester will fill out the Change Order dialog box.
01:10
First, they fill in the General tab with information
01:13
such as Change Order Title and Detailed Description.
01:17
They can also add comments, attach files, and select routing participants.
01:21
The change requester clicks Submit to promote the change order to the OPEN state.
01:27
The change requester automatically becomes a reviewer.
01:31
Next, I will demonstrate creating a change order in Vault.
01:39
In this demonstration, we will create a change order as the change requester role.
01:44
We first locate the file to add to the change order.
01:47
We will add it to a new change order by selecting from the right-click menu,
01:52
Add To Change Order, To New.
01:56
In the Change Order dialog box, we fill out the Change Order Title,
01:60
as well as the Detailed Description.
02:04
Now, let's select the Records tab to review the files associated with the change order.
02:12
Next, let's look at the Comments tab to give more details.
02:18
We could have also added attachments.
02:26
In the Files tab, we can view the drawing, including using the viewing tools, such as the zoom.
02:38
And now, we'll select the Routing tab to view the routing participants.
02:44
We could make changes if needed.
02:47
And note that the new routing list is being used
02:50
with "Unanimous Approval is Required for Selected Routing in Review State."
02:56
In the Status tab, it shows that the CREATE state is the current state.
03:02
We then Save.
03:05
And then click Submit to advance the change order to the OPEN state.
00:05
By reviewing the Change Orders Workflow,
00:08
you learned that the change requester creates a change order.
00:12
Next, an individual with the role of change administrator will be notified,
00:16
and they will assign the change order work to someone with the role of responsible engineer.
00:21
The responsible engineer's work will then be reviewed by reviewers and approvers.
00:27
The approvers will either approve the change order or reject it for rework or cancellation.
00:33
The last state is the closed state, when the design files are all released.
00:39
Note that an individual does not have to be added to the routing list
00:42
beforehand as a change requester in order to create a change order.
00:47
They will be automatically added to the routing list.
00:50
The first step for the change requester is to find your item or file for your change order.
00:56
You can either select Create New Change Order or select the item or file,
01:01
right-click, and select Add To Change Order, To New.
01:05
Next, the change requester will fill out the Change Order dialog box.
01:10
First, they fill in the General tab with information
01:13
such as Change Order Title and Detailed Description.
01:17
They can also add comments, attach files, and select routing participants.
01:21
The change requester clicks Submit to promote the change order to the OPEN state.
01:27
The change requester automatically becomes a reviewer.
01:31
Next, I will demonstrate creating a change order in Vault.
01:39
In this demonstration, we will create a change order as the change requester role.
01:44
We first locate the file to add to the change order.
01:47
We will add it to a new change order by selecting from the right-click menu,
01:52
Add To Change Order, To New.
01:56
In the Change Order dialog box, we fill out the Change Order Title,
01:60
as well as the Detailed Description.
02:04
Now, let's select the Records tab to review the files associated with the change order.
02:12
Next, let's look at the Comments tab to give more details.
02:18
We could have also added attachments.
02:26
In the Files tab, we can view the drawing, including using the viewing tools, such as the zoom.
02:38
And now, we'll select the Routing tab to view the routing participants.
02:44
We could make changes if needed.
02:47
And note that the new routing list is being used
02:50
with "Unanimous Approval is Required for Selected Routing in Review State."
02:56
In the Status tab, it shows that the CREATE state is the current state.
03:02
We then Save.
03:05
And then click Submit to advance the change order to the OPEN state.
