Maintaining a Change Order Approval Group

The Change Order Approval Group Summary contains all the information currently recorded in reference data for the change order approval group. To access this component, click the Description link in the group summary's row on the Change Order Approval Group Overview.

Information is grouped on two tabs located on the left side of the component. The component opens on the General tab, which allows you to view or change the following information:

• Description

• Approval Sequence Number

• Contractor Group

• External Group

• Approve Decision

• Reject Decision

• Deny Decision

• Void Decision

• Minimum Approval Level

Click in a field and add, change, or delete information as required. 

When you are finished making changes, click the Save button. The system displays a message to confirm that your changes were saved in the database.

To add a new change order approval group to the system, select Add New from the Actions menu on the component header. For more information, see Adding a Change Order Approval Group.

Maintaining Security Roles Assigned to the Change Order Approval Group

The Assigned Roles tab contains a list of all the security roles that have been assigned to the change order approval group. Each row contains an Actions button and current values for the following fields:

• Role Name

• Description

To view more information about a role, click the Role Name link in the list to go to the Role Summary component.

To remove a role from the change order approval group, select Delete from the Actions menu on the role's row. The system shades the row gray to indicate it is marked for deletion. To reverse the delete action, click the Undo button.

When you are finished making changes to roles assigned to the approval group, click the Save button to apply your changes to the system (including deleted information). The system displays a message to confirm that your changes were saved in the database.

Assigning new roles to the change order approval group

Follow these steps to assign one or more new roles to the change order approval group:

1. Click the Select Roles button.
   
   The system displays a modal window for selecting roles. The list contains all active roles not previously assigned to this approval group.

2. Locate the roles you want to assign to the approval group by typing criteria in the Quick Find search box or by clicking Show first 10.
   
   The system lists all the roles that meet your search criteria.

3. Click the row for each role you want to assign.
   
   The system adds a check mark beside each role you select and shades the row. To cancel a selection, click the selected row again.

4. Click the Add to Approval Group button.
   
   The system closes the modal window and adds the new roles to the list on the Assigned Roles tab.

5. Click the Save button.

Related topics:

Maintaining Change Order Approval Group Information