Video - InEight CHANGE - Generate a Change Document

TRANSCRIPT

Welcome to InEight Change.

This video demonstrates how to generate documents related to your issues and change orders.

Within InEight Change, you can generate legal documentation requiring signatures, such as issue summaries and change orders, as well as notices or requests that you may need to send out to multiple vendors or stakeholders.

In your InEight Change settings, you can create templates for each of these types of documents.

Then, when on a particular issue or change order, you can generate documentation that includes whichever templates you need.

Let's take a look at how to build a change order template.

Here, we've navigated to Project Settings > Change, and are on the Change Templates tab.

Notice you can create templates both at the organization or project level.

Where you create them will depend on what organization level you want them to be accessed.

In this case, we'll create a template at the project level.

You will likely use your template. But if needed, you can download a sample template by clicking here.

You can have templates in either Microsoft Word or Excel.

Let's download the sample Word template.

Notice in this example, we are looking at a change order document.

The areas highlighted in yellow are general tags.

You can add general tags to your template to have it autofill with values from your issue or change order record in InEight Change.

The tags highlighted in green are tags related to e-signatures.

Notice the first page of the sample shows you the name of the tags used.

The next page shows what the document would look like once it's generated, and the tags are populated with the values from your issue or change order.

Now that we've seen an example, let's create a template of our own.

Here is a template we've started working on for a change notice.

Notice, that we've started adding tags to the template, so certain information will autofill with the change order details.

These tags we've added to a table are called collection tags, which allow us to auto-fill a table with multiple values, such as multiple cost items for a change order.

In this case, we still need to add two tags for the change order number and date.

You can access available tags by going back to the Change Templates page and clicking here.

You can choose to view either general tags or collection tags.

We'll select general tags. Here we see a list of all available tags, along with their location source and other info.

From here, you can click this icon to export this list of tags to Excel.

Notice the Excel file gives you some helpful instructions for how to use these tags.

You'd find the same helpful instructions for using collection tags if you selected and downloaded that option.

On the General Tags tab, you can filter by template type to shorten the list of tags.

Then you can copy and paste the tag names you need from the list.

Great. So our change notice template is good to go. Let's save it and go back to the Change Templates page to add the template to the project.

Click here to add the template.

Fill out the details for this template. Note, you can access the lists of tags from here as well.

Click here to select your template file.

A notification appears as validated when the template meets all requirements.

If it indicates errors, you can click on the errors to see which tab needs to be fixed.

Click Save and publish.

This template is now ready to use for generating your contract documents.

Let's go to an existing change order where we need to generate a new change notice.

Here, we have a change order for a cracked weld with an estimated cost of ten thousand dollars.

To generate a change notice for stakeholders to review, go to Actions > Generate change document.

Here we see all the available templates, including the change notice we just published.

Let's select it and have it download as a PDF.

And let's add a watermark indicating it's a draft.

Click Next.

Here, we can review the details.

When finished, click here.

Let's open the PDF.

Notice it auto-filled with the information from the change order.

Back in InEight Change, we can see the document was also added to our Supporting Documents available for review.

Well, that covers how to generate change order-related documents. Thanks for watching.