Adding a Change Order Approval Rule

Before change orders can be created, the agency must establish approval groups and approval rules. Approval rules are used by the agency to define the approval levels for change orders and the sequence in which approval groups must perform the approvals. Approval rules are based on these factors:

The type of contract
The functions included in a change order
The amount of money a change order increases the contract
The addition of a new item to the contract

To access the Add Change Order Approval Rule component, select Add from the Actions menu on the Change Order Approval Rules Overview component header.

To create a new change order approval rule, you must enter information in these fields:

To set the function for the approval rule, expand the Functions section and select one or more of the following check boxes:

Note: If you select a threshold calculation method based on amounts (that is, Per amount all change orders or Per amount per change order), the system automatically selects the following functions: Increase/Decrease Items, New Items, Time Adjustments, and Contract Modification Only and does not allow changes.

Click Save when you are finished. The system displays a message to confirm that the new approval rule was saved in the database.

To complete the new rule, go to the Change Order Approval Rule Summary component and add approval group limits.