With a PDF document of the CCO agreement created, the superintendent sends it internally to the project controls manager and project manager for review.
Within InEight Change, an approval workflow can be set up for approving CCOs. You can then launch the approval process from the Details tab of the CCO record. As users in the workflow are notified, they can review and either approve or reject the change order.
Go to Project Settings > Change > Workflow Assignments > CCO approval setup and click Add.
Add a Threshold amount, Step title, and select the User, Role or Group for step approval, then click Add.
If needed, click Add another step to an additional step to the same threshold.
If needed, click Add to add an additional threshold level.
Click Save when finished.
Access the following link to learn more:
Once the approval workflow is set up with assignments, you can start the approval process.
| CCO Approval Process | ||
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| Start approval process | Link sent to approvers | Approvals complete |
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| Select Start approval from the record's Details tab. |
An email with a link is sent to individuals to review and approve the document. |
Once all approvals are submitted, the process is complete. |
The following steps outline the CCO approval process.
From the Details tab, select Save and start approval to start routing the CCO for approval.
If you are submitting the approval and are listed on the first step, it will be automatically approved.
Click Next.
Add a customized message and click Next.
Ensure the proper supporting document files are attached that need to be reviewed along with the CCO document.
Click Start.
The approver will receive an email where they can either approve or reject the action. Attached documents can also be pulled up for review via the hyperlink.
The approver can also select Approve from the Details tab of the CCO in InEight Change.
Add additional notes and click Save.
At any time during the approval process, you can hover over the Approval status ellipses to check status.
Once approved, the CCO becomes locked so no further changes can be made. All fields on the Details and Pricing tabs become read-only.
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